This template is intended to walk you through writing your first Fundraising Plan. You’ll end up with realistic fundraising goals, and a plan that shows your board and staff how they can achieve those goals.

Template: Money

One of the single most important responsibilities of the Board of Directors is the Annual Review of the staff leader. This template will both facilitate the review and help all E.D.s understand their most important tasks.

Template: People

Exit interviews are a must. While board and staff turnover are part of the deal in any organization, understanding the WHY is critical to a thriving nonprofit. But what questions should you ask?

Template: People, Staff, Board

Whether you are a new organization or you’ve been around for a LONG time, it’s important to make sure your committees are doing all the right things. Here’s a primer on the roles and responsibilities (and a whole lot more) of four different types of nonprofit board committees.

Template: People, Board

Whether you have an audit to prepare for or not, it’s important to get – and keep – your financial house in order. This checklist will be enormously helpful for you to get the right habits in place now.

Checklist: Money

A funder has an idea. It comes with a check. This resource is intended to give you the tools you need to figure out if you should say “yes” or “no.”

Resource: Programs

Who interviews when? Who decides? What does the board candidate know and when?

Template: People

According to every study you read, one of the top five most stressful life events is a job change. Here’s a template for how to get your new employee started on the right foot.

Template: People

The board you have is the board you build. This downloadable checklist will remind you what you SHOULD be considering when you interview new prospective board members.

Template: People

This checklist includes some tips and tricks that I (Joan Garry) use to take the fullest advantage of the opportunity and responsibility of engaging the audience regardless of oratory prowess.

Checklist: People, Narrative