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Free Checklists, Templates, and Scorecards

Downloadable nonprofit buying tools for grant compliance, CRM evaluation, reporting calendars, and donor-retention planning.

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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.

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Michigan CTS-02 Charitable Registration Compliance Checklist

Alternative

A practical compliance checklist for Michigan nonprofits covering CTS-02 Annual Financial Report filings with the Michigan Attorney General Charitable Trust

Updated Apr 30, 2026

Minnesota Charitable Organization Annual Report Compliance Checklist

Alternative

A practical compliance checklist for Minnesota nonprofits covering Charitable Organization Annual Report filings with the Minnesota Attorney General

Updated Apr 30, 2026

Missouri Charitable Organization Compliance Checklist

Alternative

A practical compliance checklist for Missouri nonprofits covering Charitable Organization Annual Renewal filings with the Missouri Attorney General, fees

Updated Apr 30, 2026

New Jersey CRI-300R Charitable Registration Compliance Checklist

Alternative

A practical compliance checklist for New Jersey nonprofits covering CRI-300R Annual Renewal filings with the NJ Division of Consumer Affairs Charities

Updated Apr 30, 2026

New York Charitable Solicitation Registration Compliance Checklist

Alternative

A practical checklist for New York charitable registration - the CHAR410 initial filing, annual CHAR500 renewal, the $250,000 CPA review threshold.

Updated Apr 30, 2026

North Carolina Charitable Solicitation Registration Compliance Checklist

Alternative

A practical checklist for registering and maintaining charitable solicitation status in North Carolina.

Updated Apr 30, 2026

NYC Foundation Funder Map 2026

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A practical map of the New York City foundation landscape - who funds what, median grant sizes, application calendars, and the patterns that decide which LOIs get returned.

Updated Apr 30, 2026

Ohio Charitable Solicitation Registration Compliance Checklist

Alternative

A practical checklist for registering and maintaining charitable solicitation status in Ohio.

Updated Apr 30, 2026

Oklahoma Charitable Organization Compliance Checklist

Alternative

A practical compliance checklist for Oklahoma nonprofits covering Charitable Organization Annual Renewal filings with the Oklahoma Secretary of State, fees

Updated Apr 30, 2026

Oregon CT-12 Charitable Registration Compliance Checklist

Alternative

A practical compliance checklist for Oregon nonprofits covering CT-12 Annual Report filings with the Oregon Department of Justice Charitable Activities

Updated Apr 30, 2026

Pennsylvania Charitable Solicitation Registration Compliance Checklist

Alternative

A practical checklist for registering and maintaining charitable solicitation status in Pennsylvania.

Updated Apr 30, 2026

Philadelphia Grant Deadline Calendar 2026

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A consolidated 2026 calendar of grant deadlines for Philadelphia nonprofits - city, Pennsylvania state, federal pass-through, and the foundation cycles that drive most regional funding.

Updated Apr 30, 2026

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