Finance
Guide
Nonprofit Finance Fund
We provide guides, worksheets and other resources for the purpose of helping nonprofits create stronger organizations.
Start building capacity by selecting the topics you're most interested in and using the tools and templates we've put together.
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Recording Nonprofit Transactions
Interactive Logic Model
Marker of Deep Inequities
Step by Step
It's not Rocket Science
Helpful Resources
Webinar Presentation PDF
Helpful Resources
Strategies Designed to Develop a Quality Grant Proposal
Resources for social sector decision-making in the context of COVID-19
Nonprofit Governance Webinar Presentation Slides
How Nonprofit Organizations can Thrive in the Emerging Economy
An interview with Richard
A Learning Approach for Inclusive Economies
How Nonprofit Organizations can Thrive in the Emerging Economy
A Report on Nonprofit Executives of Color
PDF Format
Microsoft Word Format
A Guide to Help Ensure Use of Evaluation Findings
Increase Buy-In with Message Framing
Interactive Logic Model
Recording Nonprofit Transactions
Step by Step
It's not Rocket Science
Helpful Resources
Webinar Presentation PDF
Helpful Resources
Strategies Designed to Develop a Quality Grant Proposal
Marker of Deep Inequities
Resources for social sector decision-making in the context of COVID-19
Nonprofit Governance Webinar Presentation Slides
How Nonprofit Organizations can Thrive in the Emerging Economy
An interview with Richard
A Learning Approach for Inclusive Economies
How Nonprofit Organizations can Thrive in the Emerging Economy
A Report on Nonprofit Executives of Color
Marco Polo combines the best of texting, social media and video chats - all in one private, easy to use app. You can talk to colleges face-to-face even if they on your time, even if they aren't iPhone users because Marco Polo works over WiFi anywhere in the world.
Life is busy. Marco Polo works when you have a moment to talk, even if your schedules don’t match. Unlike other video apps, you don’t need to be live.
The free version of Marco Polo includes:
In addition, Marco Polo Plus has a paid membership plan that unlocks premium features.
Find step-by-step instructions to download Marco Polo from the Google Play App Store by clicking the button below.
Smart Receipts turns your phone into a receipt scanner, mileage tracker, and expense report generator. This is a good solution to record your daily expenses. Just snap the receipt and it will be recognized. With fully customizable PDF, CSV, and ZIP reports, you can create professional reports for both your personal finance tracking and your employer’s needs. Smart Receipts allows you to select from over 20 different default data types (including dates, price, tax, receipt categories, comments, payment methods, etc.) to help you generate the perfect report, saving you hours of time doing expenses and getting you back to things you actually care about. Below you will see a step by step screen shot process of how to download the app, add receipts, as well as a guide to what you are seeing. This works for both android and apple.
You don’t have to shuffle between spreadsheets, email, and other tools to keep your projects on course. Track and manage everything—from day one to the deadline—with Asana.
Managing projects is hard work. Even harder if you don't use software or have work spread across too many tools. It's easy to lose track of all the moving pieces—and tough to stay up to date. That’s when things fall through the cracks. Use one tool to organize projects, make communication easy, and meet deadlines.
See if you are eligible for 50% premium price with Asana for Nonprofits.
OpenProject is project management software that will create and visualize project plans and assign tasks to team members using a centralized dashboard. The key features include task tracking, gantt charts, project scheduling, meetings management, bug reporting, time tracking, cost reporting, budgeting, and more among others.
This video will help you get started with OpenProject in 5 easy steps:
Microsoft 365 is a suite of apps that help you stay connected and get things done. We believe the entire suite of programs will be helpful for grant management. Below we have provided more information specifically on Microsoft Teams for communication and meetings and Microsoft Project for project organization.
Microsoft offers their products for free or a discount to eligible nonprofits. Find out more by clicking the button below.
Microsoft Teams is a free collaboration app that helps your team stay organized and have conversations—all in one place. Microsoft Teams offers a wide range of capabilities for communication, file storage, editing, and real-time collaboration that nonprofit organizations can benefit from.
Here's a quick look at the left hand side of Teams.
Click the following links if you need an introduction to Microsoft Teams or a video tutorial on how to use it.
Microsoft Project is project management software designed to assist project managers with developing a schedule, assigning resources to tasks, tracking progress, managing the budget, and analyzing workloads. Microsoft Project costs and has multiple packages to meet your organization's needs starting at $10.00 user/month.
