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.
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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.
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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 resourceDC Federal Pass-Through Pipeline Worksheet
A worksheet for DC-area nonprofits managing federal pass-through awards - DUNS/UEI tracking, CFDA/ALN identification, single-audit triggers, and the documentation gaps that show up at audit time.
Florida Charitable Solicitation Registration Compliance Checklist
A practical checklist for Florida charitable solicitation compliance - Form CH-14, the FDACS Solicitation of Contributions Act.
Georgia Charitable Solicitation Registration Compliance Checklist
A practical checklist for registering and maintaining charitable solicitation status in Georgia.
Houston Grant Deadline Calendar 2026
A consolidated 2026 calendar of grant deadlines for Houston nonprofits - city, county, state, federal pass-through, and the foundations whose cycles drive most of the region's funding.
Illinois Charitable Solicitation Registration Compliance Checklist
A practical checklist for Illinois charitable registration - Form CO-1 initial filing, Form CO-2 financial information, the AG990-IL annual report.
Indiana Nonprofit Business Entity Report Compliance Checklist
A practical compliance checklist for Indiana nonprofits covering Business Entity Report filings with the Indiana Secretary of State, fees, deadlines
Iowa Nonprofit Biennial Report Compliance Checklist
A practical compliance checklist for Iowa nonprofits covering Biennial Report filings with the Iowa Secretary of State, fees, deadlines, audit thresholds
Kentucky Nonprofit Annual Report Compliance Checklist
A practical compliance checklist for Kentucky nonprofits covering Annual Report filings with the Kentucky Secretary of State, fees, deadlines
Los Angeles Foundation Funder Map 2026
A practical map of Southern California's largest grantmakers - funded program areas, median grant sizes, application calendars, and rejection patterns.
Louisiana Charitable Organization Compliance Checklist
A practical compliance checklist for Louisiana nonprofits covering Charitable Organization Annual Renewal filings with the Louisiana Department of Justice
Maryland COF-85 Charitable Registration Compliance Checklist
A practical compliance checklist for Maryland nonprofits covering COF-85 Annual Update of Registration filings with the Maryland Secretary of State Charity
Massachusetts Charitable Solicitation Registration Compliance Checklist
A practical checklist for registering and maintaining charitable solicitation status in Massachusetts.
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