Finance Unlocked for Nonprofits

Governance and Compliance Checklist

Governance and Compliance Checklist

This brief checklist reviews items to help your organization stay legally compliant with your finances.

Sample Gift Acceptance Policy

Sample Gift Acceptance Policy from National Council of Nonprofits
Public Support Test

Public Support Test

Public Support Test memo by LaVerne Woods, Esq.
Sample Income Statement

Sample Income Statement

Sample Income Statement from the Finance Unlocked Guide

Finance Unlocked For Nonprofits Placemat

Placemat for Finance Unlocked for Nonprofits Webinar

Sample Whistleblower Policy

Sample Whistleblower Policy from Charity Review Council

Overtime Salary Threshold Tool

Overtime Salary Threshold Tool from Nonprofit Association of Washington Check out this tutorial video on how to use this tool. 
Stay Up-to-Date with the Secretary of State Diagram

Stay Up-to-Date with the Secretary of State Diagram

Stay Up-to-Date with the Secretary of State Venn Diagram for nonprofit corporations and charities Find an audio description of the diagram here  
Sample Balance Sheet

Sample Balance Sheet

Sample Balace Sheet from the Finance Unlocked Guide

Board Booklet

Jacobson, Jarvis & Co PLLC Board Booklet

Finance Unlocked for Nonprofits Bingo Card

Finance Unlocked for Nonprofits Bingo Card

Document Retention Policy

Document Retention Policy from resources from National Council of Nonprofits

Cross Promotion

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Cross Promotion

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