The New Treasurer Series
The New Nonprofit Treasurer
A Six-Session Course for Your First Year Overseeing a Small Charity's Money
- Formats
- Paperback, Hardcover, Kindle eBook
- Pages
- 144
- Trim size
- 6 x 9 in
- Written for
- Volunteer board treasurers of small 501(c)(3) charities (budgets from a few thousand dollars up to about $500,000)
- Publisher
- Front Porch Puzzle Press
You said yes to the treasurer’s seat. Now there’s a board meeting next month, a grant report coming due, and a Form 990 with your organization’s name on it.
Most board treasurers of small charities take the job with no training at all. This course walks you through your first year in six practical sessions, in plain English, built around a small nonprofit you’ll get to know along the way.
- How to take over from the last treasurer, and where the board’s job ends and the staff’s begins
- Handling donations, event money, and online giving so no one is ever alone with the money
- Restricted grants, in-kind gifts, and the $250 and $75 donor rules
- Paying staff through a payroll service, reimbursements, contractors, and grant-funded costs
- Board reports people will actually read, budgets, grant reports, and the Form 990
- Simple controls that protect the charity’s money and your good name
Each session ends with discussion questions to work through with your executive director, outgoing treasurer, or finance committee. A companion workbook with practice exercises and reproducible forms is available separately.
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.
