Guide and Template for Fiscal Policies and Procedures

CompassPoint has developed a well-organized, time-saving template and accompanying guide to make it a bit easier for you to write or update your organization’s fiscal policies and procedures. We believe that the most important part of developing policies and procedures is that they are discussed, agreed upon, and regularly reviewed by both the decision makers in an organization and by those who will be implementing them on a day-to-day basis. There is no “one size fits all” template that will work for all organizations, but this template and guide offer a recommended structure for policies and procedures as well as some questions to guide you in considering what is best for your organization.


CompassPoint fiscal policies and procedures template

CompassPoint fiscal policies and procedures guide


If you wish to do additional research, here is a fiscal policies and procedures template and guide from the Nonprofits Assistance Fund in Minnesota.

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