Thanks to all of you who attended our financial management workshops. As promised I have put together all of the resources that were mentioned in the trainings. Scroll down the page for the list of all the resources and please post a comment or email me if you have any questions.

• The Unified Chart of Accounts (UCOA)
  The UCOA (pronounced yoo-KOH-uh) is an activity-based accounting system that incorporates the reporting requirements of many institutional funders and can be tailored to each nonprofit’s changing needs and existing system. The UCOA is designed to allow nonprofits to add as many reporting requirements as necessary while still allowing you to use just one system for accounting and reporting.
• The payment requisition form mentioned in the workshop
• Time-sheet and cost allocation samples – click here if you would like to download the excel worksheets to play with.
• Joint Costs – When you send out something that is both educational AND a solicitation for funds you run the risk of having the total cost of the activity listed as fundraising and not program unless you meet certain criteria. This article will help guide you through the process.
• Pub. 1771, Charitable Contributions Guidelines for Donors (PDF)
• Great Budget and Cash Flow planning and resource tools.
• How to create a financial policy manual and financial management plan.
• The Board Assessment Tool from the CA Association of Nonprofits can be found as a PDF here.
• More info on Cost Allocation can be found here.

If we are missing anything or you have further questions feel free to leave a comment below or use our contact form to send us a message.