Free Checklists, Templates, and Scorecards
Downloadable nonprofit buying tools for grant compliance, CRM evaluation, reporting calendars, and donor-retention planning.
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Featured resource
Nonprofit Grant Compliance Checklist
A practical checklist for post-award grant compliance: restricted funds, reporting cadence, audit prep, and common failure points.
Open resourceFeatured resource
Nonprofit CRM Evaluation Scorecard
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.
Open resourceFeatured resource
Donor Retention Playbook for Mid-Sized Nonprofits
Actionable strategies for improving donor retention at $500K-$10M nonprofits, from first-gift acknowledgment timing to board reporting on retention rates.
Open resourceNonprofit CRM Market Report 2026
An honest assessment of the nonprofit CRM market for mid-sized organizations ($500K-$10M budgets): real options, actual costs, what they get wrong, and what to watch for.
Jacksonville Grant Deadline Calendar 2026
A month-by-month 2026 grant deadline calendar for Jacksonville nonprofits covering public programs, foundation cycles, federal pass-through reports, and internal prep dates.
Raleigh Foundation Funder Map 2026
A 2026 map of Raleigh-area foundation funders with intake mode, fit questions, reporting risk, and 990-PF review prompts.
4-Week Audit Preparation Checklist
A week-by-week audit preparation timeline for nonprofit grantees. Covers the four weeks before fieldwork begins — what to pull, what to verify, and what to have ready when the auditor arrives.
Auditor Evidence Checklist
What auditors need from nonprofit grantees — organized by section. Build your evidence bundle without missing the documents that typically produce findings.
External Reviewer Access Policy Template
A policy template for governing how your organization grants, monitors, and revokes external access to grant records for auditors, funders, and other authorized reviewers.
Funder Monitoring Evidence Template
A template for packaging grant evidence before a foundation or government funder monitoring visit. Organized by evidence category so you can verify what you have before the reviewer arrives.
Atlanta Grant Deadline Calendar 2026
A 16-page month-by-month grant deadline calendar for Atlanta-area foundations and government grants - Coca-Cola, Woodruff, Community Foundation for Greater Atlanta, Blank Family, Whitehead, City of Atlanta, Fulton County, GA DHS, and federal pass-through windows.
Boston Foundation Funder Map 2026
A 12-page map of the Boston-area foundation landscape - Barr, Klarman, Boston Foundation, Cummings, and 21 other funders with median grant sizes, intake processes, fiscal calendars, and 990-PF patterns.
Denver Foundation Funder Map 2026
A 12-page map of the Denver and Front Range foundation landscape - Daniels Fund, Helmsley, Denver Foundation, El Pomar, Boettcher, Coors, Anschutz, Gates Family, and 17 other funders with median grant sizes and 990-PF patterns.
Donor Management Maturity Assessment
An interactive 12-question assessment placing your development operation on a 1-5 maturity scale across retention, segmentation, stewardship, acknowledgment time, major gifts, monthly giving, and data hygiene.
Grant Compliance Readiness Quiz
An interactive 10-question quiz that places your organization on a 1-5 grant compliance maturity scale, with linked guides for the gaps in 2 CFR 200 awareness, SF-425 process, single audit knowledge, and cost transfer policy.
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