Bookkeeping & Payroll
Helpful guidelines for NFP boards and volunteers to follow
Organizations are required to send acknowledgment letters to donors giving over $250. The attached gives some guidelines and suggested wording.
Attached is a summary of basic board responsibilities and common tasks
Use this tool to determine areas where your board can become more efficient and beneficial to the organization
A sample document retention policy for boards to review and adopt
Use the attached to draft a conflict of interest policy
The attached can aid boards in putting proper investment policies in place
Use the attached to draft a whistleblower policy for your organization
This website has great resources for not-for-profits trying to understand audit requirements and procedures
These are the steps for setting up a specific nonprofit page on Facebook, which can aid in your "Giving Tuesday" campaign
Nonprofits can owe income tax, if they are running business activities that are unrelated to the exempt purpose. Read the attached article for more info.
Robert's Rules of Order can be used to keep board meetings running efficiently. Attached are some cheat sheets that simplify this process.
Attached is a checklist of items to review and address in preparation of the New Year for nonprofits.
Attached is a glossary of accounting terms common to the nonprofit industry and financial statements.