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Accounting Procedures Manual Template

An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.
Audience: All Funders
Topic: Finance
A Compass in the Woods: Learning through Grantmaking to Improve Impact
This research into the state of philanthropic learning finds that foundations over-invest in stand-alone learning activities and publishing “lessons learned” at the end of a program.
Audience: All FundersFamily Foundation
Topic: Finance
Economic Scenario Planning Toolkit

The Economic Scenario Planning (ESP) Model, or "Stress Test," allows community foundations to create five-year forecasts to answer questions such as: What will be the impact of different investment performance scenarios on asset levels?
Audience: Executive Staff
Topic: Finance
Fueling Impact: A Fresh Look at Business Model Innovation and New Revenue Sources

Fueling Impact describes how community foundations are finding new sources of support and diversifying their revenue base
Audience: Community Foundation
Topic: Finance
Investing in Nonprofit Mergers & Alliances
This brief explores the world of nonprofit mergers and alliances from a donor-focused perspective.
Audience: All Funders
Topic: Finance
Budgeting Toolkit

Budgeting is key to financial management. Learn how to plan, develop, and use budgets for your organization in a budgeting toolkit from Civicus.
Audience: All Funders
Topic: Finance
Strategic Budget Cutting

How can your organization implement budget cuts without compromising it's mission? Find tips and best practices for developing a strategy for budget cuts.
Audience: All Funders
Topic: Finance
What You Should Know Before Signing Your Organization's Form 990-PF
Resource for top officers who sign the Form 990-PF to understand the important safeguards they should undertake before signing the tax return.
Audience: Family Foundation
Topic: Finance
10 Common Errors to Avoid In Completing A Private Foundation's Form 990-PF

For tax preparers of the 990-PF, highlights those areas most commonly completed incorrectly and provide explanations and directions for proper completion.
Audience: Executive Staff
Topic: AdministrationFinance
A Closer Look at Foundation Administrative Expenses
Amid the growing public scrutiny of philanthropy in recent years, legislators, the media and the general public are taking a closer look at foundations’ administrative expenses. This article offers some guidance to help foundations manage, benchmark and report their administrative expenses in ways that can effectively demonstrate and ensure they are spending their dollars wisely to fulfill the public trust.
Audience: Family Foundation
Topic: AdministrationFinance

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