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Financial Management- Self-Assessment

Financial Self-Assessment Checklist

MAP's Free Management Library provides a basic checklist to assess financial management in nonprofit organizations.

Early Warning System for Financial Risks

The Low Income Housing Fund developed this financial risk analysis tool for nonprofits and makes it available at no cost via their website.

Importance of Cash flow and Financial Self Assessment

This presentation by Raffa Partner Bob Cocchiaro entitled "Selected Topics in Financial Management"  gives a short introduction to the importance of managing cash flow and using self assessment tools during tight economic times.

McKinsey Capacity Building Report & Self Assessment Tool

Venture Philanthropy Partners funded this McKinsey study on effective capacity building (listed as the second feature on the page accessed by the link) This resource is featured in several areas of IKNOW because of the importance of framing work on any system/process within an organization in line with the mission, strategy, and priorities of the whole and with an understanding of the impacts on the other systems/processes within the organization.If you don't have AdobeAcrobat for reading PDF files, you can download it from Adobe at no charge.

Endowment/Foundation Asset Allocation and Spending Policy Analysis Questionnaire

This PDF was submitted by Raffa Financial Services. {Note Raffa is a sponsor of IKNOW.org}

Self-Administered Financial Checkup

The Nonprofit Financial Center's NFC Financial Check-Up™ is a self-assessment tool for nonprofit leaders to assess strengths and weaknesses in the policies, systems, and practice of financial management in their nonprofit organization.  Note: Membership in NFC is needed to access this solid tool.
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