Resources

Charity Navigator – Putting Your Best Foot Forward

Nonprofit Cash Projection Workbook

Nonprofit Year End Close Checklist

Nonprofit Integrity Act of 2004 Summary of Key Provisions

CA Attorney General Charity Status Verification

CA Guide for Charities – 2020 (Best Practices)

Charitable Acknowledgement Guidelines

Franchise Tax Board Exempt Status Verification

Gift-in-Kind Classification Decision Tree

Important Due Dates/Filing Deadlines for Nonprofits

Sample Conflict of Interest Policy

Sample Gift Acceptance Policy

Sample Whistleblower Policy

Sample Written Document Retention & Destruction Policy