Resource Library
Featured Resources
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.
Emergency Executive Director Succession and Contingency Planning & Template
COVID-19 has spotlighted the need for organizations to develop emergency succession plans. This resource provides a roadmap and Emergency ED Succession Plan Template to create a plan for your organization.
Planning for Uncertainty
We are operating during unprecedented times and it is difficult to know what the scope and impact from COVID-19 will be. However, your organization can prepare for the unknown impact and changes now and adjust as needed when more is known and revealed. This tutorial walks you through critical steps and scenario planning to take now to prepare for the uncertainty ahead.
Revenue Forecasting
Nonprofit budgets must be based on realistic revenue forecasts. Here are some principles and procedures for developing them.
Strategies for Exemplary Board-ED Partnership in Times of Crisis
Positive and collaborative executive director and board relationships are always important, but in times of crisis, they are more than ever. This resource offers suggestions for board members on how to effectively support and maximize their impact with executive directors and organizations during times like COVID-19.
Successful Board and ED Approaches to Navigate Staff Management
For Executive Directors to be successful, Boards may support but must let EDs lead in all the core functions they were hired to do, including staff management. This resource offers approaches and suggestions for Boards and EDs to work effectively through staff management and inter-staff conflict.
Search Results
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.
Counting Your Chickens Before They Hatch
Accurate revenue forecasting is an essential, yet overlooked, aspect of sound organizational management. This brief report is a useful resource to help organizations think strategically about revenue generation using several different analytical tools.
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 Management Essentials
This toolkit is a roadmap for a nonprofit’s financial management. For some organizations, getting help starts by figuring out where the help is needed. This toolkit lays out a step by step framework of resources to provide the help needed.