RESEARCH AND TOOLS

 

From in-depth research to how-to documents, get the information and tools you need to answer your nonprofit and philanthropy questions.

 
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Investment & Financing

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Beyond the Grant

This brief explores promising new types of financial tools – known collectively as alternative financing that can be utilized by nonprofits and appeal to new types of funders. For the right organizations, looking beyond traditional philanthropy to other financing strategies can significantly grow the impact of your mission.

Download (4.99 MB) — 204 downloads

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.

Download (0.00 KB) — 241 downloads

Nonprofit Financial Matters Checklist

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

Download (28.00 KB) — 314 downloads

Board's Role in Financial Oversight

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

Download (34.59 KB) — 287 downloads

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) — 193 downloads

Board Fundraising Commitment Form

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

Download (34.81 KB) — 229 downloads

Analyzing Nonprofit Financial Reports

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

Download (30.14 KB) — 307 downloads

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