資源收集
管理非營利組織的工具
了解非營利組織的財務規劃和管理、董事會治理和樣本政策。
文件
財務規劃、預算和成本分配
Guidance on which direct and indirect costs nonprofit service providers can include in City grants and contracts.
The City establishes policy to align with this guidance in many cases, and many nonprofit grants and contracts including federal funding where these policies apply more explicitly.
This guide contains suggested financial policies and procedures to help nonprofits:
- Protect their assets
- Ensure accurate financial record keeping
- Make financial decisions
- Establish operating standards and train staff members
- Ensure compliance with federal, state, and local legal and reporting requirements
Learn the basics of creating financial policies for your organization.
Sample policies and procedures for small nonprofits that do not have an administrator with financial expertise.
Checklist for resolving issues related to:
- Cash receipts and disbursements
- Petty cash
- Payroll
- Fixed assets
- Financial statements
Learn about time tracking requirements and best practices.
Sample template for budgeting across your organization.
Learn the basics of building a budget and projecting cash flow.
Learn how to allocate indirect and shared costs across programs and administration.
Workbook to help you understand nonprofit expenses and help you learn acceptable allocation methods.
Training materials from our budgeting workshop.
董事會治理
Best practices for creating a board of directors’ policy manual, including information on:
- Bylaws
- Fundraising responsibilities
- Filling board vacancies
Learn about board governance and member responsibilities.
A board's key objectives, functions, and responsibilities.
Learn what to include in your board's handbook.
This checklist will help you assess your board and make sure it has people with the right skills and is involved in the right activities to help your organization thrive.
Set rules and standards for your board members using this sample conflict of interest policy as a model.
Assess what skills and qualities your board members or potential board members have.
Learn the different roles and duties a Board of Directors must fulfill.
政策樣本
Sample Document Retention and Destruction Policy to use as a model.
Sample Policy on Protecting Personally Identifiable Information to use as a model.
Sample Whistleblower Policy to use as a model.
Sample Drug and Alcohol Policy to use as a model.
Sample Travel Policy to use as a model.
Nonprofits in the Monitoring Program must have a written policy on how they comply with the Sunshine Ordinance to ensure access to public records. Use this sample as a model.
更多資訊
- 請查看控制員辦公室計劃、政策和非營利承包資訊頁面,以了解有關控制員辦公室在非營利政策和監督方面的工作的更多資訊。
- 訪問全市非營利組織監測和能力建設計劃,以獲取有關控制員辦公室協調非營利組織和合約監測和能力建設的計劃的更多資訊。
- 查看舊金山非營利支出和合約儀表板,以了解全市對非營利承包商支出的總結數據。
- 查看有興趣進行非營利財務審計的會計師事務所的互動式目錄。非營利組織可以利用這一點來聯繫符合其需求的審計師。
- 瀏覽有關城市與非營利組織簽訂合約的公開資訊頁面,以了解如何找到有關非營利組織支出、績效和服務的更多資訊。
- 了解更多與非營利組織簽訂合約相關的城市政策和法規。