Sample document retention policies from philanthropy-serving organizations.
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.
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.
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.
Breakout Session: Diversifying Revenue...Growing Margin and Mission Through Earned Income Business Planning
Wednesday, July 30, 10:45am - 12:15pm
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.
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?
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.