Posts in 'Finance'

Template/Sample

Fiscal Policy Sample

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

Financial Statement Analysis

Nathan Wechsler & Company share this document to help answer the question "What should I be looking for in the financial statement?"
Finance
Template/Sample

Financial Statement Sample

This Excel spreadsheet can be used as a template for creating your financial statement.
Finance
Template/Sample

Financial Dashboard Sample

Present pertinent financial data to your board using this dashboard template.
Finance
Tool

Effective Audit Committees

This guide from Nathan Wechsler & Company provides you with an overview of the common functions and responsibilities of an audit committee.
Finance
Tool

Cost Allocations

Nathan Wechsler & Company share this document about the focus on nonprofit cost allocations.
Finance
Tool

Making the Case - Preparation and Phone Script

Sometimes scripting out an important phone call, such as that to a foundation program officer, can help eliminate jitters and keep you on task.
Finance
Template/Sample

Company Debit and Credit Card Sample Policy

This sample policy can be easily adapted for your organization.
Finance
Video

The Budgeting Process

Kirk Leoni, CPA, discusses the key questions that board members should ask during the budgeting process.
Finance
Tool

Revenue Scenario Planning Tool

The Wallace Foundation offers this Excel template to help nonprofit leaders project best, moderate, and worst case revenue scenarios based on...
Finance