Finance Tools

Resources You Can Use Today

In the triad of "ready, set, go" NonprofitNext is the "Go Factor." Tools that you find here allow you to quickly move into action by downloading a resource that you can use today. These include:

  • checklists for you to implement processes
  • sample documents and policies that you can use as a starting point for your own
  • templated documents where you can fill in the blanks and be off and running
  • brief videos that you can use in the boardroom to facilitate discussions

NonprofitNext Resources

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10 Step Budgeting Checklist

Use this handy checklist to make sure you've covered all the bases in your budgeting plan.

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Assess Your Financial Strengths and Weaknesses

Use this worksheet to capture a snapshot of your nonprofit's financial strengths and weaknesses.

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Budget Template

Use this worksheet as a sample for your own budget.

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Document Destruction and Retention Policy Sample

Adapt this template for use in your organization today.

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Document Retention Sample Worksheet

This worksheet can be used to help you maintain compliance with your document retention policy.

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Financial Thermostat Tool

Use this tool from A-Ha! to do a monthly check-in on your financial goals.

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Fiscal Policy Sample

Use this sample policy as a starting point for finalizing your own.

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Glossary of Financial Terms

If you're not a CFO, CPA or bookkeeper, financial terms can throw you for a loop. This glossary can help you decode all of that finance talk.

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Operating Reserve Sample Policy

This sample policy can be easily adapted for your organization.

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Organization Dashboard Sample

An organization dashboard is a great way to organize financial information to present to your board and management team.

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Unprecedented Collaboration

Nearly 20 foundations and corporations have invested in building the capacity of NH nonprofits through their support of this project.

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The Go Factor

In the triad of "ready, set, go" NonprofitNext is the "Go Factor." Tools that you find here allow you to quickly move into action by downloading a resource that you can use today - A checklist or resource to bring to your next board meeting.

 

Want to Share?

Do you have a template or a sample that could save time for your peers in the sector? Help us build the most robust, extensive set of resources available. Send your content and your ideas to nonprofitnext@nhnonprofits.org

 

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Can't find what you're looking for? Try the search function at the top of each page. Still can't find it? Let us know what you're looking for. Email help@nhnonprofits.org or call 603 225-1947.


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The tools and resources on this website created by the NH Center for Nonprofits are licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.