Please find below a list of nonprofit templates & tools to help your accounting department succeed.
The Beginner’s Guide to Nonprofit Accounting
This nonprofit accounting guide is great for anyone wanting to learn the foundation of nonprofit accounting. We cover everything from the basics, budgeting, audits, grant management, and more!
This nonprofit template is designed to help your organization budget effectively. It includes a budget by month, class, and location.
Chart of Accounts Template
This nonprofit template is perfect for both newly formed to emulate and existing organizations to compare & improve upon your current Chart of Accounts. This is the industry’s standard Chart of Accounts with sections for classes, locations, and projects/grants.
Chart of Accounts Template (Churches)
This template is perfect for both newly formed to emulate and existing congregations to compare & improve upon your current Chart of Accounts. This is the industry’s standard Chart of Accounts for churches with sections for classes, departments, and projects/grants.
Statement of Financial Activity (Income Statement) Template
Whether you are familiar with financial statements, or this is a new concept for you, this nonprofit template will help your organization capture your revenue and expenses effectively. This aligns with our chart of accounts template, so you can translate it with ease. This template also offers a statement of financial activities by class, location, and project.
Monthly Close Calendar Template
Stay on top of your monthly tasks effectively with this nonprofit template. The monthly calendar is equipped with 31 days of tasks to keep your nonprofit organized. Feel free to add your unique tasks as well to complete the calendar and call it your own.
Provided By Client (PBC) List Template
Never been through an audit before? This example PBC List will give you an idea of what to expect, so you can better prepare your organization when the time comes.
These nonprofit templates may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations, and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. All examples are hypothetical and are for illustrative purposes only.