Resources Tools + Publications

Tools + Publications - CRE

Useful
Links

City and State Government

Office of the NYS Attorney General, Charities Bureau
NYC Economic Development Corp.
NYC Independent Budget Office
NYC Nonprofit Assistance

Financial Management

The Wallace Foundation

Fundraising + Grantmaking

Foundation Center
Grants.gov

Low-Cost and Pro-Bono Nonprofit Services

F.Y. Eye
Gray Matters
Lawyers Alliance for New York
New York Cares
Nonprofit Coordinating Committee
Public Allies
PennPAC
ReServe
Volunteer Match

Nonprofit News and Publications

The Chronicle of Philanthropy

New York Nonprofit Media

The Nonprofit Quarterly

Philanthropy News Digest

The courage to pause

Lessons learned from CRE's leadership caucus

Program planning presentations

This program planning presentation helps nonprofits focus on what is core to their mission.

Peak performance

Nonprofit leaders rate highest in 360-degree reviews

Projected income budget

Use this budget tool to project income from various sources based on the likelihood of receipt.

Budget [shared general and admin expenses]

This before and after budget demonstrates how to allocate shared general and administrative expenses among revenue sources.

From vision to reality

A guide to launching a successful nonprofit organization

Del dicho al hecho

Una guía para crear con éxito una organización sin fines de lucro

The four pillars of talent management

This poster session helps nonprofits increase their awareness and understanding of the components of effective talent management and the conditions for talent to thrive.

Budget [variance analysis]

Use this format to analyze variances between actual and budgeted revenues and expenses.

Five key challenges of nonprofit leaders

This Circle-of-Challenge framework was adapted from Meeting the Job Challenges of Nonprofit Leaders: A Fieldbook on Strategies and Actions (Center for Creative Leadership, January 2015)

Financial reports for management and board

These are the financial reports senior management and the board will need on a monthly, quarterly and annual basis.

Cash flow analysis

Project your organization's cash flow with this tool.

Questions to ask before engaging an auditor

Use these questions to interview a CPA you are hiring to perform an audit or financial review.

Tips on financial record-keeping

This memo will help you understand what records you need to keep and how to organize them.

Questions when engaging a financial services provider

These questions will help you if you plan to outsource your financial management.

Sample personnel manual

Use this sample personnel manual as a guide to setting up a personnel manual for your organization. Every nonprofit should have one. It should be distributed upon hire, and updated as needed.

Intro to outcome thinking

This presentation which CRE prepared for IBM corporate volunteers introduces you to outcome thinking, theory of change and logic models.

Fundraising strategies

Use these fundraising strategies to increase support from private sources and cultivate individual, corporate, in-kind, and special event donors.

Nonprofits under pressure

A case study in collaboration: how Community Resource Exchange and The Staten Island Foundation partnered to support nonprofits

Self-coaching strategies for nonprofit leaders

This article was adapted from Meeting the Job Challenges of Nonprofit Leaders: A Fieldbook on Strategies and Actions (Center for Creative Leadership, January 2015), and is from the Nonprofit Quarterly’s spring 2016 edition, “Strategic Nonprofit Management: Frameworks and Scaffolding.”
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