Financial Management

In this section you will find a series of tools developed by different organizations to enhance your financial management systems.  Please contact Humentum if your organization has developed a tool that you think should be featured in this space.

Key Resources:

• Signs of Financial Health Within Your Organization
• GEO Action Guide: General Operating Support

Operating Reserves:

• Webinar recording & resources - Determining the Appropriate Level of Reserves for Your Organization: A Risk-Based Approach - Grant Thornton (includes Reserves planning: A step-by-step approach for nonprofit organizations white paper)
• Operating Reserves White Paper and Operating Reserves Policy Toolkit - The Nonprofit Operating Reserves Initiative Workgroup

Industry Partner Resources:

• Four Steps to Greater Nonprofit Stewardship with Digital Finance Transformation contributed by GRF CPAs & Advisors
• Tax News Updates contributed by EY
• Volatility, Investments, & NGO Finances contributed by Fiducient Advisors with Humentum
• The Nonprofit Guide for Investing contributed by Fiducient Advisors
• Creating your Fiduciary Trail contributed by Fiducient Advisors
• Hard vs Local Currency contributed by Charitytransfers.org
• Seven Key Factors in Grant Management contributed by Serenic Software
• Smart Stewardship in a Rapidly Changing World contributed by Serenic Software
• 2020 International Development Risk & Insurance Benchmarking contributed by AHT Insurance
• Case Study: Internal Audits Reduce the Risk Associated with Global Operations contributed by GRF CPAs & Advisors