RESEARCH AND TOOLS

 

From in-depth research to how-to documents, get the information and tools you need to answer your nonprofit and philanthropy questions.

 
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Sample Nonprofit Financial Policy

This sample policy will help staff determine how to handle financial concerns, including accounting, payroll and contracting.

Download (35.81 KB) — 191 downloads

How to Evaluate the Executive Director

This packet contains tips, checklists, and evaluation templates to help a board evaluate the Executive Director.

Download (44.23 KB) — 265 downloads

Executive Director Contract

This sample contract outlines responsibilities, expectations, and compensation for a nonprofit Executive Director.

Download (31.88 KB) — 328 downloads

Discussion Questions for Board Self-Assessment

This list of questions can kickstart a board's self-assessment and evaluation.

Download (29.81 KB) — 237 downloads

Board Member Matrix

This tool is used to monitor board representation and identify needs for board recruitment.

Download (39.15 KB) — 217 downloads

Board Member Agreement

This sample agreement/ contract explains the relationship between a board member and a nonprofit organization, and outlines expectations and duties of board members.

Download (30.15 KB) — 251 downloads

Board Job Descriptions

This resource provides job descriptions for Chair, Vice Chair, Treasurer, Secretary, Committee Chair, and general board members.

Download (33.53 KB) — 251 downloads

Board Fundraising Commitment Form

This form outlines board member expectations for fundraising and financially supporting a nonprofit.

Download (34.81 KB) — 228 downloads

Background Checks

This document provides guidance and resources for running background checks and tips for screening applicants.

Download (42.24 KB) — 109 downloads

Analyzing Nonprofit Financial Reports

This document is a set of questions and considerations to analyze financial reports.

Download (30.14 KB) — 306 downloads

Featured Report