Below is Colorado Nonprofit Association’s corporate credit card policy and agreement. The policy and agreement includes procedures for determining maximums, submitting receipts, lost cards, and more. We suggest having a legal professional review your credit card policy and agreement prior to adopting it.
Contributed by: Royal Wealth Management
Below is a resource for the essential elements to include in your investment policy.
Contributed by: Royal Wealth Management
This resource outlines the steps your organization should take when conducting your search for an investment provider.
Contributed By: BKD CPAs & Advisors
Author: Steve Sauer, CPA
This resource lists examples of internal control procedures that any organization, including smaller organization, can implement. These examples were adapted from Colorado Nonprofit Association’s Fiscal Policies.
Below is a sample expense reimbursement form for staff and volunteers. View the Sample Employee Handbook for a sample policy on expense reimbursements.