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Guide to a Smooth Treasurer Transition

A change of treasurer shouldn't stop your organization from running.

Passing the Treasurer Baton

Treasurer transitions happen periodically and we want yours to be as smooth and professional as possible. We all know that a smooth succession to a new treasurer benefits everyone in the group and that seamless changes can save a lot of time and hassle.

The Guide to a Smooth Treasurer Transition is geared toward incoming treasurers but there is useful information for outgoing treasurers in order to ensure that they close their period of service feeling helpful and accomplished.

Nonprofit Central—makers of MoneyMinder Software—is committed to bettering policies and procedures within the nonprofit community. Download our Guide to a Smooth Treasurer Transition and empower your Board through a smooth transition process.

Outgoing Treasurer Responsibilities
Treasurer’s Year-End Check List
Treasurer’s File “Bin” Checklist
Lists for critical documents and forms, banking needs and office supplies


Download the Guide to Treasurer Transitions

Treasurer Transitions Guide

More Nonprofit Resources

Sample Reports

Sample Forms & Letters

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Give the Treasurer's Report

Treasurer Transitions

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Getting More Volunteers

Treasurer How To's

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Nonprofit Leadership Guide

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Included in the MoneyMinder Bank Integration add-on for $59/year.

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