Practical guides for treasurers
Clear explanations of 501(c)(3) compliance, financial review, budgeting and accountability. Written for volunteers, no accounting jargon.
The 501(c)(3) Public Disclosure Rules in Plain English
What must a US nonprofit make public, which Form 990 applies, and by when? A practical explanation with checklist.
Financial ReviewStep-by-Step Plan for the Annual Financial Review
How do you prepare the review committee, which documents do you provide, and how do you document the result? Step by step.
BudgetingBuilding a Realistic Budget
From income and fixed costs to reserves: here's how to build a budget that gives your board confidence.
FundsRestricted Funds: How to Keep Them Separate
Why it's so important to track restricted funds separately, and how to do it clearly per project.
ComplianceImportant Financial Deadlines for Nonprofits
A year-round overview of the moments when you need to file, publish or adopt something. Never miss a date again.
In PracticeFrom Shoebox to Digital Recordkeeping
Switching from paper and loose spreadsheets? Here's how to make the move smoothly, without losing any data.
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