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Nonprofit Accounting Policy and Procedure Templates

Financial Policies and Procedures for Nonprofits, NGOs, and Nonfederal entities

The Copedia Nonprofit Edition provides entities the tools, text, and framework for implementing an organized and integrated system of formalized policies, procedures, and best practices for management, accounting, employees, safety, and project management. Copedia is a collection of financial policies and procedures, financial controls, management best practices, in template formats. It downloads in MS Word and Excel files for quick and easy customization.

Included in the Copedia Nonprofit Edition are management, accounting, financial and fiscal policy and procedures like accounts receivable and payable, budgeting, month and year end, cash handling, office job duties, legal, financial reporting, operations and more.

The Copedia Nonprofit and Uniform Guidance Editions are used by not-for-profit, NGO, governmental, quasi-governmental and educational organizations. The Internal Control procedures are based on the COSO framework. The Uniform Guidance Edition is based on the 2014 Green Book for compliance with non-federal entity grant requirements.

All templates are delivered in MS Word and Excel format. Following is a partial list of templates included in the Copedia Nonprofit Edition:

  • Governance Policies
  • Nonprofit Internal Control Procedures Manual
  • Development Policies and Procedures Manual
  • Revenue Recognition Policies
  • Grants and Contracts
  • Donations Policy
  • Whistle blower Policy
  • Conflict of Interest
  • Conduct Policies for Board, Executives and Employees
  • Executive Compensation
  • and more...
  • A Complete Framework of Over 200 policy and procedures
  • Organized by Manual

Nonprofit Accounting Policy Manual Template

Overview of includes:

  • Accounting Policies and Procedures
  • Accounting for Revenue & Support
  • Accounting for Net Assets
  • Accounts Receivable
  • Accounting for Expenses
  • Accounts Payable
  • Cash handling and Disbursements
  • Period End Close Procedures
  • Financial Reporting Policies and Procedures
  • Financial and Accounting Internal Control Templates
  • Internal Control Evaluation Tools based non the COSO framework
  • Risk Management and Fraud Prevention tools.
  • Segregation/Division of Duties identified in the documents
  • Flowcharts of accounting processes for visuals
  • Records Management
  • Purchasing
  • Benchmarking and Best Practices

The Nonprofit Edition includes over 200 template files of policies, procedures, spreadsheet tools, and checklists.

Also included is the Copedia Framework, our forms library, LibLink, and legal section. Over 1800 files and 20MB in size.

Nonprofit Internal Control Policy and Procedures

Our internal control templates include the financial and management internal controls required for not-for-profit organizations, NGOs, and nonfederal entities. We provide the tools and content needed for an internal control system as specified by the GAO Green Book. NGOs, not-for-profits, and nonfederal entities receiving federal awards greater than $750k use our Uniform Guidance product (Copedia UG) to ensure compliance, effective governance, and financial transparency of their organizations.

Forms and Templates

If you need a form - look in our Forms Library - it's exhaustive. We have literally thousands of forms. We spent years developing this library. Our Forms Library is a must have for every office manager and controller.

Management Controls, Policies and Procedures

Our prewritten policies, procedures, and internal controls help you easily make a Management and Accounting Manual and Develop Standard Operating Procedures. Implement Best Management Practices. Click here to learn more.

Employee Policies with Supervisor Handbook

Not-for-profit employee manual with forms..

Safety Program

Every entity needs a safety and security program manual.

Office Tasks and Reporting

Lists many standard office management duties. Identify who is responsible. Covers Payroll and HR, Accounts Receivable and Payable, General Ledger, Job Costing, Tax Reporting, Business Development, Operations, Misc., Safety and Environment.

office tasks in a nonprofit

Telephone Answering Procedures

Provides the proper protocol and helps ensure the front line is promoting a professional image.

Records Management

Records management policies, procedures and schedules for grants and projects.

Risk Management

The risk management policy and procedures templates help you put Business Risk in perspective and identify mitigation measures. Refer to the menu item "Risk Management" for more details.

This a just a Sample of our Templates...

Have a look around!.