BROWSE RESOURCES ABOUT ‘Budget Finance’

  • Here’s a one-stop marketing guide just for small museums and historic sites. In an age when many local historical associations and museums take money from their marketing budget because resources are tight, which can start a vicious cycle of reduced marketing reach, lower visitation, and then even less money for marketing, this guide will help […]

  • In the second technical leaflet in their financial series, Stacy L. Klingler and Laura B. Roberts move beyond the topic of budgets into a discussion of long-term strategic financial management. A budget is the place to start, but to ensure financial success and stability, you also need ways to monitor your financial performance and to […]

  • In the latest technical leaflet from History News, Klingler and Roberts tackle the tricky issue of budgets: how to make them, how to use them, and how they can help you evaluate your organization and goals. Your budget is one of the most important steps in making your plans for the future a reality. It’s your […]

  • People say that money talks. Too often, however, people don’t want to talk about money. People often shy away from talking about finances beyond a cursory approval of the budget and financial reports until there is a crisis. Ongoing monitoring and conversations about finances are the foundation of a healthy organization. In this StEPs Lab, we […]

  • This curriculum is intended for use by service providers (field service programs, state and regional museum associations, etc.), consultants, and others who present training workshops for paid and unpaid staff of museums, historical societies, historic houses and other organizations. The curriculum content is based on standards in the StEPs program and geared for small- to mid-sized […]

  • Susan Duhl, an experienced conservator and collections manager, discussed how professional conservation standards and best practices can be met with lower cost solutions. The webinar, geared toward historical societies, libraries, archives, and other small to mid-sized institutions, sheds light on the benefits and disadvantages of particular solutions to fundraising, assessments, environmental controls, disaster planning, collections […]

  • Book Two of the Small Museum Toolkit Set. Small museums must adopt policies of financial responsibility and stability if they are to last. Through an organized commitment to transparency and accountability, small museums can achieve sound financial management just like their larger counterparts. In Financial Resource Development and Management (Book 2 of the Small Museum […]

  • The recent economic downturn has everyone thinking about creative solutions for fundraising and generating revenue. This bundle of leaflets provides some new ideas for fundraising and financial management that will benefit multiple nonprofits in hard economic times. Includes these Technical Leaflets: 209: Fundraising for the Small Museum (2000) 237: Membership Matters: Establishing a Vital Membership Program in […]

  • Michael D. Clevenger emphasizes that a formal financial plan can be written at any organization, regardless of size. Clevenger provides tips for writing a financial plan with the consideration that volunteers will likely carry out much of this duty, including the position of treasurer. A discussion of how nonprofit finances differ from commercial finances will […]

  • Exhibit mounts can change the viewing experience of an artifact for visitors without them even knowing. This leaflet discusses methods for creating custom exhibit mounts that are professional but are relatively affordable for smaller museums and historical institutions. Included is a discussion of the different types of mounts, their materials, and how to choose the […]