Nonprofit Resources

Our commitment is that you have the informational resources you need to operate your nonprofit with confidence. From here you can access tools to make your life easier:

Back-Office Basics

Back-Office Basics (BOB) is our library of checklists, timelines, worksheets and templates for many nonprofit business tasks. Here you can find: Sample policies Board meeting templates On-boarding checklists Budget and cash flow worksheets And much more…
Sample policies
Board meeting templates
On-boarding checklists
Budget and cash flow worksheets And much more…
And much more…

On-Demand Training Videos

On-demand training videos are an ever-expanding library of videos you can use to guide the board of directors and/or management in concepts such as:
Governance and board responsibilities
Finance and accounting
Risk assessment
Compliance
And much more…

We offer a wide range of nonprofit resources to meet our promise to demystify financial concepts and fiscal processes. We provide the tools to navigate the often-challenging financial landscape so your nonprofit can maximize its impact on the world.

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Disclaimer: The Fiscal Navigator website is intended for informational purposes only and does not constitute legal, financial or tax advice. Please consult a lawyer, financial advisor or tax professional for specific advice regarding your organization and situation. Fiscal Navigator does not guarantee any particular outcomes as a result of using our resources.