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  • Employee Benefits
  •   |   Employee Leave
  •   |   Policy

Sick Leave Donation Policy

May 29, 2025, 11:45 AM
This document can be used as a template for sick leave donation policy.  
  • Employee Leave
  •   |   Human Resources
  •   |   Policy

Central PTO "Bank" Policy

May 29, 2025, 11:32 AM
This sample policy is for schools that would like to allow employees to donate PTO to their colleagues and fellow employees as a one-time donation at the beginning of the school year.
Attachment(s):
  • Cash Management
  •   |   Policy
  •   |   Software

Accounts Receivable and Collection Policy

May 29, 2025, 9:28 AM
This document is a sample accounts receivable and collection policy that can be tailored to your schools policy.
Attachment(s):
  • Accounting
  •   |   Audit
  •   |   Policy

Sample Capitalization Policy

May 27, 2025, 4:42 PM
The attached policy outlines the definition of a capital asset, the capitalization thresholds, recordkeeping and approval process. 
  • Accounting
  •   |   Audit
  •   |   Policy

Fixed asset disposal policy

May 27, 2025, 4:35 PM
This attachment is a sample fixed asset disposal policy.  
  • Audit
  •   |   Performance Management
  •   |   Policy

Collection of Credit Card Use Policies

May 27, 2025, 2:00 PM
This collection is comprised of a variety of credit card/purchasing card policies that schools use in conjunction with their credit card, or purchasing card program.   They outline the allowable uses and procedures for usage of the school card.  
  • Audit
  •   |   Employee Handbook
  •   |   Policy

Missing Credit Card Receipt Form

May 27, 2025, 1:54 PM
This form can be used as a template for use when a credit card holder is missing the receipt for a purchase made using the school's credit card.  
  • Accounting
  •   |   Gift
  •   |   Policy

Gift Acceptance Policy Examples

May 23, 2025, 11:09 AM
A collection of sample gift acceptance policies that guide how contributions are received and managed.  
  • Cash Management
  •   |   Planning

NBOA Long-Range Financial Model Instruction Manual

May 19, 2025, 4:39 PM
This manual provides step-by-step instructions for loading data into and using the various tools found in NBOA's Long-Range Financial Model for Independent Schools V2.0.
  • Cash Management
  •   |   Key Strategic Finance
  •   |   Planning

NBOA Long-Range Financial Model

May 19, 2025, 4:39 PM
This powerful new version of NBOA's popular tool features a cash flow analysis, the ability to incorporate debt and enhanced visualizations. The model also incorporates scenario planning to provide three options for your 10-year financial forecast.