Resources
A library for every hard part of running a charity.
Plain-English guides, templates and checklists, organized by the thirteen things charities most often need help with. Every page is dated and checked against official sources.
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4 resources in finance, accounting and audit preparation
Guide · Finance
Audits, reviews and compilations
The difference between an audit, a review and a compilation, when a state or federal funder requires one, and how to get ready without panic.
Guide · Finance
Financial controls for small teams
Simple habits that protect your charity's money, even with two volunteers: split duties, two approvals, monthly bank checks, and a clear report to the board.
Template · Finance
First-year budget
A starter budget for a new charity's first year, laid out line by line, with a spreadsheet version you can download and edit.
Guide · Finance
Restricted and unrestricted gifts
What a donor restriction is, how to track restricted money in simple books, how and when a restriction is released, and why getting it right builds trust.