Finance

Financial practices in the nonprofit world are very different than those in the for-profit world, so we created a page dedicated solely to helping nonprofits learn about the many aspects of finance. This page is full of financial tools, guides, and resources to help you manage your nonprofit’s finances.

If you have any resources that you’d like to share with the nonprofit community, please email a brief description, and link or PDF to Jennifer Peifer.

 


 

IRS & Tax Forms

IRS Home Page

What Do You Need to Know about Revocation of Tax-Exempt Status?


Policy Samples & Reports

Investment Policy Sample

Nonprofit Retention & Vacancy Report


Other Legal Resources

Nonprofit Risk Management Center

 Financial Risk Management: A Guide for Nonprofit Executives: This book explores the topic of financial risk management for nonprofits. Subjects covered in this practical, how-to guide include financial accountability, fraud prevention and board-staff communication on financial management issues. Learn how to identify, measure and minimize risk to financial assets, while maximizing accountability to stakeholders.

National Community Tax Coalition

The National Community Tax Coalition (NCTC) is a project of the Center for Economic Progress. The NCTC is made up of more than 600 community tax preparation and asset-building organizations located throughout the U.S.


403b Retirement Plans

AICPA website (The American Institute of Certified Public Accounts) Employee Benefit Plan Audit Quality Center provides several resources on 403b plan compliance

Department of Labor (federal)

Internal Revenue Services


Financial Technological Resources

MANY nonprofit software and hardware needs can be purchased for a fraction of the cost at Tech Soup

Intuit, Inc. (ADD “Quickbooks”)

MIP Fund Accounting by Sage

Peachtree Software, Inc.

Blackbaud, Inc. "Financial Edge"

Cougar Mountain Software

CYMA Systems, Inc.

Fund E-Z Development Corp.


Finance Bookshelf

Saving Money in Nonprofit Organizations

How to Hire a Great Accountant for Your Nonprofit

 


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