Tools + Publications
Program planning presentations
This program planning presentation helps nonprofits focus on what is core to their mission.
Projected income budget
Use this budget tool to project income from various sources based on the likelihood of receipt.
Budget [shared general and admin expenses]
This before and after budget demonstrates how to allocate shared general and administrative expenses among revenue sources.
Financial reports for management and board
These are the financial reports senior management and the board will need on a monthly, quarterly and annual basis.
Budget [variance analysis]
Use this format to analyze variances between actual and budgeted revenues and expenses.
Questions to ask before engaging an auditor
Use these questions to interview a CPA you are hiring to perform an audit or financial review.
Tips on financial record-keeping
This memo will help you understand what records you need to keep and how to organize them.
Questions when engaging a financial services provider
These questions will help you if you plan to outsource your financial management.
Sample personnel manual
Use this sample personnel manual as a guide to setting up a personnel manual for your organization. Every nonprofit should have one. It should be distributed upon hire, and updated as needed.
Intro to outcome thinking
This presentation which CRE prepared for IBM corporate volunteers introduces you to outcome thinking, theory of change and logic models.
Use these fundraising strategies to increase support from private sources and cultivate individual, corporate, in-kind, and special event donors.
Nonprofits under pressure
A case study in collaboration: how Community Resource Exchange and The Staten Island Foundation partnered to support nonprofits
Self-coaching strategies for nonprofit leaders
This article was adapted from Meeting the Job Challenges of Nonprofit Leaders: A Fieldbook on Strategies and Actions (Center for Creative Leadership, January 2015), and is from the Nonprofit Quarterly’s spring 2016 edition, “Strategic Nonprofit Management: Frameworks and Scaffolding.”