Downloadable Templates for Nonprofits
Empower Your Nonprofit with Easy-to-Use Templates
At Financial Affairs, we believe in empowering nonprofits to manage their finances with confidence. Our DIY Resource Page offers a range of downloadable templates designed to simplify your accounting and financial management tasks. Whether you’re preparing a budget, tracking expenses, or managing grants, our templates provide a solid foundation for your financial needs.
Why Use Our Templates?
Managing nonprofit finances can be challenging, especially without the right tools. Our templates are specifically designed to meet the unique needs of nonprofit organizations, making complex tasks easier and more manageable. By using our resources, you can:
- Save Time: Skip the hassle of creating documents from scratch. Our templates are ready to use, allowing you to focus on what matters most—your mission.
- Ensure Accuracy: Our templates are designed by experts in nonprofit accounting, ensuring that your financial documents are accurate, compliant, and aligned with best practices.
- Customize to Your Needs: Each template is fully customizable, so you can tailor it to fit your organization’s specific requirements and goals.
Investment Policy
This investment policy should be used as a template for all future investments made by your company. It outlines your approach to risk management, diversification, and long-term growth.
DownloadRevenue Recognition Policy
The Revenue Recognition Policy establishes a structured framework for the organization's income accounting, guaranteeing transparent and consistent revenue tracking in accordance with Generally Accepted Accounting Principles (GAAP) or other applicable financial frameworks.
DownloadReserve Policy
A reserves policy helps ensure the organization's financial stability and meet unexpected expenses.
DownloadFinancial Reporting Policy
This policy outlines the procedures for creating and distributing financial reports, such as balance sheets, income statements, cash flow statements, and budget-to-actual comparisons.
DownloadExpense Reimbursement Policy
The expense reimbursement policy clearly defines the individuals who are authorized to approve expenses and their specific limits to ensure transparency and accurate reporting.
DownloadAudit Policy
The policy covers the frequency, conduct, and reporting of audits, as well as how to handle their findings.
DownloadGift Acceptance Policy
The Gift Acceptance Policy is a comprehensive guide that outlines the processes and principles for accepting gifts that align with the organization's mission and values.
DownloadBudgeting Policy
The Budgeting Policy is a detailed guide that outlines the budgeting process for your organization. It defines the roles of individuals involved in budgetary decisions and emphasizes transparency and accountability in financial management.
DownloadRecord Retention Policy
The Record Retention Policy ensures that financial documents and other records are kept and disposed of properly within an organization.
DownloadSample PBC List (Provided by Client) for a Financial Audit
We know that preparing for an audit can be a daunting task, especially when it comes to providing the necessary documents and information. That's why we've put together this list to help guide you through the process and make it as smooth as possible.
DownloadCash Flow Forecast
A cash flow projection is a useful tool that shows when cash will be coming in and going out of the organization each month
DownloadChart of Accounts Sample with Class, Location, and Project Codes
With this template, you can easily keep track of revenues, expenses, assets, liabilities, and equity, and prepare precise and thorough financial statements and reports.
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