Nonprofit Treasurer Forms & Templates: A Tip From Cyndi

So, you’re the new treasurer? Congratulations! No matter how you got here, you’ve got an important job on your hands. Cyndi is here with some introductory videos to help kickstart you in your new role. The series, called Strong Treasurers, Strong Communities, can be found on YouTube.

In this episode, Cyndi has an important suggestion for you. If your group doesn’t already have the documents it needs to run, start by grabbing some from the internet. After all, why reinvent the wheel when there are plenty of templates available for you to download and use?

You’re going to need things like a cash count worksheet, a financial review form, a check request form, request letters, thank you letters, bounced check letters, donation receipts and more. This would take you ages to create on your own. Luckily, there are plenty of folks creating this content where you can gather it up and make them your own.

For your convenience, MoneyMinder has over 40 treasurer documents available in one bundle on Etsy. It’s hard to put a monetary value on decades of experience and thousands of treasurers served. But we want you to succeed, so we’re bundling these up for one low price.

Nonprofit Treasurer Documents Included:

You’ll get editable spreadsheets, fillable PDFs, customizable documents, treasurer checklists, sample reports and more!

Download them and make your life as volunteer treasurer easier!