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Financial Management



Using the 990 to Tell Your Story


More donors are looking at a charity's Form 990 before they decide to give. How can nonprofits use these tax forms to capture the attention and heart of their readers and explain their mission, work, and results in concise and compelling ways? David Reape of Ciuni & Panichi explains.

Live Chat


Ready for Revenue Planning? 5 Qs to Ask Yourself

Dec 06, 2012  

Answer these questions if you're thinking about developing new revenue streams. With Nancy Osgood (The Osgood Group) and Stephen Pratt (Root Cause).

Is Your Nonprofit 3 Months from Disaster?

Jun 25, 2012  

How much should your nonprofit have in operating reserves? How do you build them up? With Alice Antonelli and Rodney Christopher of the Nonprofit Finance Fund.

What Should Be In Your Nonprofit’s Business Plan?

Aug 29, 2011  

Nonprofit consultants and authors Chataun Denis and Jim Horan answer questions about creating usable, living, nonprofit business plans.



Online Classes


Introduction to Fundraising Planning Webinar

Recorded Webinar  |  Free

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.

Introduction to Project Budgets Webinar

Recorded Webinar  |  Free

This brief recording captures the key concepts of the course. For more expansive discussion of the topic, we suggest attending a live webinar or in-person session. Note the recording is captioned for individuals with hearing impairments.

Training Events


Introduction to Nonprofit Accounting

Jan 30, 2018, 1:30 pm - 3:30 pm
Charlotte, North Carolina | In-person

New class! Join Beth Allen, Director, Outsourced Accounting Solutions with Greer Walker of Charlotte.

Topics covered will include:

  • Role of board members in financial oversight
  • Internal controls for small organizations
  • Understanding financial statements
  • Routine tax reporting requirements
  • Understanding the Form 990 and other fining requirements
  • Key financial and governance policies

and more! 


Path to Ownership: Real Estate Workshop with the NCCLF

Jan 30, 2018, 2:00 pm - 5:00 pm
San Francisco, California | In-person

Come learn what it takes to get your organization ready for a real estate purchase and get an introduction to the acquisition process.


SpacesforGood Kick-off Event with the Northern California Community Loan Fund

Jan 30, 2018, 5:00 pm - 7:00 pm
San Francisco, California | In-person

Take a tour of, a free online space listing tool for nonprofits.


How to Avoid Common Project Budget Mistakes

Mar 8, 2018, 2:00 pm - 3:30 pm

Collaboration between the fundraising, program, and finance teams is essential for avoiding common project budget mistakes. This webinar illuminates potential pitfalls and describes how to work together to avoid them.

Early Bird Fee: $49 - Regular Fee: $69

Special Program: I Have to Create a Strategic Plan, Now What?

Mar 28, 2018, 10:00 am - 12:00 pm
New York, New York | In-person

Learn the fundamentals of developing and implementing a strategic plan, especially for a small organization.