Resource Library
Featured Resources
COVID-19 Vaccination Policy Sample
Your organization may decide to adopt a policy that mandates your employees receive the COVID-19 vaccine. Create a clear COVID-19 Vaccination Policy (including providing ways for employees to request accommodations) using this sample policy.
Diversity, Equity, and Inclusion Terms and Definitions
Not everyone speaks the same way about social issues or experiences; having a shared understanding of terms can help groups and individuals communicate better and support their collaboration. We recognize that many of these terms in this list can feel quite jargon heavy or academic—however, precision and clarity are useful when naming and dismantling deep rooted assumptions, behaviors, or practices.
How to Track Grants Year-Over-Year and Produce Clear-Cut Reports
This tutorial walks you through a solution for U.S organizations to show grant revenue from one year to the next that won’t mess up your bottom line. It will also leave your organization an easy way to read and understand accurate financial reports.
Restricted Fund Basics
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
The Four “I”s of Oppression
The Four “I”s of Oppression are a common framework used to illustrate the ways systemic injustices are able to perpetuate in society and over time. Oppression manifests itself in four overlapping and interdependent ways; individually as internalized oppression; socially as interpersonal oppression; it is reinforced through institutional oppression; and perpetuates across time and space as ideological oppression. Check out this resource and the guidance on using the framework to learn more about the Four “I”s. Being clear about how oppression operates can help everyone work concretely to dismantle oppressive systems and foster alternatives individually and across society.
US Conservation and Colonialism Timeline
This US Conservation and Colonialism Timeline was collated from published scholarly research, journalism, and community-led historical recovery efforts. It was created to support environmental and conservation organizations committed to fulfilling their missions through a justice lens. This timeline is not all inclusive…
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Allocating Shared Operating Expenses
Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.
Budget Template
Conservation groups understand that resources are tight and that they need a robust budget tool designed to help plan for the year ahead. The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.
Budgeting as a Strategic Tool
Resources are tight, and conservation groups need a robust budget tool designed to help them plan for the year ahead. TREC’s budget template is an easy-to-use budgeting tool that makes developing a budget more accurate while using far less staff time to prepare it.
Cash-Flow Projections Template
Knowing when during the year you are facing surpluses and deficits is critical to making wise decisions for your organization and your programs. Learning how to predict cash flow and present an accurate financial picture of your organization is essential. This easy-to-use tool makes developing accurate cash flow projections simple and straight-forward.
Compensation Setting Policy | Sample
Given the recent scrutiny that has been placed on non-profit executives, it is important to have a clear compensation policy for top officials and key employees. The policy should outline who determines key officials compensation and the comparable data used to determine the compensation.
Conflict of Interest | Sample Policy & Disclosure Statement
Webster defines a Conflict of Interest as a “conflict between the private interests and the official responsibilities of a person in a position of trust.” It is imperative that every organization is aware of all of these conflicts and does its due diligence to manage them upfront. Clear policies and Annual Disclosure Statements are helpful tools for an organization to protect itself from any conflicts.
Demonstrating Financial Leadership
Two essential traits effective leaders demonstrate are dedication to their organization’s mission and finances, and the ability to evoke trust in effectively leading both. This tutorial will cover what to do and continue doing, and what you may be doing to undercut that leadership, and offer six steps to improve your financial leadership to your staff and board.
Diversifying Revenue Sources
Diversifying revenue is a good idea for many organizations; however, implementing diversification is not a one size fits all solution for every organization. This tutorial looks into when, why, and how your organization can benefit from diversifying revenue sources.
Financial Board Reports
A guide on how to present financials to the nonprofit Board of Directors. Includes a draft financial narrative, how to create a budget to actual report, and more.
Financial Health Dashboard
Does your board understand your financial position and reports? Do they know what’s important to track to stay informed on the financial health of your organization? Help your board and others stay informed on your organization’s reserves, budgets to actuals, and cashflow with an easy to use and understand Financial Dashboard.