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Nonprofit Guides

Free, downloadable guides to help with all aspects of nonprofit management.

Best Practices in a Simple Collection of Nonprofit Guides

From bookkeeping to volunteer management, our nonprofit guides are kept up-to-date with the latest trends and industry standards. Whether you're starting a new nonprofit or would like a refresher for a single aspect of the nonprofit world, MoneyMinder is dedicated to your growth and learning. We speak volunteer, and our guides were designed to help you succeed in your efforts.

School group treasurers: get the PTO & PTA specific guides here.

Treasurer's-Compass

Treasurer How To's

Nonprofit Bank Reconciliation

Bank Reconciliation

Treasurer Transitions

Treasurer Transitions

Sample Treasurer Letters

Sample Letters

Budgeting Help for Nonprofits Treasurers

Budgeting Help

Nonprofit-Forms-for-Treasurers

Sample Forms

Nonprofit Federal Tax Guide

Federal Tax Guide

Guide to Nonprofit Banks & Insurance

Banks & Insurance

Give-the-Treasurer's-Report

The Treasurer's Report

Sample-Treasurer-Reports-for-Nonprofits

Sample Reports

Nonprofit Board Meetings

Productive Meetings

New HOA Treasurer Guide

New HOA Treasurers

Are You a Treasurer? Get the Complete Guide!

When it comes to being treasurer of a nonprofit, group or association, we wrote the book on the subject. Literally. We've packed decades of experience into an 87 page guide, available to anyone on Etsy. MoneyMinder customers get the guide for free.

Ultimate Guide Treasurer

Try MoneyMinder for 30 Days

See how easy it is to use. No obligation. No credit card required.

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Connect to Your Venmo Account

venmoConnect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

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

Email us to turn on your Venmo Integration:
[email protected]

Connect to Your Stripe Account

StripeConnect your Stripe Account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

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

Email us to turn on your Square Integration:
[email protected]

MoneyMinder Store featuring Cheddar Up Integration

MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

Learn More About MoneyMinder Store

Connect to 12,000+ Banks

Bank Integration MoneyMinderConnect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal

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

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

Connect to Your Square Account

SquareConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

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

Email us to turn on your Square Integration:
[email protected]

Connect Your PayPal Account

PaypalConnect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

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

Email us to turn on your PayPal Integration:
[email protected]

Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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