Your Purpose-Driven Toolkit

Free tools to strengthen financial systems, governance, and capacity.

This toolkit is designed to give leaders practical, ready-to-use resources for building financial confidence and resilience. Explore free templates to simplify day-to-day accounting, watch webinars for deeper learning, or listen to podcasts and read articles for fresh insights. Use the accordion below to find what’s most useful for your organization—whether you’re looking for quick tools, in-depth training, or thought leadership on purpose-driven finance.

Financial Governance and Oversight

PDF: Financial Management Roles & Responsibilities in Charities and NFP Orgs

Podcast: Financial Governance, Financial Management and Financial Reporting, what’s the difference?

Podcast: The small non-profit podcast: measure what counts – non-profit and charity financials

Budgeting & Financial Management

Webinar: How to read and understand financial statements of charities and non-profits.

Internal Controls and Risk Management

PDF: Internal Controls for Small to Mid-size NFP Orgs

Webinar: Critical financial controls for small to medium non-profits

Podcast: Walking the tight-rope: employee vs. Independent contractors for charities and non-profits.

Article: Critical financial internal controls that could shelter the homeless and feed the hungry.

Capacity Building

PDF: Comparative NP and Charity Finance Role Position Descriptions.

Article: Four keys to financial success in small to mid-size non-profits and charities.

Podcast: Maximizing organizational impact through financial systems

Article: I’m passionate about the cause. Do I really need to learn to read and understand financial statements and reports?

Indigenous Financial Governance

Webinar: Six evolving practices in indigenous government finances and performance reporting

Board Governance

PDF: Treasurer Position Description

PDF: Discussion Paper: Minimum Viable Board

Webinar: How to find, train, keep and be an awesome Treasurer

Podcast: Finding and engaging a Treasurer

Article: Six steps to being an awesome treasurer

Community Foundations

Webinar: Effective Financial Stewardship in Community Foundations

Webinar: Community Foundation Gift Agreements and Fund Types

Webinar: Reading and understanding community foundation financial statements and reports

Webinar: Critical Financial Internal Controls for Community Foundations

Sector Trends

Podcast: The Overhead Myth: Let’s End It Once and For All!

Article: The silver bullet to building the capacity of the not-for-profit sector