Free Checklists, Templates, and Scorecards

A practical audit preparation checklist for federal grant recipients - organized by compliance area with notes on why auditors examine each item.

A federal-cost-category grant budget template: personnel and fringe by percent effort, equipment vs supplies, indirect at the 15 percent de minimis rate.

A compliance-ready grant tracking spreadsheet template: grant register, restricted vs unrestricted funds, budget vs actual with SUMIFS, expense log, and a reporting deadline dashboard.

Actionable strategies for improving donor retention at $500K-$10M nonprofits, from first-gift acknowledgment timing to board reporting on retention rates.

A plain-language guide to FASB ASC 958 for nonprofit Finance Directors and Development staff: net asset classification, restricted fund disclosures, contribution recognition rules, and the audit findings auditors flag most often.

A practical checklist for post-award grant compliance: restricted funds, reporting cadence, audit prep, and common failure points.

A worksheet-style audit to help Development Directors calculate the actual cost of their current grant compliance setup - staff hours, software gaps, error recovery, and risk exposure.

A probability-weighted grant pipeline forecasting worksheet for Development Directors: stage definitions, weighting model, and the formula for turning a grant prospect list into a defensible revenue projection for board reporting.

A calendar system for tracking every grant deadline - applications, interim reports, final reports, financials, and renewals - so your development team never misses one.

A 90-day major donor cultivation playbook for Development Directors at mid-sized nonprofits: touchpoint cadence, ask timing, stewardship framework, and common mistakes that lose the gift before it is made.

A companion guide explaining total cost of ownership benchmarks for nonprofit CRMs - implementation, training, data migration, hidden costs, and how to interpret your calculator results.

A weighted scoring framework for comparing nonprofit CRMs across the 8 categories that matter most to mid-sized organizations: donor management, grant tracking, reporting, integrations, and total cost.