The New Nonprofit Treasurer Workbook

About this book

Learn it by doing it.

This workbook goes with The New Nonprofit Treasurer course, one section per session. You’ll practice on a sample charity’s records before you touch your own: count the money from a fundraising dinner, track a restricted grant, reconcile a bank statement, build a budget, and spot the warning signs of trouble.

• Check-your-understanding questions for every session
• Realistic practice exercises with worked answers
• Fill-in pages that document YOUR organization’s accounts, signers, grants, and filing deadlines, so the next treasurer has a real handoff binder
• Reproducible forms: event count sheet, grant summary, reimbursement request, bank reconciliation, restricted funds schedule, monthly report, and more
• A word search for every session and a review crossword

Large 8.5 x 11 format with room to write.

The treasurer books are general education for volunteers. They are not individual tax, legal or accounting advice; for your organization's specific situation, consult a qualified professional.