PDF Handout

PDFs that are available to download. This could be Center-generated or material received from others like Conference presenters.

  • Firespring's Annual Report Worksheet is an easy-to-follow guide for thinking through and compiling materials and information for your annual report, including:

    GraphicsMetricsContentStoriesSuccessesGoals
  • Best Practices for Internal Controls of Nonprofit Organizations offers a four-page overview on everything from cash disbursements to payroll to policies for managing assets. It also covers the intersection of personnel and financial manangement with recommendations for board conduct, segregation of staff duties, and documenting executive director expenditures.

  • Recruiting New Board Members is a two pager of recruitment tips to frame the conversation around planning your next board recruitment campaign. Includes link to the company's sample board profile matrix to use as a worksheet for mapping out existing or needed board diversity and skill areas.

  • Financial Policies and Procedures Manual is a "fill in the name of your organization" sample manual on which a nonprofit might model new or compare current policies, while adjusting the text to suit the individual needs of the organization. (Financial Technologies & Management CPAs, 2019)

    Topics covered include:

  • The Massachusetts Service Alliance offers a Volunteer Management Tip Sheet Series that includes the following materials:

    Targeted Recruitment Messages Techniques for Long Term Volunteer Engagement Assessing Your Volunteer Program Tips for Stress-Free Volunteer Supervision Volunteer Recognition Resources Build Staff Buy-In for Your Volunteer Engagement Program
  • Racial Equity Toolkit: An Opportunity to Operationalize Equity can be used by community-based organizations to engage with government officials to advance racial equity. The appedix also includes a "Racial Equity Tool Worksheet" for guiding discussions. (The Local & Regional Government Alliance on Race and Equity, 2015)

  • Your nonprofit's response to a crisis or bad publicity greatly affects your organization's reputation. Use this sample nonprofit crisis communications plan template to ensure that you respond promptly, accurately and confidently during an emergency, and in the hours and days that follow that crisis. (Bloomerang, 2016)

  • Seeing is Believing: A Guide to Visual Storytelling Best Practices provides tips on harnessing the power of images and other visual mediums to tell your nonprofit's story.

  • Gender Pronouns: How To's, Making Mistakes, and Taking an Active Role is provided by the Minnesota Council of Nonprofits to help create a more inclusive and equitable environment. This guide covers the following topics:

  • Planned giving programs can be a sustainable long-term component of your nonprofit's fundraising strategy. But with a confusing array of jargon – charitable gift annuities (CGAs), charitable remainder annuity trusts (CRATs), actuarial determination, and so on – knowing where to start is daunting. Below are resources explaining the types of planned giving programs, how to market planned giving, and sample appeal letters to get your organization on the path to fundraising for the long-term.

     

    Start a Planned Giving Program

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