Financial Management

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Approval of Capital Expenditures, Policy 1Policy 2 
Borrowing Money, Policy 1
Check Signing Authority, Policy 1 
Check Signing and Withdrawal of Funds, Policy 1 
Cash Disbursements, Policy 1 
Endowment, Policy 1 
Financial Policy Example
Investment, Policy 1Policy 2
Whistleblower Policy
Document Retention Policy
Document Destruction Chart
Document Retention Policy Model 
Cashflow Projection Template 
Gift Acceptance and Administration Policy Template 
Gift Acceptance, Policy 1Policy 2 
Scenario Planning Worksheet

Resource Links

10 Steps Annual Budgeting Checklist
AICPA Audit Committee Toolkit: Not for Profit Organizations
Better Business Bureau Charity Accountability Standards
Budgeting Nonprofit Income: Grants and Contributions
Can Your Organization Obtain More Income? The 7 Sources
Crit Luallen, Auditor of Public Accounts, Recommendations for Public and Nonprofit Boards
Free Management Library
Five Internal Controls for the Very Small Nonprofits
How to Read the IRS Form 990 & Find Out What it Means
Idealware: Choosing Software
Independent Sector Sarbanes-Oxley Checklist
Internal Revenue Service Compliance Guide
IRS Form 990 – IRS Online Mini-Courses
IRS Employment Tax Resources
IRS Charitable Contributions – Substantiation and Disclosure Requirements
Kentucky Auditor of Public Accounts: Recommendations for Public and Nonprofit Boards
Kentucky Society of CPAs
Managing Cash Flow
National Council of Nonprofits Resources on Financial Management
Nonprofits Assistance Fund
Nonprofits Assistance Fund Financial Policies Guidelines
Nonprofits Assistance Fund Glossary of Terms
Nonprofits Assistance Fund Budgeting Process
Nonprofit Audit Guide
Nonprofit Financial Management Self Assessment Tool
Nonprofit Risk Management Center
Montana Nonprofit Association: Sample Financial Policies
Operating Reserves Policy Toolkit
Separation of Duties Checklist
Tax-Exempt Organizations and Gaming 
Tracking Volunteer Time to Boost Your Bottom Line – Complete Accounting
Uniform Prudent Management of Institutional Funds Act


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