Finance Resources

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

Finance Tools

10 Step Budgeting Checklist

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

Financial Thermostat Tool

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

Assess Your Financial Strengths and Weaknesses

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

Organization Dashboard Sample

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

Operating Reserve Sample Policy

This sample policy can be easily adapted for your organization.

Budget Template

Use this worksheet as a sample for your own budget.

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.

Document Retention Sample Worksheet

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

Finance Videos

Financial Viability with Steve Zimmerman

Steve Zimmerman , CPA, MBA, Principal, Spectrum Nonprofit Services, shared his insights about financial viability and financial literacy for nonprofits.

Sustainable Business Models with Steve Zimmerman

Steve Zimmerman, CPA, MBA, Principal at Spectrum Nonprofit Services talks about the inherent interconnectedness of nonprofit mission impact and financial profitability.

Board's Role in Finance

Kirk Leoni, CPA, discusses the role that each board member should play in overseeing a nonprofit's finances.


Unprecedented Collaboration

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

Learn more about the collaborators


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


Can't Find It?

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 or call 603 225-1947.

194 Pleasant Street, Suite 14
Concord, NH 03301
P: 603-225-1947

Creative Commons License
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.