All the financial tools you need

The Toolkit

In addition to the class presentations and recordings of the classes, Cohort participants also receive a financial toolkit that contains 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.

Examples Include:

    • 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.