RESOURCE COLLECTION

Learn about nonprofit management

Get information about managing a nonprofit organization, including financial planning, board governance, and sample policies.

Documents

Financial planning, budgeting, and cost allocation

Guidelines for Cost Categorization in Nonprofit Contracts and Grants

Guidance on which direct and indirect costs nonprofit service providers can include in City grants and contracts.

Nonprofit Fiscal Policies & Procedures

This guide contains suggested financial policies and procedures to help nonprofits:

Protect their assets
Ensure accurate financial record keeping
Make financial decisions
Establish operating standards and train staff members
Ensure compliance with federal, state, and local legal and reporting requirements

Key Elements of a Fiscal Policies and Procedures Manual

Learn the basics of creating financial policies for your organization.

Guide to Financial Controls and Policies for Small Nonprofits

Sample policies and procedures for small nonprofits that do not have an administrator with financial expertise.

Sample Internal Controls Checklist

Checklist for resolving issues related to:

Cash receipts and disbursements
Petty cash
Payroll
Fixed assets
Financial statements

Timesheets and Time Study Guidance

Learn about time tracking requirements and best practices.

Agency-Wide Budget Template

Sample template for budgeting across your organization.

Building Better Budgets

Learn the basics of building a budget and projecting cash flow.

Is Your Organization Healthy? Cost Allocation, Invoices, and Personnel

Learn how to allocate indirect and shared costs across programs and administration.

Demystifying Cost Allocation

Workbook to help you understand nonprofit expenses and help you learn acceptable allocation methods.

Budgeting 101

Training materials from our budgeting workshop.

Board Governance

Sample Board of Directors’ Policy Manual

Best practices for creating a board of directors’ policy manual, including information on:

Bylaws
Fundraising responsibilities
Filling board vacancies

Building Successful Boards

Learn about board governance and member responsibilities.

Board Responsibility Matrix

A board's key objectives, functions, and responsibilities.

Sample Table of Contents for a Board Handbook

Learn what to include in your board's handbook.

Board Assessment and Prioritization Tool

This checklist will help you assess your board and make sure it has people with the right skills and is involved in the right activities to help your organization thrive.

Sample Conflict of Interest Policy

Set rules and standards for your board members using this sample conflict of interest policy as a model.

Sample Board Composition and Recruitment Strategy Matrix

Assess what skills and qualities your board members or potential board members have.

Fiduciary Responsibilities of Boards of Directors

Learn the different roles and duties a Board of Directors must fulfill.

Sample Policies

Document Retention and Destruction Policy

Sample Document Retention and Destruction Policy to use as a model.

Policy on Protecting Personally Identifiable Information

Sample Policy on Protecting Personally Identifiable Information to use as a model.

Whistleblower Policy

Sample Whistleblower Policy to use as a model.

Drug and Alcohol Policy

Sample Drug and Alcohol Policy to use as a model.

Travel Policy

Sample Travel Policy to use as a model.

Public Access Policy

Nonprofits in the Monitoring Program must have a written policy on how they comply with the Sunshine Ordinance to ensure access to public records. Use this sample as a model.

Partner agencies

Controller's Office