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Investment & Financing

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UnderDeveloped in Central TX: Local Fundraising Challenges (2014)

Following a national study conducted by CompassPoint, UnderDeveloped in Central Texas highlights key findings from our survey of local executive directors and development directors, which includes recommendations that nonprofit leaders, funders, and the sector as a whole can implement to build more effective fundraising practices.

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Nonprofit Financial Matters Checklist

This checklist can help nonprofit staff and boards evaluate the strength of an organization's finances.

Download (28.00 KB) — 180 downloads

Board's Role in Financial Oversight

This document outlines the board's role in the financial oversight of the organization.

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Sample Nonprofit Financial Policy

This sample policy will help staff determine how to handle financial concerns, including accounting, payroll and contracting.

Download (35.81 KB) — 127 downloads

Board Fundraising Commitment Form

This form outlines board member expectations for fundraising and financially supporting a nonprofit.

Download (34.81 KB) — 119 downloads

Analyzing Nonprofit Financial Reports

This document is a set of questions and considerations to analyze financial reports.

Download (30.14 KB) — 222 downloads

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