Sample Documents and Templates

• Sample Conflict of Interest, Document Retention, Private Inurement, and Whistleblower policies and procedures (download)

• Sample Cash Flow worksheet (download)

• Sample Balance Sheet (download)

• Sample Income Statement (download)

Assessment & Intake

• FFNP Intake Questionnaire (download)

• FFNP Assessment Survey (download)

Bank Loans and Lines of Credit

• Applying for a Bank Loan or Line of Credit (download .ppt file)

Capital Campaigns

• Capital Campaign Readiness for Boards (download .ppt file)

• Sample Capital Campaign Timeline (download)

• Interviewing Capital Campaign Consultants (download)

Developing Policies and Procedures

• Sample CC Account Reconciliation Report (download)

• Sample DDA Account Reconciliation Report (download)

• Sample Financial Policies Manual (download)

Financial Fitness for Nonprofit Leaders

• Financial Fitness for Executive Directors (download .ppt file)

• Financial Fitness for Boards (download .ppt file)

Program Information & Marketing

• Financial Fitness Flyer (download)

Other Resources

• Understanding the Changes to the Form 990: a series of videos from the Minnesota Council of Nonprofits