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Financial Planning for Nonprofit Organizations [Paperback]

Jody Blazek (Author)
4.5 out of 5 stars  See all reviews (4 customer reviews)


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Book Description

October 5, 2000 0471412856 978-0471412854 1
Nonprofit Success Strategies for Challenging Times

Financial Planning for Nonprofit Organizations provides practical, proven strategies to safeguard your nonprofit organization’s financial future. It coaches you in the essentials of financial planning and supplies easy-to-use tools, concepts, and techniques for the financial management of nonprofits of every size and type. Drawing upon her extensive experience in financial management for nonprofits, author Jody Blazek:

  • Covers major functional issues in financial planning: administration, roles and responsibilities, budgeting, asset management, and internal controls
  • Arms you with easy-to-implement processes and procedures that make financial management a more streamlined, effective process
  • Describes surefire methods for understanding, interpreting, and using financial information
  • Supplies dozens of worksheets, forms, and checklists that make it easier than ever to manage your organization’s precious financial resources

This invaluable guide is must-reading for directors, managers, trustees, accountants, lawyers, and anyone involved in the financial survival of a nonprofit organization.

www.wiley.com/accounting



Editorial Reviews

Review

Jody Blazek, CPA, provides nonprofit board members and financial managers a valuable resource in Financial Planning for Nonprofit Organizations, published as part of John Wiley & Sons Inc.'s Nonprofit Series. -- Reviewed by The Exempt Organization Tax Review, Vol 15, Number 3 --This text refers to an out of print or unavailable edition of this title.

From the Publisher

Based on the author's firsthand experience advising nonprofits, this excellent, hands-on resource presents proven, easy-to-implement strategies to make financial management a more streamlined, effective process for nonprofits of all types and sizes. Blazek avoids technical financial language and trendy business terms in favor of simple, straightforward guidance. Supplies dozens of checklists, worksheets, and forms to guide readers step-by-step through the financial planning process. --This text refers to an out of print or unavailable edition of this title.

Product Details

  • Paperback: 304 pages
  • Publisher: Wiley; 1 edition (October 5, 2000)
  • Language: English
  • ISBN-10: 0471412856
  • ISBN-13: 978-0471412854
  • Product Dimensions: 9.8 x 7 x 0.9 inches
  • Shipping Weight: 1.2 pounds
  • Average Customer Review: 4.5 out of 5 stars  See all reviews (4 customer reviews)
  • Amazon Best Sellers Rank: #1,049,005 in Books (See Top 100 in Books)

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Customer Reviews

4 Reviews
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Average Customer Review
4.5 out of 5 stars (4 customer reviews)
 
 
 
 
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11 of 12 people found the following review helpful:
5.0 out of 5 stars By getting a copy of this book the nonprofit executive can get a good handle on her organization's financial planning req'ts., February 9, 2008
This review is from: Financial Planning for Nonprofit Organizations (Paperback)

[This review is actually for the Second Edition of this book which I read at B&N on Saturday, February 09, 2008. See ISBN 0471715271.]

This is a gem of a book. I have a financial background, so it was a pretty easy read for me. Like the author I too hold the CPA designation. But unlike the author I don't use that designation professionally any longer. The book has the following 8 chapters:

1. Introductory concepts
2. Structuring the organization for fiscal strength
3. Financing the dream
4. Budgeting
5. Asset management
6. Nonprofit accounting
7. Special financial tools
8. Obtaining and maintaining tax-exempt status

For two years not too long ago I worked as a consultant to nonprofits that needed help with multi-million-dollar capital campaigns. The nonprofit world was new to me then, except for the time I spent in Washington DC a number of years ago as a staff auditor auditing trade associations for E&Y. As a result of my fundraising experiences I found it necessary to read lots of books about aspects of nonprofits. I read books on nonprofit management, nonprofit fundraising, nonprofit capital campaigns, nonprofit endowment campaigns, major gifts, grant proposals and writing, and nonprofit strategic planning.

I didn't read nonprofit books on nonprofit accounting, bookkeeping, or financial planning since I basically knew that stuff. But some people who are not well versed in such subject matter would do themselves a favor to get a copy of Ms. Blazek's book on nonprofit financial planning if they want a well written and well outlined book on the subject. CEOs and CFOs of nonprofits should be adept at their organization's (1) operations, (2) financial planning, and (3) fundraising efforts and abilities. By getting a copy of this book the nonprofit executive can get a good handle on the second leg of the three-legged stool. 5 stars!
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5.0 out of 5 stars would recommend this, September 23, 2011
I would recommend this book because it is a easy read with viable examples. We used this in a college course and I was happy that we used it. Kept way ahead with class by using the authors examples. I would recommend anyone who wants to or is working in a nonprofit to read this book.
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4.0 out of 5 stars Covers the fundamentals well, April 17, 2011
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This review is from: Financial Planning for Nonprofit Organizations (Paperback)
This is a pretty useful introductory book for all managers of a non-profit. Since the entire management should be involved in establishing the budget, they should be well-versed in the material covered. In particular, the accounting for non-profits was good and explained in a way that almost anybody can understand.
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Inside This Book (learn more)
First Sentence:
The manner in which positions are created are filled, duties are divided, and efforts are coordinated determines the degree to which an organization can carry out its mission in a fiscally sound manner. Read the first page
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
exempt constituents, benefited charity, fund accounting system, unrestricted net assets, charitable pledges, certain nonprofit organizations, exempt purposes, nonprofit managers, restricted funds, board treasurer, term nonprofit, private inurement, restricted gifts, nonprofit must, unrelated business income, business league, single audit, accounting guide, ratio analyses, outside accountants, nonprofit may, cash method, nonprofit can, group exemption, voluntary health
Key Phrases - Capitalized Phrases (CAPs): (learn more)
New York, American Bar Association, Hometown Education Center, American Institute of Certified Public Accountants, Casualty August, John Wiley, Statement of Position, United Way of America, Internal Revenue Code, Program Cost Analysis, Jody Blazek, The Association of Nonprofit Managers
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