Get financial training for your nonprofit

Sign up for individual coaching to get the financial skills you and your team need to make your nonprofit organization successful.

What to do

1. Download and fill out a Coaching Request Form

On the form, tell us:

  • Your nonprofit name and contact info
  • Your funding department
  • Why you want financial coaching
  • How much staff time you can devote to coaching
  • Any other helpful information

2. Attach supporting documents

Include these documents with your request:

  • Most recent Monitoring Report Letter (if available)
  • Most recent audit and financial statements
  • Current agency-wide budget

3. Submit your request

Submit your completed Coaching Request Form and supporting documents to:

Next steps

Someone will be in touch with you to schedule your first individual coaching session.

In the meantime, read through slides for previous training sessions:

Get help

Last updated August 8, 2022