Financial Management
Sample Documents
American Alliance of Museums
AAM provides Tier 3 museum members with sample endowment and other financial policies and procedures.
Financial Stability Standards
American Alliance of Museums
The Alliance provides standards on financial accountability.
Recorded Webinars
American Alliance of Museums
The Alliance provides over 70 recorded webinars covering a range of topics including on financial sustainability practices. Purchase of each recorded webinar includes access to the archived recording and presentation materials.
Board-Staff “Contract” for Financial Sustainability
Board Café
An article by Board Café notes that each organization needs to develop a clear and explicit agreement for how financial accountability will be ensured. Its Board-Staff Contract for Financial Accountability is a starting point in forging a partnership. This is one of the 5 most frequently reprinted Board Café articles.
Basic Overview of U.S. Nonprofit Financial Management
Free Management Library
The Free Management Library offers the Basic Overview of U.S. Nonprofit Financial Management which discusses the processes and key terms.
The Basic Guide to Non-Profit Financial Management
Free Management Library
Free Management Library makes available The Basic Guide to Non-Profit Financial Management. It has links to information on many topics, including budgets, accounting procedures, cash flow and financial reporting.
Checklist to Assess Financial Activities in Nonprofit Organizations
Free Management Library
The Free Management Library offers a Checklist to Assess Financial Activities in Nonprofit Organizations. The checklist indicators represent what is needed to have a healthy, well-managed organization.
Financial Sustainability of History Organizations
Summerlee Commission
Many history organizations struggle to remain financially viable. This summary findings and recommendations document provides helpful tools to implement in becoming a financial sustainable organization.