NAO Resources Index

Below is an A-Z list of resources in NAO's Principles & Practices for Nonprofit Excellence

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Accounting Procedures - includes procedures listed below:

Bank Statements


Cash Flow

Donor Receipt

In-Kind Donations



Restricted Funds

Revenue Recognition

Stock Gift Donations

Unrelated Business Income

Advocacy & Lobbying

Audits & Related Options

Background Checks

Board & ED/CEO Roles

Board Communication & Decision Making

Board Conduct & Ethics

Board Diversity

Board Meetings

Board Meetings - Virtual

Board Member Service

Board Performance & Assessment

Board Recruitment & Orientation

Board Roles & Duties 

Board Voting & Adding/Removing Members

Business Planning


Charitable Solicitation Compliance

Classifying Employees Correctly

Conflict of Interest & Confidentiality

Data Privacy & Security

Diversity, Equity & Inclusion (DEI)

Diversity, Equity & Inclusion Asset Framing

Diversity, Equity & Inclusion in Philanthropy

Diversity in Recruiting

Demographic Data Collection

Document Retention

Donor Advised Funds

Donor Engagement

Donor Management Systems

Employee Compensation & Benefits

Employee Hiring

Employee Management 

Equity Audit Tools

Ethics & Accountability

Employee Handbook

Executive Committee

Executive Director/CEO Role

Executive Director Evaluation

Executive Transition/Succession Planning

FASB Accounting Rules

Federal Grant-Single Audit Service Providers

Financial Controls & Policies

Financial Management

Financial Reporting

Financial Service Providers 

Form 990 (Federal)

Form CT-12 (State)

Fund Investments

Fiscal Sponsorship

Frequently Asked Questions About Nonprofits

Fundraising General

Fundraising by the Board

Fundraising by Category:

Capital Campaigns

Donation/Gift Acceptance

Donor Gift Range Chart

Donor Table of Gifts Template


Email Marketing

Giving Tuesday

Monthly Giving

Year End Fundraising

Fundraising - Virtual Service Providers

Grant & Funding Resources

Governance Policies

Handbook - Employee

HR Legal & Compliance

Independent Contractors

Insurance - Health

Insurance - Nonprofit (includes Directors & Officers Insurance)

Insurance Service Providers

Job Boards for Nonprofits

Job Descriptions

Legal Service Providers

Mergers & Strategic Alliances

Mission & Vision


Nonprofit Culture, Teams & Meetings

Nonprofit Health Check Assessment Tool (NAO)

Nonprofit Sector Reports

Nonprofit Service Providers (NAO Directory)

Nonprofit State & Federal Resources

Onboarding New Staff

Oregon Nonprofit Corporation Law (ORS65)

OregonSaves (state-run retirement plan: staffed nonprofits must register)

Oregon Workplace Fairness Act

Philanthropy Reports

Program Evaluation

Program Planning & Development

Public Policy & Public Relations

Registered Agent 

Retiring/Exiting Executive Director/CEO

Single Audit Service Providers

Social Media

Starting A Nonprofit

State & Federal Resources

Strategic Planning

Succession Planning/Executive Transition

Succession Planning Toolkits 

Types of Nonprofits

Volunteer Management

Volunteer Screening & Background Checks

Volunteer Stipends

Whistleblower Protections

Workplace Discrimination

Workplace Re-entry During COVID

Workplace Safety, Health & Well-being