Strategy & Tips

Follow these guidelines to close your financial year and set your incoming treasurer up for success.

Sometimes people generously donate gift cards that they have to nonprofits, so the nonprofit can purchase items at that store. Here's how to track those.

Sometimes groups receive donated items to use at events that need to be accounted for. Are you one of those groups? Follow these easy instructions.

Nonprofits that raise money from the public must comply with state charitable solicitation registration requirements in their state. Learn more about this here.

Does your group sell gift cards as a fundraiser? Learn how to track those in MoneyMinder.

Some groups set aside funds that can only be used for a particular purpose (sometimes referred to as restricted funds). Here is how you can keep track of these funds and produce reports that will provide transparency to your group.

Track Tangible Assets - No longer will you have to wonder where the group popcorn machine is, or who checked out the tablet last. Track the location and usage of tangible assets.

The Compliance Log is a great place to keep track of federal tax filings, state requirements, bylaws updates, and important license renewals.

Use the reimbursement tool to review, approve, and process reimbursement requests.

Tracking balances for individual teams or programs within a larger organization—like a sports boosters club—can be done using the Budget and Treasurer’s Report in MoneyMinder.  Start by clicking Budget in...