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 resourceMinneapolis Foundation Funder Map 2026
A 12-page map of the Twin Cities foundation landscape - McKnight, Bush, Otto Bremer Trust, Minneapolis Foundation, Saint Paul & Minnesota Foundations, Pohlad, General Mills, Cargill, and 17 other funders with median grant sizes and 990-PF patterns.
Nonprofit Audit Readiness Assessment
An interactive 12-question assessment that scores your audit readiness across SEFA prep, time-and-effort certification, indirect cost documentation, subrecipient monitoring, and internal controls.
Nonprofit Financial Health Scorecard
An interactive 10-question scorecard that grades your nonprofit's financial health A through F across cash reserves, revenue diversification, restricted balance, audit history, indirect cost recovery, and debt levels.
Nonprofit Software Needs Assessment
An interactive 10-question assessment that maps your operating budget, donor count, grant complexity, and team size to a recommended GrantPipe tier - Starter, Growth, or Audit-Ready.
Seattle Foundation Funder Map 2026
A 12-page map of the Seattle and Pacific Northwest foundation landscape - Seattle Foundation, Gates, Microsoft Philanthropies, Norcliffe, Bullitt, Russell, Boeing, and 18 other funders with median grant sizes, intake processes, and 990-PF patterns.
Alabama Charitable Organization Compliance Checklist
A practical compliance checklist for Alabama nonprofits covering Charitable Organization Annual Renewal filings with the Alabama Attorney General, fees
Arizona Nonprofit Annual Corporation Report Compliance Checklist
A practical compliance checklist for Arizona nonprofits covering Annual Corporation Report filings with the Arizona Corporation Commission, fees, deadlines
California Charitable Solicitation Registration Compliance Checklist
A practical checklist for registering and maintaining charitable solicitation status in California.
Chicago Foundation Funder Map 2026
A practical map of Chicagoland's largest grantmakers - funded program areas, median grant sizes, application windows, and 990-PF giving patterns.
Colorado Charitable Solicitations Annual Renewal Compliance Checklist
A practical compliance checklist for Colorado nonprofits covering Charitable Solicitations Annual Renewal filings with the Colorado Secretary of State, fees
Connecticut CPC-63 Charitable Registration Compliance Checklist
A practical compliance checklist for Connecticut nonprofits covering CPC-63 Annual Renewal filings with the CT Department of Consumer Protection, fees
Dallas Foundation Funder Map 2026
A practical map of Dallas-Fort Worth's largest grantmakers - funded program areas, median grant sizes, application calendars, and the patterns that decide which LOIs convert.
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