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

The tools page for each section of the site pulls together all the "Go Factor" tools from that section for easy reference.
 

Finance Tools

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.

Financial Thermostat Tool

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

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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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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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Document Destruction and Retention Policy Sample

Adapt this template for use in your organization today.

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Fiscal Policy Sample

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

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Budget Template

Use this worksheet as a sample for your own budget.

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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.
Off the Shelf and Into Practice: Using Your Annual Audit
This Nonprofit Assistance Fund video examines the audit process, reviews the contents of an audit report, and discusses how to use this information.
 

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, a template, information to bring to your next board meeting.

 

Contribute

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

 

Support

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.

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

Disclaimer
The materials on this website are provided for informational purposes only and do not constitute legal advice. Although we strive to ensure that our information is accurate and useful, we recommend you consult a lawyer if you want legal advice. Check out our Special Offers Page or Business Yellow Pages for legal services listings.