UNA Credential in Finance and Legal (Offered Online)

Your organization is obligated to display high levels of ethical behavior, accountability, transparency, and compliance with the law. You're also responsible for effectively managing your financial resources. (Sounds like a lot, because it is a lot.) Comprehensive policies and practices are essential to protect the sustainability of your nonprofit. The Credential in Finance and Legal is your path to meeting the legal and financial obligations. The Credential in Finance and Legal is one of nine courses designed to provide you with the resources you need to make an even greater impact.

Donors are increasing their scrutiny of nonprofit entities and requiring more accountability in return for their dollars. And with more nonprofits vying for the dollars available, it has never been more critical to have your nonprofit in legal and financial order. This course will guide help you:

  • Ensure your organization meets its legal obligations and understand how to protect donor information, follow donor intent, and provide tax receipts to donors as applicable.
  • Understand how to create the necessary documentation to show sound financial practices and timely reporting.
  • Integrate best practices regarding technology, data collection and retention of personnel information.

Find out more information and review all Finance and Legal Badge requirements  


Classroom Training Part 1: Legal—Tuesday, July 27, 2021 from 9 am to 3 pm
Classroom Training Part 2: Finance—Wednesday, July 28, 2021 from 9 am to 3 pm 
Consultations*: Finance—Wednesday, September 28, 2021; Legal—TBD

*Consultations provide participants an opportunity for more deeply integrating the concepts and practices covered in the program. We'll schedule each participating organization for one 45-minute consultation with our Subject Matter Expert.


UNA Member Rate: $150 for the first person/$30 for everyone else
Non-Yet-Member Rate: $300 for the first person/$60 for everyone else


Online via Zoom


July 27th, 2021 9:00 AM through July 28th, 2021 3:00 PM
Event Fee - UNA Members: Please log in above to see member discount
UNA Credential Registration
First Registrant $ 300.00
Additional Registrant $ 60.00