Sample or Template

  • The Nonprofit Hiring Toolkit: How to find and hire the best talent gives a thorough outline of all stages of the hiring process, with tips for using social media to attract talent, sample interview questions, and the importance of employee agreements. The kit also has sample job descriptions for Chief Executive Officer, Chief Financial Officer, Chief Operations Officer, plus various communications, development, and program positions. (

  • Washington Nonprofits and Jacobson Jarvis, PLLC worked in partnership to develop the Finance Unlocked for Nonprofits (FUN) Oversight Kit. Finance Unlocked for Nonprofits was designed to increase nonprofit finance literacy in ways that help board members to grow their mission and protect their assets.

  • Internship Toolkit: Planning and executing an effective internship program is an extensive dive into all aspects of creating and deploying an internship program. The toolkit lays out the basics of strategically thinking through the mutal benefits for the organization and potential intern--identifying your organization's needs, developing clear roles and expectations, and navigating HR topics that will come up in recruitment, the hiri

  • The Workforce Re-Entry Toolkit (UST) provides helpful checklists, letter templates, sample policies, and response plans designed to help nonprofit leaders prepare to re-enter the workplace. It also includes an on-demand webinar with tips for welcoming employees back to the office while maintaining compliance with state and federal COVID-19 regulations.

    Workforce Re-Entry Toolkit:

  • Nonprofit organizations must set clear rules and guidelines to ensure the safety and health of volunteers, employees, clients, and minors, as well as to protect company property. Depending on the nature of your nonprofit's work or mission area, you may need policies and procedure documents that vary on the scale of complexity. Below are example policies ranging from a few pages to full manuals.

  • CAPLP, a nonprofit in Minnesota, has a thorough Volunteer Handbook on which other nonprofits may wish to model their own guidelines and policies for volunteers. Appendices include sample forms for incidents such as standards of conduct for volunteers or reporting an injury, as well as sample exit interview questions.

    Topics covered include:

  • A fiscal sponsor is a nonprofit organization that provides fiduciary oversight, financial management, and other administrative services to help build the capacity of charitable projects. For further explanation, see: What is fiscal sponsorship?

  • 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.

  • TechSoup offers several resources on Social Media for Nonprofits, written for organizations seeking to use such online platforms for fundraising and mission advocacy.

  • 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:

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