Worksheets and Templates

Unlock 230+ Of Our Highly-Effective Resources for Your NonProfit [Free]

Enter your details below for access to over 230 of our free worksheets, templates, sample policies, and Q&A resources on board development, governance, fundraising, PR/Marketing, nonprofit management, and more!

100% Privacy guaranteed. We will never share your email.

Recruitment

Creating a Board Recruitment Plan
To recruit the "right" people you must take a strategic approach.
Download Now
Building the Perfect Board: A Gap Identification Grid
Use this grid to identify critical leadership gaps on your board.
Download Now
Expectations Worksheet
If you want board members to meet your organization’s expectations you must be clear about what those expectations are.
Download Now
Skills and Interest Inventory for Effective Board Service
Inventory for effective board service
Download Now
Writing Job Descriptions For The Board
Questions to ask about your organization that will give clear and definitive roles for board members.
Download Now
Writing Job Descriptions For The Board
Questions to ask about your organization that will give clear and definitive roles for board members.
Download Now
Board Referral Card
BOARD REFERRAL CARD
Download Now

Planning

Planning Chart
Planning Chart
Download Now
Planning For Goal Achievement
Based on Kurt Lewin’s Force Field Analysis, this worksheet helps you identify methodologies for achieving your goal by considering how to maximize the factors you already have going for you, as well as how to minimize those factors that could inhibit you from achieving your goal.
Download Now
Options Grid
To ensure that you make the best decision you should always have multiple options from which to choose and criteria against which you can measure the potential effectiveness of each option.
Download Now
Keeping Your Board Focused On The Future
It is very easy for board meetings to become hobbled by too much attention to the everyday operations of a nonprofit organization.
Download Now

Accountability

Sample Board Member Commitment Sheet
Sample Board Member Commitment Sheet
Download Now

Governance Documents

Sample Strategic Agenda
Sample Strategic Agenda
Download Now

Unlock 230+ Of Our Highly-Effective Resources for Your NonProfit [Free]

Enter your details below for access to over 230 of our free worksheets, templates, sample policies, and Q&A resources on board development, governance, fundraising, PR/Marketing, nonprofit management, and more!

100% Privacy guaranteed. We will never share your email.

General

Development Program SWOT Analysis
Understanding your organization’s resources and capabilities – or lack thereof – is critical for creating a viable future.
Download Now
Finding The Money To Build Your Fundraising Capacity
You are not alone if initially, you feel you do not have the money to build your fund development program, enhance your public relations efforts, hire a full-time development professional, or hire a consultant.
Download Now
Preparing A Case For Support
Simply put, the “Case” is the reason for a campaign. In a compelling way, it makes the argument of why and how prospective donors should contribute to the organization and what will be made possible by their giving.
Download Now
Communicating With Your Stakeholders
Identify all your stakeholder or constituency groups – those that have an interest in and connection to your organization (such as board members, clients, donors, volunteers, government officials, etc.):
Download Now
Back To Basics: 10 Ways To Romance Your Donors
A friend of ours called one day to tell us she had exciting news to share. She had just made a pledge for her first $5,000 contribution.
Download Now
Choosing Fund Development Software
In order to make informed decisions and realistic plans about your fund development program, you need to have current, useful and specific donor and prospect information.
Download Now
Annual Giving Society: Expense/Revenue Report
Annual Giving Society: Expense/Revenue Report
Download Now
Board Member Activities To Help With Fundraising
Not every board member is willing or able to visit a prospect or donor in person to ask for a contribution.
Download Now
The 25 Golden Rules Of Face-To-Face Fundraising: A Worksheet
Based on the book Asking: A 59-Minute Guide to Everything Board Members, Volunteers and Staff Must Know to Secure the Gift by Jerold Panas. Emerson & Church. 2002.
Download Now

Special Events

Expense Worksheets For Events
Expense Worksheets For Events
Download Now
Income Projection Worksheet For Events
Income Projection Worksheet For Events
Download Now

Planned Giving

Planned Giving: Basics For Getting Started
You’ve gotten your annual giving program going and it now has a track record of success.
Download Now

Unlock 230+ Of Our Highly-Effective Resources for Your NonProfit [Free]

Enter your details below for access to over 230 of our free worksheets, templates, sample policies, and Q&A resources on board development, governance, fundraising, PR/Marketing, nonprofit management, and more!

100% Privacy guaranteed. We will never share your email.

Public Relations
Areas of Engagement
Download Now

Unlock 230+ Of Our Highly-Effective Resources for Your NonProfit [Free]

Enter your details below for access to over 230 of our free worksheets, templates, sample policies, and Q&A resources on board development, governance, fundraising, PR/Marketing, nonprofit management, and more!

100% Privacy guaranteed. We will never share your email.

Meeting Management

Action Minutes: A Template
Action Minutes: A Template
Download Now
EVALUATING RECOMMENDATIONS: A WORKSHEET
EVALUATING RECOMMENDATIONS: A WORKSHEET
Download Now
Sample Compliance Calendar
Sample Compliance Calendar
Download Now
Accountability Chart
Accountability Chart
Download Now

Succession Planning

Anatomy Of A Search
DETERMINE BUDGET, DEVELOPMENT OF JOB DESCRIPTION, ASSESSMENT OF NEEDS, ASSESSMENT OF ORGANIZATION, IDENTIFICATION OF POTENTIAL CANDIDATES, INITIAL SCREENING, INTERVIEWS, SELECTION AND OFFER, CHECK-BACK
Download Now