Build donor trust with proper financial systems

Get the workshop Documentation basics for nonprofits now
Develop a simple system to keep track of all your required documents so you can maintain donor trust with ease!

What are documents you need to keep when it comes to your expenses, income and operations? Why and for whom? How to organize these documents? Collecting, filing and storing documents is one of the things most people find boring. (And maybe it is). But if you are certain that you are collecting the documents you need and can have access to them at any time, you can sleep much better at night! No worries about tax checks, auditors, proposals and donor requests, discussions with staff … etc. This workshop is for you if you want to organize your documents effectively, ensuring they’re easily retrievable in the future. This will help you meet accountability and reporting requirements with ease. 


Workshop members receive a documentation checklist and an annotated sample of a staff file cover sheet.

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Get the BUNDLE for ALL 6 workshops at $40!

I strongly recommend getting the bundle of all 6 finance and admin foundations workshops.
Every workshop leads to a very practical product for your organization. All workshops build off each other and together they form a professional foundation for your nonprofit's finance systems.

(Please note that the bundle is priced at $49. When buying the single workshop, a $9 reduction is already applied to the total price of the bundle).

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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''After these workshops, I am done with my initial steps that included manual formulation, Financial processes and systems. All done!''


''A future donor did an assessment on financials (accountability). This has given me insights in what to put in place to enable my organization to excel. Exactly the things addressed in these workshops. Suzanne, through what she is doing, has moved our organization many steps forward.''

Caroline Isted
Thula Baba project


''Suzanne has a knack for making such dull subjects like administration and finance not only bearable but actually quite fascinating.''

Tom Kok
AviAssist


''Always very down the earth and pragmatic for small organizations.''

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    • Total payment
    • 1xWorkshop Documentation Basics for Nonprofits$9
      -+

    All prices in USD

    Hi, I'm Suzanne

    Nonprofits hire me to help setting up their finance systems properly. In my workshops I share key lessons that I learned in more than 30 years of work in this field.


    I am looking forward to helping you set up your documentation systems professionally and with ease, too!


    Suzanne Bakker

    Changing Tides


    • Is this workshop for me?
      This workshop is for you if you want to make sure to keep all the documents you need in such a way so that you – and others – can retrieve them easily at a later stage to quickly fulfil any accountability and reporting requirements as they arise.
    • What will I learn in this workshop?
      What documents you need to keep in regard of your expenses, income, operations, how to organize them and why and for whom. Going through is process is essential to ensure you are collecting and organizing all the necessary documents you might need for tax checks, auditors, proposals and donor requests, discussions with staff … at any time.
    • What will I get in this workshop?
      Workshop members will receive a documentation checklist and an annotated sample of a staff file cover sheet.
    • What if I am not happy with the workshop?
      Your success is my priority. I have set up a members community where you can share questions and dilemmas. I am active part of that community and answer any questions as I can.

      If you are nevertheless not satisfied, please email me at support@changingtides.eu so we can see how we can best help you.

      As this is an online product with immediate access to downloadable resources, we do not have a refund policy for this workshop.

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