Finance

Financial Culture Worksheet

Financial Culture Worksheet

This activity will help you assess the financial culture in your workplace.
Oversight Checklist

Oversight Checklist

Use this checklist to assess areas of financial oversight in your organization.
Separation of Duties Worksheet

Separation of Duties Worksheet

Use this worksheet to map out separation of financial duties at your organization.
Governance and Compliance Checklist

Governance and Compliance Checklist

This brief checklist reviews items to help your organization stay legally compliant with your finances.
El libro de herramientas para administrar una organización sin fines de lucro efectiva

El libro de herramientas para administrar una organización sin fines de lucro efectiva

Imprima el libro de Herramientas para administrar una organización sin fines de lucro efectiva y utilícelo para seguir los seminarios web grabados.

Sample Gift Acceptance Policy

Sample Gift Acceptance Policy from National Council of Nonprofits
Sample Income Statement

Sample Income Statement

Sample Income Statement from the Finance Unlocked Guide
Sample Whistleblower Policy

Sample Whistleblower Policy

Sample Whistleblower Policy from Charity Review Council

Finance Unlocked For Nonprofits Placemat

Placemat for Finance Unlocked for Nonprofits Webinar
Sample Balance Sheet

Sample Balance Sheet

Sample Balace Sheet from the Finance Unlocked Guide
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  

Board Booklet

Jacobson, Jarvis & Co PLLC Board Booklet

Cross Promotion

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Cross Promotion

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