Greenlights for Nonprofit Success

Accounting & Finance

Analyzing Nonprofit Financial Reports

This set of questions and considerations will help staff and board make sense of financial reports.

Accounting & Finance

Financial Matters Checklist

This checklist can help board and staff evaluate the strength of your nonprofit's finances.

Accounting & Finance

Financial Pyramid Model

This model can be used as a guide for budgeting and cash management.

Accounting & Finance

Nonprofit Financial Policies - SAMPLE

This sample of nonprofit financial policies can help your organization determine how best to handle it financial concerns, whether they be accounting, payroll, contracting, petty cash, etc.

Accounting & Finance

Sample Cash Flow

This sample cash flow is helpful in preparing budgets and financial forecasts.

Accounting & Finance

Sample Petty Cash Reconciliation Form

Use this sample form (with customizable fields) helps track petty cash expenditures and reimbursements.

Accounting & Finance

Sample Project Budget

This document lays out the standard formatting and budget considerations for specific projects.

Administration & Management

Executive Director Contract - SAMPLE

This sample contract outlines the responsibilities, expectations, and compensation for an Executive Director.

Administration & Management

Executive Transitions Steps

This document takes you step by step through the process of managing a transition from one Executive Director to another.

Administration & Management

Meeting Notes Template

This meeting notes template can be used for Board, committee, or staff meetings to keep track of action items and goals.

Board, Governance, and Ethics

Basic Financial Questions for the Board to Ask

This list of financial questions can help board members or finance committee members focus on fiduciary issues.

Board, Governance, and Ethics

Board Job Descriptions

Provides job descriptions for Chair, Vice Chair, Treasurer, Secretary, Committee Chair, and Board Members positions.

Board, Governance, and Ethics

Board Member Agreement - SAMPLE

This agreement/contract explains a the relationship between a board member and their nonprofit, outlining expectations and duties. (Also listed under 'Human Resources')

Board, Governance, and Ethics

Board Member Fundraising Plan - SAMPLE

This board member fundraising plan sample helps board members determine how they plan on raising money for your organization. (Cross-listed under "Fundraising")

Board, Governance, and Ethics

Board Member Manual - SAMPLE

This sample board member manual lists the items you should gather for new and returning board members.

Board, Governance, and Ethics

Board Member Nomination Toolkit

This nomination toolkit explains how to nominate and elect a new member to your board of directors.

Board, Governance, and Ethics

Board Profile Worksheet

Allows you to take a demographic snapshot of a nonprofit Board of Directors.

Board, Governance, and Ethics

Conflict of Interest Statement - SAMPLE

The conflict of interest statement is for board members, staff, key volunteers, and some consultatnts.

Board, Governance, and Ethics

Discussion Questions for Board Self-Assessment

This list of questions can kickstart your Board's self-assessment and evaluation. (Also listed under "Evaluation.")

Board, Governance, and Ethics

How to Start a Nonprofit Board of Directors

This thorough Nominations Toolkit explains how and why to start a Board of Directors for your nonprofit. Includes research, templates, and sample forms.