Free Resources for Nonprofit Leaders
Our downloads are practical, ready to use, and completely free.
Featured Downloadable Resources
Guide
The Charity CFO Financial Blueprint
The most comprehensive resource we offer, walking nonprofit leaders through the financial systems, reporting structures, and strategic frameworks that high-functioning organizations actually use.
Guide
A Crash Course in Reading Nonprofit Financial Statements
If you’re not sure what you’re looking at when your accountant hands you a statement of financial position or a functional expense report, this guide breaks it all down in plain language.
7 Free Resources for Nonprofit Leaders
Template
Most Popular
Nonprofit Budget
A ready-to-use template built around the way nonprofits budget, with program-level breakdowns and restricted and unrestricted fund tracking.
Template
Nonprofit Chart of Accounts
Explore our free Excel template with a nonprofit-specific chart of accounts structure you can adapt and implement right away.
Template
Operating Reserve Policy
A ready-to-present written reserve policy template your board can review and approve without starting from scratch.
Template
Income Statement Overview
Sample nonprofit statement of activities showing income and expenses by donor restriction, with guidance notes on revenue sources and trends.
Template
Balance Sheet Overview
Sample nonprofit statement of financial position comparing years, with explanatory notes on assets, receivables, liabilities, net assets, and liquidity ratios.
Guide
10 Things I Wish I Knew Before Hiring a Nonprofit Accountant
Everything you need to know before hiring a nonprofit accountant, including the right questions to ask and the red flags to watch for.
Guide
The Tech Stack Your Nonprofit Needs to Modernize Its Accounting
Explore the tools nonprofits are using to modernize their accounting, with helpful context alongside our thinking on cash vs. accrual accounting.
Guide
Audit Readiness Guide
A step-by-step guide to getting your organization financially prepared before auditors arrive, so nothing catches you off guard when it matters most.
Guide
The Nonprofit CFO Guide
Explains how nonprofit finance is shifting from accounting to strategic leadership, and how AI reshapes reporting, forecasting, compliance, and decision-making.
Guide
KPIs You Should Be Tracking for Your Nonprofit
A guide to common nonprofit KPIs across financial, operational, and programmatic areas, with formulas and benchmarks to measure organizational performance.
Checklist
Audit Readiness Checklist
See everything your nonprofit needs to have in order before an audit, from documentation to reconciliations to board records.
Template
Most Popular
Nonprofit Budget
A ready-to-use template built around the way nonprofits budget, with program-level breakdowns and restricted and unrestricted fund tracking.
Template
Nonprofit Chart of Accounts
Explore our free Excel template with a nonprofit-specific chart of accounts structure you can adapt and implement right away.
Template
Operating Reserve Policy
A ready-to-present written reserve policy template your board can review and approve without starting from scratch.
Template
Balance Sheet Overview
Sample nonprofit statement of financial position comparing years, with explanatory notes on assets, receivables, liabilities, net assets, and liquidity ratios.
Template
Income Statement Overview
Sample nonprofit statement of activities showing income and expenses by donor restriction, with guidance notes on revenue sources and trends.
Guide
The Tech Stack Your Nonprofit Needs to Modernize Its Accounting
Explore the tools nonprofits are using to modernize their accounting, with helpful context alongside our thinking on cash vs. accrual accounting.
Guide
10 Things I Wish I Knew Before Hiring a Nonprofit Accountant
Everything you need to know before hiring a nonprofit accountant, including the right questions to ask and the red flags to watch for.
Guide
Audit Readiness Guide
A step-by-step guide to getting your organization financially prepared before auditors arrive, so nothing catches you off guard when it matters most.
Guide
The Nonprofit CFO Guide
Explains how nonprofit finance is shifting from accounting to strategic leadership, and how AI reshapes reporting, forecasting, compliance, and decision-making.
Guide
KPIs You Should Be Tracking for Your Nonprofit
A guide to common nonprofit KPIs across financial, operational, and programmatic areas, with formulas and benchmarks to measure organizational performance.
Checklist
Audit Readiness Checklist
See everything your nonprofit needs to have in order before an audit, from documentation to reconciliations to board records.
