Financial Literacy and Board Education

Build confident, informed leadership through clear financial understanding.

Financial Literacy & Board Education Coaching is an education-based service designed to help nonprofit boards, leadership teams, and key stakeholders understand their organization’s finances with clarity, confidence, and shared responsibility.

Strong governance depends on informed decision-making. When board members understand financial statements, budgets, and their fiduciary role, organizations are better equipped to steward resources ethically, plan sustainably, and support their mission without fear or confusion.

This work is not auditing, accounting, or compliance consulting.
It is financial education and coaching that builds internal capacity and confidence.

Who This Is For

Financial Literacy & Board Education Coaching is well suited for:

• Nonprofit boards seeking greater financial confidence

• New or transitioning board members

• Executive directors and leadership teams

• Organizations experiencing growth, change, or financial strain

• Boards that want more productive, informed financial discussions

• Organizations committed to transparency and good governance

No prior financial background is required. This work meets participants where they are.

What We Cover

Each engagement is tailored to the organization’s size, structure, and needs, but commonly includes:

• Understanding nonprofit financial statements (income statement, balance sheet, cash flow)

• Reading and using budgets as planning tools

• Clarifying the financial roles of board members, staff, and officers

• Understanding restricted vs. unrestricted funds (education only)

• Cash flow awareness and timing considerations

• Asking good financial questions without intimidation

• Strengthening fiduciary responsibility and oversight

• Improving board confidence and participation in financial discussions

The focus is always on understanding, not judgment.

How the Coaching Works

Financial Literacy & Board Education Coaching is typically delivered as:

• Board trainings or workshops

• Half-day or full-day retreats

• Leadership team education sessions

• New board member onboarding education

• Annual or periodic financial refreshers

Sessions are:

• Plain-language and jargon-free

• Interactive and supportive

• Grounded in real organizational examples

• Designed to encourage participation and dialogue

Participants leave with:

• Greater financial confidence

• Shared understanding across the board

• Clearer roles and expectations

• Improved governance conversations

• Reduced anxiety around financial topics

What This Is — and What It Isn’t

This is:
✔ Financial education
✔ Board and leadership capacity-building
✔ Governance support
✔ Confidence-building and clarity

This is not:
✘ Auditing or accounting services
✘ Compliance or regulatory consulting
✘ Financial management or bookkeeping
✘ Evaluation of individual performance

Our role is to strengthen understanding — not to oversee or correct.

Our Approach

At Tally & Sage, we believe financial literacy is essential to ethical leadership.

Our approach emphasizes:

• Education over enforcement

• Clarity over complexity

• Collaboration over hierarchy

• Confidence over fear

We create a learning environment where questions are welcomed and understanding grows collectively.

How This Supports Your Mission

When boards and leadership teams understand the organization’s finances:

• Decisions are more thoughtful and aligned

• Financial oversight improves

• Stress and confusion decrease

• Trust and transparency increase

• The organization is better positioned for sustainability

Financial literacy strengthens not just finances — but leadership.

Interested in Board or Leadership Education?

If your nonprofit is seeking to strengthen financial understanding, governance, and confidence across leadership, Financial Literacy & Board Education Coaching offers a supportive place to begin.

👉 Schedule a conversation to discuss your organization’s needs and explore the right format.