All the financial tools you need

The Toolkit

Cohort attendees, in addition to the class presentations and recordings of the classes, participants also receive a financial toolkit that contains over 100+ resources, samples, templates, and much more. These resources have been curated to provide nonprofit leaders with all the tools they need to effectively implement the learnings from the series.

    • Financial Assessment

    • Grant Readiness

    • Etc.

    • Whistleblower

    • Exec. Compensation

    • Conflict of Interest

    • Document Retention

    • Etc.

    • Simple and Advanced Budget Templates (Excel)

    • Cashflow worksheets

    • Cost Allocation Time Study

    • Etc.

    • Draft Fund Development Plans

    • Revenue Forecasting

    • Gift Pyramids

    • Etc.

    • Financial Leadership

    • Fiscal Policies

    • Organizational Life Cycles

    • Top Ten Finance Models

    • Guiding Your Nonprofit Towards Sustainability

    • Etc.

    • Board Toolkits

    • Financial Presentation Templates

    • Etc.