Outside Resource

  • This Anti-Racism Resource Guide, provided by Tasha K, is a working document containing a list of tools and resources to help guide the reader through the life-long journey of dismantling racism. Included in this guide:

  • Your All-In-One Guide to Improving Your Security Posture provided by Medicus IT (formerly MDcentric Technologies) helps your organization asses your cybersecurity risk from an outsiders perspective; evaluate your current security architecture; and educate your staff on cyberthreats such as hacking, identity theft, and malware.

     

  • "It is always possible to donate retirement assets, including IRAs, 401(k)s and 403(b)s, by cashing them out, paying the income tax attributable to the distribution and then contributing the proceeds to charity. In many cases, though, there is little to no tax benefit associated with this type of donation. However, a direct contribution of retirement assets to charity as part of an estate planning strategy can be very tax efficient.

  • The Nonprofit Association of Oregon's Equity & Inclusion Lens Guide helps you: 1) Consider your diversity; 2) Check your assumptions; 3) Ask about inclusion; 4) Apply it to your work; and 5) Take action by becoming a "Change Agent." The guide includes definitions of terms and offers key questions to consider when applying an equity and inclusion lens in the following: communications; engaging community, staff, and board;

  • Creating an Effective Fundraising Plan offers guidance through crafting and understanding a fundraising plan for your organization (CompassPoint, 2016). It specifically covers:

  • These resources offer tips, guides, samples, and case studies to aid organizations in effective succession planning and executive transitions.

  • Diversity, Inclusion, and Equity Policy Template - This resource from Bloomerang is designed for small nonprofits in the arts, however this policy can be used as a starting point and modified to meet your organization's needs.

    See also: 6 Tips for Creating a Strong Diversity Statement

     

  • Model Transgender Employment Policy: Negotiating for Inclusive Workplaces (Transgender Law Center) clarifies the law and includes a sample policy that your organization can use as the basis for creating your own inclusive policy to ensure transgender, gender non-conforming, and transitioning employees feel safe and welcome in your workplace.

  • Demystifying the 990-PF outlines the anatomy of the 990PF document and has a glossary of terms. The 990-PF is the information return U.S. private foundations file with the Internal Revenue Service. This public document provides fiscal data for the foundation, names of trustees and officers, application information, and a complete grants list. The 990-PF may be the only source where one will find complete grants lists for smaller and mid-sized foundations. (Foundation Center)

  • Nonprofit Strategic Technology Planning Guide offers a step-by-step approach to designing a long-term technology plan for your nonprofit. It identifies specific meetings you would need to have with your technology steering committee and other stakeholders in each phase, deliverables to achieve at each step of the strategic planning process, and tools for needs such as calculating Total Cost of Ownership.

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