All About Financial Management in Nonprofits
Offers links to websites, books, and other resources that address basic skills in financial management: cash management, bookkeeping, creation and analysis of financial statements, and more.
Beyond the Award Letter: Fund Management for Leaders of Small Youth-Serving Organizations (PDF - 578 KB)
Gager & Marchand (2009)
Offers a quick self-assessment guide to help program staff identify guidelines to accomplish the goals of an organization while meeting financial obligations to the grant or contract funding source.
Budget and Fiscal Management: Participant's Guide (PDF - 333 KB)
Georgia Department of Human Resources (2006)
In DFCS Training for New County Directors
Teaches new county directors their role in managing budgets and fiscal matters, including information on policies, purchasing, sources of funding, and best practices. Also see the Trainer's Guide (PDF - 977 KB).
Building Stronger Nonprofits Through Better Financial Management: Early Efforts in 26 Youth-Serving Organizations (PDF - 2,048 KB)
Kotloff & Burd (2012)
Examines the early part of a Wallace Foundation project to help build the financial muscle of leading Chicago after-school providers, and reports its findings that indicate providers need to master three skills: understanding the full cost of programs, monitoring program finances, and meeting expenses promptly.
Financial Leadership for Nonprofit Executives: Guiding Your Organization to Long-Term Success
Peters & Schaffer (2005)
Presents a financial leadership model with four components: ensure accuracy, assess, plan, and communicate. The book provides a discussion of and action steps for each of the four components, self-evaluation forms, and a list of additional resources.
Improving Publicly Funded Human Services: Incorporating Capacity Building Into the Contracting Relationship Between Children's Services Councils and Nonprofit Organizations (PDF - 525 KB)
Florida International University
Analyzes a two-site case study examining the capacity building practices, influencing factors, and outcomes that Children's Services Councils provide to nonprofit organizations contracted to deliver human services. This report laid the groundwork for future development of a model for capacity building in a local government contracting setting.
Managing Agency Finances
In Effectively Managing Human Service Organizations (3rd ed.)
Describes the budgeting process for human service organizations, providing information on types of income and expenses, preparing a budget, relating the budget to work plans and objectives, reducing costs, achieving long-range financial stability, and using the budget as a management tool.
Meeting Funder Compliance: A Case Study of Challenges, Time Spent, and Dollars Invested (PDF - 346 KB)
Lara-Cinisomo & Steinberg (2006)
Uses a case study to examine management processes: how staff of one nonprofit invested their time tracking outcomes, reporting results, and meeting funder compliance. Suggests areas for improving efficiency in nonprofits' compliance-related activities and in areas where funders might reevaluate their compliance requirements.
Model Policies and Procedures for Not-for-Profit Organizations
McMillan (2008, 4th ed.)
Offers strategies for financial management and sample policies for developing sound fiscal and organizational structures for nonprofit organizations.
Right on the Money: How to Keep the Doors of Your Nonprofit Organization Open in Good Times and Bad (PDF - 1,627 KB)
JBS International, U.S. Family and Youth Services Bureau, & National Clearinghouse on Families and Youth (2010)
Provides a toolkit outlining key steps nonprofit leaders can take to help their organization survive difficult economic times, highlighting a case study of the Boys and Girls Clubs of Greater Washington in Silver Spring, MD. The toolkit includes key principles for addressing economic challenges, fundraising strategies, and steps for developing a sustainability plan.
InEffectively Managing Human Service Organizations (3rd ed.)
Discusses the search process for locating foundation grants and lobbying for Federal, State, and local grants and contracts, and block grants.