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Document Retention Policies
Sample document retention policies from philanthropy-serving organizations.
Finance
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Breakfast Session: What’s Your Organization’s Fiscal Health?
Publication date:
07/2016
FMA and the Wallace Foundation built StrongNonprofits.org to provide free, user-friendly tools and resources to improve the financial health and performance of nonprofit organizations.
Resource
Audited Financial Statements
Publication date:
05/2016
The audited financial statements that include the statement of financial position as of December 31, 2018, and the related statements of activities and change in net assets, functional expenses and cash flows, and the related notes to the financial statements, as prepared by Clark Schaefer Hackett.
Knowledgebase
Essentials of Impact Investing: A Guide for Small-Staffed Foundations
Publication date:
09/2015
Essentials of Impact Investing: A Guide for Small-Staffed Foundations addresses those challenges and highlights those opportunities. The guide demystifies the process of designing and implementing an effective impact investing strategy, offering advice, tools, and real-world examples of impact investing by foundations with few or no staff.
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Resources for Nonprofit Financial Management
Publication date:
05/2015
Organizations with strong financial management are better able to fulfill their missions and deliver high-quality services. With Fiscal Management Associates, a leading financial management consultant for nonprofits, the Wallace Foundation created this library of resources to help your organization become "fiscally fit."
Resource
Breakout Session: Diversifying Revenue...Growing Margin and Mission Through Earned Income Business Planning
Publication date:
07/2014
Breakout Session: Diversifying Revenue...Growing Margin and Mission Through Earned Income Business Planning
Wednesday, July 30, 10:45am - 12:15pm
Presenters: Larry Clark and Michael Oxman, Managing Partners and Principals, No Margin, No Mission
Diverse sources of revenue, which include earned income, can help regional associations grow their margin, expand their mission, weather a storm of change in the market, and provide greater financial stability for the future. This session will address the basics of earned...
Resource
Building Stronger Nonprofits Through Better Financial Management
Publication date:
06/2012
This report from the Wallace Foundation that recommends that funders boost payments for overhead, reduce burdens and invest in building nonprofits' financial management capabilities in order to help grantees build strength through better financial management.
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Program Payments
Publication date:
03/2012
Compiled responses from a March 1, 2012 listserve query on how regional associations process program payments.
Resource
Economic Scenario Planning Toolkit
The Economic Scenario Planning (ESP) Model, or "Stress Test," allows community foundations to create five-year forecasts to answer questions such as: What will be the impact of different investment performance scenarios on asset levels? What amount of grantmaking can we expect in the next few years? What happens to our economics if donors behave in different ways?
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The Sarbanes-Oxley Act and Implications for Nonprofit Organizations
While nearly all provisions of the Sarbanes-Oxley Act apply only to publicly traded corporations, nonprofits may want to review them and adopt particular governance practices. Learn about the provisions of this bill and their relevance to nonprofits from the Independent Sector and BoardSource.