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 guide potential treasurers with no formal nonprofit background to implement the best practices for a history organization’s financial management.

Clevenger provides a primer on basic accounting and record keeping, preparing a budget, internal control, and federal and state reporting requirements.

Technical Leaflet #164 (1988)