Here are Your Sample Forms & Letters

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What you need to have the tools for the job of treasurer handy.
Treasurer's Bin Checklist
Don't forget anything when you pass off the baton to the next treasurer.
Treasurer's Year-End Checklist
Sample report for a nonprofit treasurer
Sample Treasurer's Report
Thank donors for their generosity.
Sample Thank-You Letter & Post Card
A sample budget for your nonprofit
Sample Budget
Request for funds outside of the allocated budget
Request for Funds Form
Request an advance for expenses
Request for Advance Form
Proven tips to keep treasurers organized
Organizational Tips for Treasurers
Non-Sufficient Funds check letter example
NSF Check Letter
Keep track of meeting attendance with this register
Meeting Attendance Register
Once a financial review is done, send this financial review findings letter.
Financial Review Findings Letter
Financial review checklist for nonprofits
Financial Review Checklist
Which documents should a nonprofit store?
Document Retention Checklist
What to store in a physical binder for small nonprofits
Daily Operations Binder Checklist
Critical documents for nonprofits
Critical Documents Binder Checklist
Choosing insurance coverage for nonprofits
Choosing Insurance Coverage
Sample form to request a check for nonprofit use.
Check Request Form
Nonprofit cash count worksheet
Cash Count Worksheet
Perform a quick nonprofit financial review with this form.
10-Minute Financial Review Form
How to Choose a Bank
How to Choose a Bank