Resources - Management

A Nonprofit's Guide to Risk Managment and Insurance

Risk management is a tool to help your organization assess uncertainty and risk management plans help address uncertainty. This guide from Public Counsel and DC Bar Pro Bono Program addresses:

  • Risk Management
  • Assessing Risk
  • Mitigating Risk
  • Insuring Against Risk
  • Additional Resources

To access the guide click here.

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Administrative Advocacy: Influencing Rules, Regulation, and Executive Orders

501(c)(3) organizations can advocate on administrative rules, regulations and other administrative actions. This is not lobbying because these policies are not specific legislation. For more details download this PDF from Bolder Advocacy.

2-page, PDF, 229 KB

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Audit Guide for Small Nonprofit Organizations

Audit Guide for Audit Committees of Small Nonprofit Organizations is a free resource provided by the Virginia Society of Certified Public Accountants.

8-page. PDF, 295KB

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Audit Worksheet of Financial Records

An Audit Worksheet for small nonprofits to review financial records.

5-page, PDF, 1.2 MB

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Board Recruitment Handbook

Board Recruitment Handbook from the Center for Nonprofit Excellence.

The toolkit contains:
PowerPoint Presentation
Facilitator's Guide
FAQ - Frequently Asked Questions
New Member Recruitment & Orientation
Assessment
Action Plan Worksheet

To access this materials go to https://4good.org/susie-polnaszek/new-member-recruitment-orientation-board-transformation-toolkit

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Charitable Solicitation Compliance

According to Harbor Compliance, "Charitable solicitation compliance is not optional. It is the law." To help nonprofit navigate state fundraising regulations Harbor Compliance has published a white paper. Download the paper here.

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Cybersecutiy Risk

Webinar and materials from Venable LLP's program, A Breach Can Happen to You (or Already Has, and You Just Don't Know It Yet): How Nonprofits Can Best Manage Cybersecurity Risk. To access the program go to https://www.youtube.com/watch?v=s0id_ScNzT4.

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Defining Mission and Vision - Webinar

Defining what your organization purpose and how you achieve it is critical to your success. This one-hour webinar helps you create your mission and vision statements.

 

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Employment Manual - Sample

Sample Employee Manual from the Ottawa National Wildlife Refuge Association.

19-page, PDF, 270 KB

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Financial Policies and Procedures Manual

A comprehensive Financial Policies and Procedure Manual developed by the Friends of the Bosque Del Apache National Wildlife Refuge.

91-page, PDF, 1.5 MB or click here to link to the publication.

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Financial Policies Template

Financial Policies template to be modified to meet individual needs of nonprofit organizations.

18-page, Word doc, 197 KB

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Financial Training Modules

NEEF and PwC offer six learning modules to meet a growing need for knowledge of financial management and reporting among public lands friends groups.

The online modules cover topics such as:

  • Budgeting
  • Filing a Form 990 IRS return
  • Developing balance sheets
  • Understanding different accounting methods
  • Cash flow
  • Building an income statement

The training is free and offered through NEEF's Public Lands Every Day program, nationally sponsored by Toyota, to encourage Americans to enjoy, protect and maintain public lands through public engagement, professional development and partnerships.

 

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Guide to donor management software

NTEN, idealware with other partners have created an 160-page guide that provides an overview of donor management systems.

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How to Write a Mission Statement

Does your missions statement accurately reflect why your organization exist and what you want to achieve?

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Insurance Fundamentals

This issue of Nonprofit Risk Management Center's Risk Management Essentials is devoted to exploring nonprofit insurance policies and coverage. Learn about Director and Officers Insurance (D&O), how to read an insurance policy, and insurance for nonprofits.

20-pages, PDF, 5.8 MB

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Keys to Financial Oversight

Center for Nonprofit Excellence has Board Transformation Toolkits for board members to learn new skills, reflect on their strengths and plan steps to become even stronger.

The  toolkit contains:
Financial Oversight part I & II
Facilitator's Guide
FAQ - Frequently Asked Questions
Handouts
Assessments
Action Plan Worksheet

To access this resource go to https://4good.org/susie-polnaszek/keys-to-financial-oversight-board-transformation-toolkit

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Maintaining Your Nonprofit's 501(c)(3) Tax-Exempt Status

A 60-minute webinar from 4Good addressing how to maintain your tax-exempt status.

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Managing Volunteers, Balancing Risk and Reward

Booklet designed to help nonprofit organizations better manage volunteers. The content includes:

  • Whit is Volunteer Liability?
  • Volunteer Recruitment, Screening & Selection
  • Training, Supervising and Disciplining Volunteers
  • Insuring Volunteers and Volunteer Actions
  • The Reward of Managing Risks

14-page, PDF, 1.5 MB

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Meeting Minutes Template

A meeting minutes template for note taking, recording decisions, follow up items and other info. It may be customized and filled in electronically if desired.

 
Excel spreadsheet, 49 KB
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Membership, USFWS Friends Forward Special Issue, Spring 2011

Membership, USFWS Friends Forward Special Issue, Spring 2011. 8-page PDF

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New OMB Guidance on Indirect Costs

What are the new OMB Guidance on Indirect Costs and why this matters to you!

2-page PDF, 307 KB

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Nonprofit Risk Management Center

The National Wildlife Refuge Association has joined the Nonprofit Risk Management Center (NRMC) as an Affiliate Member to help Friends groups manage their risk and understand their insurance needs. The NRMC specializes in providing risk management tools, advice, and materials to thousands of nonprofit organizations across the country. The NRMC’s Affiliate Membership program entitles affiliates of the National Wildlife Refuge Association to practical risk management resources, including more than 100 informational webinars and the NRMC's Risk Help service.

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Overview of Insurance for Friends Groups

The National Wildlife Refuge Association receives numerous requests for information on insurance coverage. The following is intended to outline the types of insurance available to protect against the various risks confronting the Friends group community and to serve as a starting point for exploring and answering those questions.

8-page, PDF, 135 KB

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Reinstating Tax-Exempt Status

The IRS has created a procedure for nonprofits who have lost their tax-exempt status due to failure to file the Form 990. Revenue Procedure 2014-11 provides the process of reinstatement and Eve Bornstein explains the procedure.

Source: Alliance for Justice

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Sample Generic Bylaws

Sample bylaws from the Minnesota Council of Nonprofits. The bylaws are intended as only a model for nonprofits with membership.

4-page, PDF, 23.1 KB

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Taking Flight

The COMPLETE guide to starting and sustaining a Friends Group!

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TechSoup

TechSoup: Great Resource for Refuge Friends Non-Profit Groups

Join us for a Self-Guided Tour of the TechSoup Website

format: 2-page word document

size: 32KB

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Understanding Nonprofit Lifecycles

Understanding Nonprofit Lifecycles from the Center for Nonprofit Excellence.

The toolkit contains:
PowerPoint Presentation
Facilitator's Guide
FAQ - Frequently Asked Questions
Handouts
Assessment
Action Plan Worksheet

To access this materials go to https://4good.org/susie-polnaszek/understanding-nonprofit-lifecycles-board-transformation-toolkit

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Where and When should your board meet?

Wondering about where to hold your board meetings? GuideStar offers advice on where to hold your board meetings, their advice might surprise you. To access this blog go to http://trust.guidestar.org/2015/08/11/board-recruiting-best-practices-where-and-when-should-your-board-meet/

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Editor's Choice