Board/Governance

Board Communication: Reporting Financial Information

This resource outlines the types of financial reports that are needed by a board, as well as how to present the information to the board.

Board of Directors Meeting Minutes Template

Template to record your board meeting minutes, created for your convenience and to remind you of legal recommendations related to board minutes.

Board Profile Worksheet

A tool for nonprofits to identify and track desirable board skills and characteristics, spotlighting what to seek from new board members.

Board Roles & Responsibilities

Legal compliance and financial oversight are certainly on the list of board responsibilities, but they’re not enough for effective governance. Your board should be doing...

Nonprofit Governance: Coloring Outside the Box…One Size Does Not Fit All

Study about ways to improve board function and effectiveness, and proposes discussion questions to facilitate conversations between staff and board leaders.

All Board/Governance Resources

Finance

Analyzing Financial Information Using Ratios

This Propel Nonprofits tool provides the description and calculation of 14 ratios, including a mix of balance sheet and income statement ratios.

Audit Services RFP

Template is a sample of a Request for Proposal that your nonprofit could submit to a company for the preparation of yearly audited financial statements.

Balance Sheet Cheat Sheet

The Propel Nonprofits Balance Sheet Cheat Sheet highlights six key measures that are useful for all types of nonprofits.

Board Communication: Reporting Financial Information

This resource outlines the types of financial reports that are needed by a board, as well as how to present the information to the board.

Budgeting: A 10-Step Checklist

Propel Nonprofits 10-step budgeting checklist is a planning tool that reflects an organization’s programs, mission, and strategic plan.

All Finance Resources

Fiscal Sponsorship

Fiscal Sponsorship Primer Video

Fiscal sponsorship is a great alternative to getting a 501(c)(3) nonprofit status. This short video explains what fiscal sponsorship is and why you might consider...

Social Enterprise

Social Enterprise Business Plan

This outline for a social enterprise business plan is a guide for research, planning, and writing a business plan for nonprofit social enterprises.

Strategy/Planning

Considering Options Along the Strategic Alignment Spectrum

Based on organizational goals, there are many options along the realignment spectrum including program transfer, joint ventures, and others.

NewMergeMinnesota

This document provides step-by-step merger guidance.

Social Enterprise Business Plan

This outline for a social enterprise business plan is a guide for research, planning, and writing a business plan for nonprofit social enterprises.

Success Factors in Nonprofit Mergers

Full study of 41 direct-service organization mergers in Minnesota conducted by MAP for Nonprofits and Wilder Research.

Success Factors in Nonprofit Mergers, Synopsis

This is a synopsis of a study of 41 direct-service organization mergers in Minnesota conducted by MAP for Nonprofits and Wilder Research.

All Strategy/Planning Resources