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Finance Unlocked for Nonprofits (FUN)

Post-Workshop Materials

FUNlogo

All Finance Unlocked for Nonprofits (FUN) materials can be found on the Washington Nonprofits website. We encourage you to download the videos to your computer if you are going to show them to your board. They can be downloaded from the Finance Unlocked for Nonprofits Vimeo channel.

At the workshop, Nancy mentioned board policies and procedures. Washington Nonprofits is just starting to work on the videos tied to Boards in Gear project were you can find a library of policies and procedures.

Stay up to Date with the Secretary of State [pdf]

FUN Kit (990, Balance Sheet, Giving, Income Statement, Oversight) [pdf]

FUN Presentation Handout [pdf]


nancybacon2Nancy Bacon, Director of Learning, Washington Nonprofits

Nancy leads the development and implementation of Washington Nonprofits’ professional development programs. Nancy received a B.A. in Economics and German Literature from Swarthmore College and a Master of Public Administration from the University of Washington’s Evans School of Public Affairs. She created and directed the World Affairs Council’s award-winning Global Classroom program and has worked with a range of small organizations as they developed their capacity and community to better serve their mission. She led the team creating FUN.

Comments (13)

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    Larry Meyer

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    What is the fee to attend the workshop in Cashmere on April 7 ?
    Thanks,
    Larry

    Reply

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    Don

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    Where is the link to register for the FUN workshop in Twisp? Looking forward to this!

    Reply

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    Stacy

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    Will you be holding this training on the west side of the state?

    Reply

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    Kathryn

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    My non-profit is very small (Friends of the Wenatchee Public Library) and we do not submit a 990 form. Would FUN benefit me (us) in other ways?

    Reply

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      Jennifer Dolge

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      Hi Kathryn,

      Great question! Nancy Bacon, FUN facilitator, has answered it herself – hope this helps!

      Yes, FUN would definitely benefit small organizations that don’t file a full 990. Our conversation will cover four main areas of nonprofit finance: key reports, IRS filing and other compliance issues, giving, and oversight. The material can be scaled up or down based on the size of the organization. In our brief review of 990s, we will talk about the general lessons that any organization can draw from 990s and what funders are looking for. Small organizations will particularly benefit from our discussion about financial controls, with ideas on how small organizations can protect themselves. There will be a short break-out opportunity in which organizations can talk about the nonprofit finance issues most on their minds.

      Reply

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    Joan

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    I’m wondering what time lunch is served at the Cashmere April 7 meeting?

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      Jennifer Dolge

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      Hi Joan,
      Lunch is not served at the Cashmere event due to the timeframe (1pm-4pm). However, we will have light refreshments available!

      Reply

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    Laurie

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    Would love to attend this but can’t…will you be offering it another time? Sounds like a worthy discussion/workshop. Thanks. lw

    Reply

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