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Resources for Financial Fitness for Nonprofits

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

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

Other Resources