treasurer tips

The Nonprofit Officer Exit: 5 Steps for a Compliant Transition

https://www.youtube.com/watch?v=UHg9Fpcr8UU In this week's Two Minute Treasurer Tip Podcast, Cyndi discusses the topic of the nonprofit officer…

PTO & PTA Treasurer’s Summer Checklist

10 Ways for Parent Group Treasurers to Wrap Up and Prepare As a busy parent volunteer, we…

How to Prepare for Your Nonprofit Group’s Audit

https://www.youtube.com/watch?v=sb3NcF3mxiQ&t=4s Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about how…

Year-End Tips for Outgoing Nonprofit Treasurers

Following is a transcript from this episode of MoneyMinder’s Two Minute Treasurer’s Tip Podcast. https://www.youtube.com/watch?v=XGJJ0eKMk0A Welcome to…

What to do if Your 501(c)(3) Status Was Revoked

Following is a transcript from this episode of MoneyMinder’s Two Minute Treasurer’s Tip Podcast. Welcome to the…

What is the Role of a Treasurer?

This article was originally written in 2013 and was edited in 2024. The treasurer of a nonprofit…

The Magic Formula for PTO & PTA Budgets

A budget is the foundation of success for any nonprofit, and that includes Parent Teacher Organizations (PTO)…

Should Club Treasurers do a Monthly Audit, an Annual Audit, or Both?

Following is a transcript from this episode of MoneyMinder’s Two Minute Treasurer’s Tip Podcast. Welcome to the…

End-of-Year Checklist for PTO & PTA Treasurers

As the end of the school year approaches, many Parent Teacher Organizations (PTOs) and Associations (PTAs) have…

How to Make your Treasurer Reports So Sexy People Will Look (and Listen)

Following is a transcript from this episode of MoneyMinder's Two Minute Treasurer's Tip Podcast. Welcome to the…

5 Ways to Set Your Booster Club Up for Success This New Year

As the calendar turns and the new year unfolds, booster clubs find themselves in a key time…

How MoneyMinder Supports a Paperless Workflow for Treasurers

As Treasurer for your group, you play a critical role in managing finances and keeping track of…

5 Benefits of Using a Budget

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Getting Started as Treasurer [Video]

So, you’ve just become the new treasurer for your nonprofit. Way to go! But now what? Here…

Pickleball Management: Building Financial Transparency and Trust in Your Club

If you aren't already familiar with the sport of pickeball, you are missing out on a nationwide…

5 Must-Have Features When Choosing Parent Group Treasurer Software (PTA, PTO, Boosters)

As the new school year approaches, parent groups such as PTAs, PTOs and Booster Clubs are gearing…

Can the Treasurer Serve on the Audit Committee?

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Celebrate Champions of Good on National Nonprofit Day

From donuts to cats, there seems to be a holiday for everything these days. While some holidays…

How to Select a Good Bank or Credit Union for Your Small Group or Nonprofit

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Do You Need to Change Your Financial Year Start Date?

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

How to Manage Unused Gift Cards that Have Been Donated to Your Organization

Following is a transcript of this episode of the Two Minute Treasurer's Tip Podcast from MoneyMinder, with…

Making Adjustments Mid-Year Based on a Budget Analysis

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Questions to Consider When Evaluating Nonprofit Technology Solutions for Your Group

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Ideas for Attracting Volunteers from All Generations

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Can I Be Held Personally Liable for My Nonprofit?

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Cleaning Up and Organizing Your Group’s Records

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

Financial Tracking & Recordkeeping for Major Products or Purchases

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below.…

How to Track In-Kind Donations in a Meaningful Way

Following is a transcript of this episode of the Two Minute Treasurer's Tip Podcast from MoneyMinder, with…

How to Keep Your Budget Fresh

Following is a transcript of this episode of the Two Minute Treasurer's Tip Podcast, with audio/video below.…

How to Set Your New Board up for Success

Following is a transcript of this episode of the Two Minute Treasurer's Tip Podcast, with audio/video below.…

How to Choose the Right Online Payment Platform for Your Group

Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast, with audio/video below.…

Getting Started as the PTA Treasurer

By definition, the PTO or PTA Treasurer is responsible for all funds that pass through the organization's…

It’s Your First PTA Meeting of the Year. What do you do?

Following is a transcript of this episode of the Two Minute Treasurer's Tip Podcast. Welcome to the…

Is it Safe to Give Out My Nonprofit’s EIN Number?

Following is a transcript of this episode of the Two Minute Treasurer's Podcast. Welcome to the Two-Minute…

What are the Responsibilities of the Treasurer?

Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip…

Procedures & Protocols for Handling Cash at an Event

Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer's Tip…