Financial Management

Name: Cash & Investment Management for Nonprofit Organization
Author: John Zietlow and Alan G. Seider
Publisher: Jossey-Bass
Type of material: hardcover, 456 pages
Cost of material: $95.00
Primary audience:
Published: April 2007
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471741655,descCd-authorInfo.html

Summary: "Cash & Investment Management for Nonprofit Organizations" effectively brings practical clarity to a potentially complicated topic, and explains how to use the best available methods and tools to help your organization achieve and maintain financial strength.

Name: Cash Flow Strategies: Innovation in Nonprofit Financial Management
Author: Richard S. Linzer and Anna O. Linzer
Publisher: Jossey-Bass
Type of material: hardcover, 272 pages
Cost of material: $90.00
Primary audience:
Published: November 2007
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787981478.html

Summary: "Cash Flow Strategies" offers nonprofit organizations an innovative approach to financial management. In this companion to "The Cash Flow Solution," the authors, Richard and Anna Linzer, reveal their approach-which emphasizes the use of cash flow concepts that enable an organization to have the working capital it needs. The book is filled with illustrative examples and includes the tools and templates needed to make these concepts immediately applicable to any institution.

Name: Effective Economic Decision - Making by Nonprofit Organizations
Author: Dennis R. Young
Publisher: National Center on Nonprofit Enterprise and the Foundation Center
Type of material: book
Cost of material: $34.95
Primary audience:
Published December 2003
Where it can be obtained: http://www.nationalcne.org/index.cfm?fuseaction=category.display&category_id=89

Summary: Useful, practical guidelines to support today's nonprofit managers in their efforts to maximize the effectiveness with which their organizations employ their valuable resources.

Name: Financial and Strategic Management for Nonprofit Organizations: A Comprehensive Reference to Legal, Financial, Management, and Operations Rules and Guidelines for Nonprofits, Third Edition
Author: Herrington J. Bryce
Publisher: Wiley/Jossey-Bass
Type of material: paperback/816 pages
Cost of material: $80.00
Primary audience:
Published: December 1999
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787950262.html

Summary: Provides an encyclopedic account of all the key financial, legal, and managerial issues facing nonprofit executives. Organized into twenty detailed chapters, this comprehensive reference provides a firm grounding in the five fundamental pillars of effective nonprofit management: mission, money, marketing, management, and membership.

Name: Financial Management for Nonprofit Organizations
Author: Jo Ann Hankin, Alan G. Seidner and John T. Zietlow
Publisher: Wiley/Jossey-Bass
Type of material: handcover/624 pages
Cost of material: $95.00
Primary audience:
Published: January 2007
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471741663.html

Summary: This cash management and investment handbook for nonprofit managers helps managers from diverse backgrounds learn to manage their organization's money. It examines traditional treasury functions including banking and cash flow and explores investment management and strategies for managing excess cash, endowment, and long-term (planned) gifts.

Name: Financial Management for Nonprofit Organizations: Policies and Practices
Author: John Zietlow, Jo Ann Hankin and Alan G. Seidner
Publisher: Jossey-Bass
Type of material: E-book, 356 pages
Cost of material: $90.00
Primary audience:
Published: January 2007
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471741663.html

Summary: Indispensable for all types and sizes of nonprofit organizations, this important book imparts a clear sense of the technical expertise and proficiency needed as a nonprofit financial officer and includes real-world case studies, checklists, tables, and sample policies to clarify and explain financial concepts.

Name: Financial Responsibilities of Nonprofit Boards
Author: Andrew S. Lang
Publisher: BoardSource
Type of material: 102 pages
Cost of material: $18.00 (members), $27.00 (non-members)
Primary audience:
Published: 2009
Where it can be obtained: http://www.boardsource.org/Bookstore.asp?Item=113

Summary: Provide your board members with an understanding of their financial responsibilities including an overview of financial oversight and ways to ensure against risk. Written in non-technical language, this book will help your board understand financial planning, the IRS Form 990, and the audit process. Also, included are financial board and staff job descriptions and charts on all the financial documents and reports, including due dates and filing procedures.

Name: Foundation Management: Innovation and Responsibility at Home and Abroad
Author: Frank L. Ellsworth (editior) and Joe Lumarda (editor)
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/312 pages or e-book
Cost of material: $110.00 (hardcover or e-book)
Primary audience:
Published: January 2003
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471269794.html
Also available in E-book format: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471460397.html

Summary: Guide to financial management challenges and solutions for foundations.

Name: Generating and Sustaining Nonprofit Earned Income: A Guide to Successful Enterprise Strategies, Yale School of Management - The Goldman Sachs Foundation Partnership on Nonprofit Ventures
Author: Sharon M. Oster (editor), Cynthia W. Massarsky (editor), Samantha L. Beinhacker (editor) and Bill Bradley (foreword by)
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/352 pages
Cost of material: $52.00
Primary audience:
Published: April 2004
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-078797238X.html

Summary: This comprehensive guide identifies best practices for generating a reliable income stream and ultimately reducing nonprofit organizations' dependence on traditional sources of funding.

Name: Making Critical Decisions: A Practical Guide for Nonprofit Organizations [E-Book]
Author: Roberta M. Snow and Paul H. Phillips
Publisher: Jossey-Bass
Type of material: hardcopy (250 pages) and e-book
Cost of material: $40.00
Primary audience:
Published: November 2007
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787976369.html
Also available in E-book format: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0470185031.html

Summary: Roberta Snow and Paul Phillips present a clear and structured way to manage the challenges of limited resources, competing demands, and the need for accountability while remaining true to a nonprofit's mission. "Making Critical Decisions" offers nonprofit leaders a proven model for making hard choices that minimize risks while maintaining progress toward the organization's goals as well as a practical framework for understanding and implementing the decision-making process.

Name: Nonprofit Financial Planning Made Easy
Author: Jody Blazek
Publisher: Jossey-Bass
Type of material: hardcover, 234 pages
Cost of material: $39.95
Primary audience:
Published: March 2008
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0471715271.html
Also available in E-book format: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470259213.html

Summary: An essential primer of the basics of nonprofit financial planning

This Second Edition of "Nonprofit Financial Planning Made Easy" presents easy-to-implement strategies to make financial management a more streamlined, effective process in nonprofits of all types and sizes. Addressing five key areas of financial planning, it provides practical forms and checklists to aid nonprofit managers in managing their organizations' financial resources.

Filled with numerous checklists, worksheets, and forms to guide nonprofit professionals step-by-step through the financial planning processes, this straightforward book avoids technical financial language and trendy business terms in favor of simple, down-to-earth advice filled with examples of proven financial planning strategies based on the author's firsthand experience advising nonprofits.

Name: Nonprofit Investment Policies: Practical Steps for Growing Charitable Funds (AFP/Wiley Fund Development Series)
Author: Robert P. Fry, Jr.
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/302 pages
Cost of material: $115.00
Primary audience:
Published: April 1998
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-047117887X.html

Summary: Guide to nonprofit investment policy for nonfinancial managers -essential information for maintaining fiscal health and the public trust.

Name: Program-Related Investments: A Technical Manual for Foundations
Author: Christie I. Baxter
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/475 pages
Cost of material: $280.00
Primary audience:
Published: May 1997
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0471178330.html

Summary: This book provides foundations with guidelines for evaluating PRIs, monitoring grant recipients, and tracking returned funds.

Name: Streetsmart Financial Basics for Nonprofit Managers, Third Edition
Author: Thomas A. McLaughlin
Publisher: Wiley/Jossey-Bass
Type of material: paperback/256
Cost of material: $45.00
Primary audience: managers
Published: April 2009
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470414995.html

Summary: Explains how to read, interpret, and implement financial data from bookkeepers and accountants to make management decisions that ensure an organization's long-term financial viability. Organized into four distinct parts - analysis, accounting, operations, and control.

Name: The Collaboration Challenge: How Nonprofits and Businesses Succeed through Strategic Alliances
Author: James E. Austin
Publisher: Wiley/Jossey-Bass
Type of material: hardcover/244 pages
Cost of material: $27.95
Primary audience:
Published: February 2000
Where it can be obtained: http://www.josseybass.com/WileyCDA/WileyTitle/productCd-0787952206.html

Summary: In this book, James E. Austin provides a practical framework for understanding how traditional philanthropic relationships can be transformed into powerful strategic alliances.

Name: The Nonprofit Mergers Workbook Part I
Author: David La Piana
Publisher: Amherst H. Wilder Foundation
Type of material: 240 pages, softcover
Cost of material: $35.95
Primary audience:
Where it can be obtained: http://www.fieldstonealliance.org/productdetails.cfm?PC=80

Summary: This practical guide walks you through the entire merger process from assessing your reasons and readiness, to finding a partner, negotiating the deal, and completing the merger.

Name: The Nonprofit Mergers Workbook Part II
Author: La Piana Associates, Inc.
Publisher: Amherst H. Wilder Foundation
Type of material: 248 pages, softcover
Cost of material: $35.95
Primary audience:
Where it can be obtained: http://www.fieldstonealliance.org/productdetails.cfm?PC=45

Summary: This book takes you the rest of the way-clearly, manageably, and planfully. It's a must-read for anyone considering, embarking on, or just completing a merger.

Name: The Nonprofit Organization's Guide To E-commerce
Author: Gary M. Grobman
Publisher: Amherst H. Wilder Foundation
Type of material: book
Cost of material: $19.95
Primary audience:
Where it can be obtained: http://www.socialworker.com/nonprofit/ecommerce.htm

Summary: This book is the definitive guidebook for nonprofit executives who want to use the Internet for generating revenues. Includes capsule site reviews of more than 150 World Wide Web sites where you can obtain free e-commerce software, tools for your Web page, partner with online retailers, and much more.

Name: The Zone of Insolvency: How Nonprofits Avoid Hidden Liabilities & Build Financial Strength
Author: Ron Mattocks
Publisher: Jossey-Bass
Type of material: hardcover, 240 pages
Cost of material: $49.00
Primary audience:
Published: April 2008
Where it can be obtained: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470245816.html
Also available in E-book format: http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470283025.html

Summary: The book includes:

• Sample action plans for any organization's predicament, whether solvent, in the Zone of Insolvency, or insolvent.
• 10 real-life case studies of nonprofits that have had to confront the Zone of Insolvency and how they each approached the issues, assessed danger spots, acknowledged shortcomings, and committed to an action step. 
• Tips on fundraising hazards, including donor-restricted gifts, charitable gift annuities issued by nonprofits, commissions involving fundraisers, and donors turning into creditors at bankruptcy. 
• Sample board policies covering the key areas that all boards should have a clearly written policy on, such as conflict of interest, review of grants and proposals, borrowing of funds, and purchase authorizations. 
• 60 charts plotting performances of financially strong and weak organizations

Name: Venture Forth! The Essential Guide to Starting a Moneymaking Business in Your Nonprofit Organization
Author: Rolfe Lawson
Publisher: Amherst H. Wilder Foundation
Type of material: softcover /272 pages
Cost of material: $34.95
Primary audience:
Where it can be obtained: http://www.fieldstonealliance.org/productdetails.cfm?PC=41

Summary: This handbook gives you an approach for finding, testing, and launching a successful nonprofit business venture.