Financial Culture Worksheet
This activity will help you assess the financial culture in your workplace.
Finance Unlocked for Nonprofits
Oversight Checklist
Use this checklist to assess areas of financial oversight in your organization.
Separation of Duties Worksheet
Use this worksheet to map out separation of financial duties at your organization.
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 memo by LaVerne Woods, Esq.
Finance Unlocked For Nonprofits Placemat
Placemat for Finance Unlocked for Nonprofits Webinar
Sample Income Statement
Sample Income Statement from the Finance Unlocked Guide
Sample Whistleblower Policy
Sample Whistleblower Policy from Charity Review Council
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 Balace Sheet from the Finance Unlocked Guide
Overtime Salary Threshold Tool
Overtime Salary Threshold Tool from Nonprofit Association of Washington
Check out this tutorial video on how to use this tool.
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