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Financial Management Tools

We are currently developing these resources. For immediate assistance with affiliate development needs contact your National Leadership Consultant.

• Budgeting (Budget Worksheet)
• Sample chart of accounts
• Cash flow
• Turn around planning
• Accounting Policies & Processes
• Accounting Internal Controls
• Financial Development
• IRS Compliance Pamphlet
• Affiliate Merger Links & Resources
• 501(c)3 info (IRS & H description)
• Project Management Tools
• 501 c 3 compliance annual checklist
• Charitable incorporation annual checklist
• Registration as a charity in your state
• The importance of diversifying funding sources
• Tracking the use of donated funds

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Join NAMI today!

When you become a member of NAMI, you become part of America's largest grassroots organization dedicated to improving the lives of persons living with serious mental illness. And now you can join online.