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Tools

Financial Terminology Sheet

A practical nonprofit finance glossary that helps staff and board members understand key terms, read reports more confidently, and ask better questions.

How to Read Your Reports

A simple guide to understanding your Profit & Loss, Balance Sheet, and Budget vs. Actual reports so your team can spot trends and make informed decisions.

Restricted Funds Allocation and Release Framework

A fill-in-the-blank framework to help your organization document direct and indirect costs, allocation methods, and the release of restricted net assets.

Three Essentials Board Dashboard

A simple, easy-to-use tool that helps you create polished content and streamline your workflow. Designed to save time, boost consistency, and make your marketing easier.

Top 3 Questions to Ask Your Finance Team

A quick monthly check-in tool to help nonprofits assess allocation, runway, and restricted grant activity.