Nonprofit Financial Planning Made Easy

ISBN-10: 0471715271
ISBN-13: 9780471715276
Edition: 2nd 2007 (Revised)
Authors: Jody Blazek
List price: $49.00 Buy it from $23.16
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Description: Written by Jody Blazek, this book presents easy-to-implement strategies to make financial management a more streamlined, effective process in nonprofits of all types and sizes.

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Book details

List price: $49.00
Edition: 2nd
Copyright year: 2007
Publisher: John Wiley & Sons, Incorporated
Publication date: 3/3/2008
Binding: Hardcover
Pages: 256
Size: 6.25" wide x 9.25" long x 1.00" tall
Weight: 1.100
Language: English

Written by Jody Blazek, this book presents easy-to-implement strategies to make financial management a more streamlined, effective process in nonprofits of all types and sizes.

About The Author
Preface
Introductory Concepts
How To Use This Book
Attributes Of Nonprofits
Can Nonprofits Profit?
Meaning Of Profit
Profit Prohibitions
Why Seek A Profit?
Difference Between Nonprofits And For-Profits
Capitalization: Philanthropists Versus Investors
Revenues: Constituents Versus Customers
For-Profit Tools
Pursuit Of Financial Success: Some Observations
Be Realistic About Expectations
Make Use Of Intangible Resources
Nonprofit Mentality Is Often "Penny Wise And Pound Foolish"
Financial Accounting For Nonprofits Is Different
Producing An Audit Trail Benefits The Organization In Many Ways
Enhancing Computer Capabilities May Not Cure Financial Ills
Respect The Organizational Structure Or Change It
Know Who's In Charge
Economic Conditions Must Be Anticipated
Long-Range Planning Is Indispensable
Know Why The Nonprofit Organization Has Tax-Exempt Status
Comprehensive Financial Planning Checklist
Structuring The Organization For Fiscal Strength
Establishing The Hierarchy
The Role Of The Board
Standards For Directors
Impact Of Sarbanes-Oxley
A Director's Duties
Reviewing Financial Reports
Filling Board Positions
Finding Prospects
Staff Representation On The Board
Compensation For Board Service
Number Of Directors
Role Of The Treasurer And The Cfo.
Inside And Outside Accountants
Financial Management Team
Defining Inside And Outside Accountants
Selecting Financial Reporting Services
Understanding The Auditing Process
When To Audit
Review And Compilation Processes
Requests For Proposals For Accounting Services
Conflict-Of-Interest Policy
Chapter 3
Balancing Mission And Finances
Defining The Mission
Mission Statement
Prioritizing Goals
Assessing The Resources
Making Micro Resource Decisions
Macro Resource Analysis
Budgeting
Budget Planning Issues
Balancing
Timing
Evolution
Accountability
Zero Basis Versus Incremental
Forecasting
Types Of Budgets
Advantages And Disadvantages
Who Participates In Budgeting?
Selling The Budget
Budget Policy Manual
Communicating The Process
Scheduling Budget Process
Changing Budget Midyear
Timing Dilemmas
Preparing Forecasts
Donations And Memberships
Service Delivery Fees
Grants And Contracts
Investment Income
Expenses
Statistical Operational Data
Sample Customer Survey
Useful Statistics
Capital Additions Budget
Monitoring Variances
Model Budgets
Proposed Overall 20xx Budget Compared To 20xx Actual
Functional Revenue And Expense Budget
Member Services Budget Worksheet
Budget Increases (Decreases) Projected For 19x7
Personnel Budget
Program Cost Analysis
Other Reports And Analysis
A Budgeting Checklist
Asset Management
Maximizing Resources
Getting Resources
Forming Alliances
Business Income
Planned Gifts
Cash Flow Planning
Understanding CPA's Cash Flow Statement
Cyclical Fluctuations
Designing Cash Flow Budgets
Beyond Cash Flow Imbalances
More Money In The Bank
To Borrow Or Not
Prudent Investment Planning
Facing The Unknown
Risk Versus return
Investment Cycles
Measuring Investment return
Restricted Gifts
Isolating Restricted Grants
Administrative Costs
Endowments
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