Financial stewardship toolkit

An essential reference guide for mission-based organizations looking to increase efficiency, visibility, and control for future-proof finances.

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Want to free your org so it can focus on its mission? The challenges are many, but with this toolkit at your side, every one of them becomes an opportunity for impact.

From streamlining day-to-day finances to building resilience with financial automation, we've gathered together top takeaways, resources, and tools to help you tackle inefficiencies and turn them into time-saving best practices. So you can spend your energy focusing on your mission and growing your community.

Learn real-world strategies for key topics like:

  • Streamlining day-to-day finances
  • Managing donations, designated funds, & transparency
  • Reducing errors & avoiding costly mistakes
  • Budgeting for ministries & programs
  • Audit, tax, & compliance considerations
  • Operating with small or volunteer staff
  • Building resilience with financial automation
  • And many, many more