Resources

Equipping You to Achieve Your Goals

Select a topic below for a list of resources.

Accounting and Bookkeeping

Nonprofit Year End Close Checklist

Audits and Reviews

Nonprofit Integrity Act of 2004 Summary of Key Provisions

Tax Compliance

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

Board Governance

General Policies

Sample Conflict of Interest Policy

Sample Gift Acceptance Policy

Sample Whistleblower Policy

Sample Written Document Retention & Destruction Policy