ACRE — Administrative Cost Reduction Experts

Nonprofit Financial
Stewardship Assessment

A structured review of your organization's practices across seven stewardship pillars — generating tailored reports for internal use, your board of directors, and your donors.

Internal Report

Complete results with gap analysis — key strengths and top areas to work on.

Board Report

Met, Not Met, and In Progress items — compliance overview and advanced highlights.

Donor Report

Met items only — emphasizes the strong controls in place to protect donor gifts.

Organization Information

This information will appear on all three generated reports.

This statement will appear in your Donor Report to explain your organization's stewardship philosophy. You may customize it.

Responses saved automatically in your browser.

Note: This tool is not a substitute for legal, accounting, or audit advice. Organizations should work with qualified professionals to assess compliance with applicable laws, regulations, and funding requirements. Completion of this assessment does not constitute certification of compliance. It is intended to support ongoing self-assessment, board education, and continuous improvement in financial governance.

Developed by ACRE Administrative Cost Reduction Experts