The Nonprofit Board Financial Stewardship Checklist
10 questions to help nonprofit boards strengthen reserves, investment oversight, fiduciary governance, and retirement-plan decision-making.
PDF • Complimentary educational resource
Strong financial stewardship starts with the right questions.
A nonprofit board's financial responsibility extends beyond approving an annual budget. This checklist provides practical questions your board, finance committee, or leadership team can use to evaluate the policies and processes surrounding your organization's financial resources.
Investments & Reserves
Consider liquidity, long-term assets, investment policy, risk, and the purpose of different pools of funds.
Board & Fiduciary Guidance
Review responsibilities, policies, oversight processes, fees, and financial decision-making.
Could your board confidently answer all 10 questions?
If the checklist raises questions about your organization's financial stewardship, Sweeney Financial Advisors would be happy to be a resource.