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 Leadership Key Terms

A glossary of financial terms, provided by CompassPoint Nonprofit Services.

Accounting & Finance

Financial Matters Checklist

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

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 Internal Controls

Policies and procedures on internal controls for an organization's board and staff.

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. (Also listed under "Human Resources")

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

All Hands on Board handbook

This booklet, published by BoardSource and CompassPoint Nonprofit Services, is about the role of the Board of Directors in an all-volunteer organization.

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.

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 Matrix

Use this tool to monitor your current board representation and needs for recruitment.

Board, Governance, and Ethics

Conflict of Interest Statement - SAMPLE

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

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

Guidelines for an Emergency Succession

This document describes the procedure for appointing organizational leadership in the event of a temporary or permanent unplanned absence of the Executive Director.

Board, Governance, and Ethics

Next Generation and Governance: Report on Findings

This report from BoardSource discusses findings from a survey conducted for the Next Generation and Governance project, which was designed to stimulate thinking and action among nonprofits regarding the roles they can play to engage Generations X and Y in good governance.