MoneyMinder has been supporting volunteer-run nonprofit treasurers for nearly two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether you are new to your role or a seasoned veteran, these tips might just help make your volunteer experience easier.
How to choose the right payment processor for your group.
This episode explores the features & functions you want to consider when finding the right payment processor solution for your group.
Procedures & protocols for handling cash at an event
In this episode, Cyndi talks about some of the things to consider to ensure that the management and cash tracking are accurately accounted for with a clear paper trail.
Record keeping requirements: What to keep and for how long.
This week we discuss how long you need to keep documents, tips for getting organizing, along with some suggestions about electronic document organization, using MoneyMinder.
How to handle Lost Check requests for checks that you‘ve issued
Today’s tip discusses what to do when someone you wrote a check to lost it. We also talk about how and when to work with your bank to put a “stop payment” in place and what that really means.
Mini Audits: What they are and how to conduct one.
This episode explains what a mini-audit (mini-financial review) is and why it’s a good thing to conduct every month. We also share ideas for how to get other board members to help with this.
Reasons to use Check Request & Reimbursement Forms
Keeping an accurate paper trail for your organization is one of your most important responsibilities. Dotting those i’s and crossing those t’s is what Check Request Forms and Reimbursements Forms are all about. In this week’s episode, we dive into why these types of things are necessary and how to create routines around those.