CSI Resource Center for Nonprofits

Financial / Legal Management

Below are resources to help equip your staff, board and/or finance committee members with best practices around financial oversight and compliance issues.


Compliance Checklist – compiled by CalNonprofits, this handy comprehensive checklist helps nonprofit 501(c)(3) organizations — charities — keep up-to-date with annual filing requirements. All in one place, with links to the resources you need if you have questions.

Compensation and Benefits Report – the Center for Nonprofit Management surveys and produces a report of compensation and benefits in the nonprofit sector every year.

Fiscal Management Associates – FMA’s consulting, coaching and training services equip nonprofit leaders with the tools to monitor and manage financial performance and develop a culture of Operational Excellence. FMA’s experienced team of consultants can help establish the fiscal and operational infrastructure to support an organization’s operating needs and develop capacity for future growth.

Fiscal Sponsorship – Greg Colvin of Adler & Colvin is an attorney and expert in tax law for nonprofits including best practices for fiscal sponsorships.

IRS Compliance Guide for 501(c)(3) Public Charities – In this publication, the IRS addresses activities that could jeopardize a public charity’s tax-exempt status. It identifies general compliance requirements on recordkeeping, reporting, and disclosure for exempt organizations (EOs) described in section 501(c)(3) of the Code that are classified as public charities.

Nonprofit Finance Fund provide financial resources, in the form of loans, grants, and asset-building programs, in concert with management advice. NFF works directly and with funders to strengthen these organizations and the system by which they are funded.

Nolo LAW for ALL helps help consumers and small businesses find answers to their everyday legal and business questions.

Public Counsel Law Center is the nation’s largest not-for-profit law firm specializing in delivering pro bono legal services. Public Counsel annually assists more than 30,000 families, children, immigrants, veterans, and nonprofit organizations and addresses systemic poverty and civil rights issues through impact litigation and policy advocacy.

StrongNonprofits ToolkitResources to strengthen your nonprofit financial management.

Propel Nonprofits provides consulting and coaching designed to equip your organization with financial tools and resources that provide insight and ultimately empower nonprofit boards and staff to make decisions with confidence.