NBOA Library

  • Accounting
  •   |   Gift
  •   |   Investments

Capital and Endowment Campaigns: Best Practices for Accounting and Collaboration

Mar 1, 2018, 6:47 PM
With more and more schools embarking on capital and endowment campaigns, it is imperative that the potentially unique and complex transactions be accounted for correctly. Find out how CFOs who have
  • Policy
  •   |   Risk Management
  •   |   Safety and Security

Sample Safety Policies

Feb 23, 2018, 8:42 PM
Samples provided by Saint Mary's Episcopal Day School in Tampa, FLThese policies were provided by a member school to assist other schools looking for guidance in creating their own policies.  NBOA has

Facility Rental Contract for Special Events Location Production

Feb 20, 2018, 3:53 PM
Sample provided by Darrow Milgrim, National Director, Independent School Practice and Camp Programs, Arthur J. Gallagher & Co.

Facility Rental Contract for Weddings

Feb 20, 2018, 3:50 PM
Sample provided by Darrow Milgrim, National Director, Independent School Practice and Camp Programs, Arthur J. Gallagher & Co.

Facility Rental Contract for Special Events

Feb 20, 2018, 3:47 PM
Sample provided by Darrow Milgrim, National Director, Independent School Practice and Camp Programs, Arthur J. Gallagher & Co.
  • Boards and Trustees
  •   |   Tax

Finance Committee Charter from CDS

Feb 9, 2018, 4:56 PM
Sample provided by Community Day School, Pittsburgh, PA
  • Compliance
  •   |   Enrollment
  •   |   Tax
  •   |   Tuition

Family Use of 529 Plan Account for K-12 Education Beginning 2018

Jan 18, 2018, 7:13 PM
NBOA accounting and tax business partner, RSM, prepared this resource to help schools understand the parameters and implications of a family using a 529 plan to help pay for K-12 education as newly
  • Compliance
  •   |   Professional Development
  •   |   Risk Management

Harassment Training Suggested Outline & Logistics

Dec 21, 2017, 6:52 PM
Outline submitted by Lakeside School.This training was provided by a member to assist other schools looking for guidance in creating their own trainings.  NBOA has not conducted an independent legal
  • Key Risk Management
  •   |   Misconduct
  •   |   Professional Development
  •   |   Risk Management

Boundaries Training Samples

Dec 20, 2017, 8:53 PM
Sample presentations on boundaries submitted by Lakeside School.
  • Hiring
  •   |   Procedures
  •   |   Professional Development

New Hire Orientation and Opening Days Schedule

Dec 20, 2017, 8:31 PM
Attached are several sample schedules that have been shared by member schools over the years.