Financial Management

  • Introduction to Fundraising Planning
    Candid.Learning Does your organization need help directing its fundraising efforts? Planning focuses your organization by setting fundraising priorities and helps give staff and board members a roadmap to success. This introductory class will provide you the basic steps for developing …
  • Introduction to Project Budgets
    Candid.Learning Are you ready to start fundraising for your project or idea, but don’t know what and how much to ask for? If preparing a budget for your foundation grant is holding you back, come learn the basic elements of …
  • Expansion of Program to Support Lending to Nonprofit Organizations
    U.S. Treasury Secretary Steven T. Mnuchin issued the following statement on the expansion of the Main Street Lending Program to provide greater access to credit for nonprofit organizations: “I have sent letters to Federal Reserve Board Chairman Jerome Powell approving the …
  • Senate Passes Brown, Scott, Wyden, Grassley, Legislation to Help Nonprofits
    Bipartisan Bill Would Ensure that Nonprofits Receive Federal Help for Unemployment Payments Up Front, Rather than Being Reimbursed Later WASHINGTON, D.C. – Late yesterday, the Senate unanimously passed legislation introduced by U.S. Sens. Sherrod Brown (D-OH), Tim Scott (R-SC), Ron …
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    Three New On-Demand Fundraising Videos Added to the 101 Series
    We added three new on-demand training videos to the Nonprofit 101 Fundamental series.to help you in the area of grants.  This collection will give you a great knowledge base on this topic. ​​An Introduction to Grant Writing Before You Seek …
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    Internal Control Checklist
    In her recent workshop, titled Operational Excellence, Gretchen Upholt from FMA shared with us a variety of resources. An organizational assessment of internal controls was one of these resources. We thought it was too good not to share! ​ Click here to …
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    Financial Management Self Reflection Tool
    How confident are you in your organization’s financial management practices? In her recent workshop, Gretchen Upholt shared a resource with us to reflect on the financial management practices of organizations. To access this tool click here.​
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    HR Metrics
    How important is increased productivity, employee engagement, and overall team satisfaction to the successful delivery of your mission? The right HR metrics to collect and assess vary by organization, and for some, it may be intimidating to assign numerical values …
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    Budgeting Resources
    A recent Technical Assistance client was seeking tools to help with the budgeting process, Below are two helpful resources if you need help in this area. Create a Budget that Works for You Click here Strengthening Your Grant Application with …