Financial Management Toolkit

Would you like to strengthen the financial management of your organization in ways that will strategically advance your nonprofit's mission?

The Greenlights Financial Management Toolkit© is a ready-to-use resource that will focus your financial management activities and processes. This toolkit provides best practices and ready-to-use templates for: budgeting, forecasting, internal controls, audits and tax returns, financial reporting and payroll. Purchase the toolkit for only $150. Please send questions or comments to toolkits@greenlights.org.

Financial Management Toolkit

Purchase Greenlights Financial Management Toolkit©!

Preview pages from the toolkit.

Creating the Financial Management Toolkit©:

This toolkit brings together decades of experience and diverse perspectives on enhancing your financial position. Greenlights conducted a focus group of nonprofit financial managers to ensure that the information contained in this toolkit helps nonprofits in the most relevant ways. We understand that the role of financial manager is often played by many; as such, our focus group included Board Finance Chairs, Executive Directors, and other dedicated finance staff, among others.

The Financial Management Toolkit was made possible through the support of Applied Materials, Bridgepoint Consulting, and Maxwell Locke & Ritter.

"The Greenlights Financial Management Toolkit has been critical to helping Health Alliance for Austin Musicians transition out from under the umbrella of Austin Community Foundation. The toolkit provides important information in an easy to understand way. It also provided templates for HAAM to adapt to fit our organization. Thank you Greenlights for this useful resource!"
- Carolyn Schwarz, Executive Director, Health Alliance for Austin Musicians (HAAM)

Made possible by:

AMAT_Foundation_Logo
Bridgepoint Consulting
Maxwell Locke & Ritter
Meadows Foundation

Greenlights' Board Excellence Toolkit©

We also offer a toolkit to help you create an informed and engaged Board of Directors to effectively guide your organization. Learn more.