National Alliance on Mental Illness
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(800) 950-NAMI;

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