Find helpful downloads, our podcast, and details on upcoming events—all designed to make running your nonprofit easier. These resources will guide you through key challenges, and if you need more support, we’re here to help with hands-on financial solutions.

The Finance Blueprint Every New ED Wishes They Had

What’s inside the guide?

Built for new nonprofit Executive Directors, this guide helps you get a clearer handle on the financial side of your role so you can lead with more confidence from the start.

Inside, you’ll learn:

• The finance basics every new ED needs to understand

• What to look for in your reports, systems, and processes

• Where common gaps and risks tend to show up

• How to ask better questions and get the clarity you need

Whether you’re brand new to the role or still finding your footing, this guide gives you a practical starting point for stronger financial oversight and better decision-making.

The Nonprofit Revenue Dashboard 

Is Your Revenue as Healthy as It Looks?

A practical guide exploring 10 nonprofit revenue ratios — what they reveal about funding risk, financial flexibility, and long-term sustainability.

• Revenue diversification & funding concentration
• Retention, growth & program margins
• Simple formulas, examples & leadership questions
• A Revenue Dashboard Scorecard

10 Finance Questions Every Board Should Ask

What’s inside the guide?

Built for nonprofit board members, this guide outlines the 10 finance questions every board should be asking to strengthen oversight and reduce risk.

Inside, you’ll learn:

• What to ask when the financials hit the table

• Why each question matters — in plain language

• The red flags to watch for in the answers

Whether you’re heading into your next board meeting or looking to sharpen your governance skills, this guide helps you ask better questions and make more confident decisions.

The 90-Day Revenue Pilot

Test a Revenue Idea Before You Commit.

A step-by-step guide for nonprofit leaders who want to explore new revenue without betting staff time, budget, or board attention on an untested idea.

• Readiness Assessment & Asset Discovery
• Revenue Idea Scorecard
• 90-Day Pilot Framework & Financial Mini-Model
• 50 revenue ideas for mission-driven organizations

The 2025 OTUS Nonprofit Exchange Report

What’s inside the 2025 ONE Report?

Based on insights from 128 nonprofit leaders, this year’s report explores how organizations are tackling hiring challenges, planning for leadership transitions, and building new revenue streams. Whether you’re growing your team, tightening your budget, or thinking about long-term sustainability — this report gives you a look at what your peers are doing, and what’s working.

Financial Policy Starter Kit 

Are Your Financial Policies Still Doing Their Job?

A practical guide examining 9 core nonprofit financial policies — what they’re supposed to do, where they break down, and what stronger looks like.

• Delegation & signing authority
• Budget monitoring & financial reporting
• Fraud prevention & internal controls
• A one-page Financial Policy Health Check

Is Your Nonprofit Finance Function Built to Support Better Decisions?

Get a Clear Picture of the Finance Roles and Support Your Nonprofit Actually Needs.
A free guide to help Executive Directors identify gaps, clarify responsibilities, and build a finance function that supports better leadership decisions.

• The Core Finance Functions Every Nonprofit Needs Covered
• Where Finance Gaps Commonly Appear
• Bookkeeping vs. Controller vs. CFO — What Each Level Does
• What Strong Finance Structures Look Like in Practice

Financial Management Assessment Guide 

Is Your Financial Management Really Working?

A 15-question stress test OTUS Nonprofit CFOs use to help Executive Directors and boards spot where financial confidence starts to break down.

• Reporting clarity & key-person risk
• Internal controls & cash flow visibility
• Board-level financial oversight
• Includes a simple 1–3 scoring scale

Visit Our YouTube Channel 

Our YouTube channel is where we share practical advice, expert interviews, and real stories from the nonprofit sector. Whether you’re looking for financial tips, leadership insights, or new ways to grow your organization, you’ll find something useful.