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.
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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 resourcePhoenix Foundation Funder Map 2026
A practical map of Maricopa County's largest grantmakers - funded program areas, median grant sizes, application calendars, and the patterns that decide which LOIs convert.
San Antonio Grant Deadline Calendar 2026
A consolidated 2026 calendar of grant deadlines for San Antonio nonprofits - city, Bexar County, Texas state, federal pass-through, and foundation cycles in one view.
San Diego Foundation Funder Map 2026
A practical map of San Diego County's largest grantmakers - funded program areas, median grant sizes, application calendars, and the patterns that decide which LOIs convert.
South Carolina Public Charities Compliance Checklist
A practical compliance checklist for South Carolina nonprofits covering Annual Financial Report filings with the SC Secretary of State Public Charities
Tennessee SS-6001 Charitable Registration Compliance Checklist
A practical compliance checklist for Tennessee nonprofits covering SS-6001 Annual Financial Report filings with the Tennessee Secretary of State Division of
Texas Charitable Solicitation Registration Compliance Checklist
A practical checklist for charitable solicitation compliance in Texas - the absence of a general charitable registration regime.
Virginia Form 102 Charitable Registration Compliance Checklist
A practical compliance checklist for Virginia nonprofits covering Form 102 (Remittance Form) filings with the Virginia Office of Charitable & Regulatory
Washington Charitable Solicitation Registration Compliance Checklist
A practical compliance checklist for Washington nonprofits covering Charitable Trust Renewal filings with the Washington Secretary of State Charities
Wisconsin Form 1952 Charitable Registration Compliance Checklist
A practical compliance checklist for Wisconsin nonprofits covering Form 1952 Annual Financial Report filings with the Wisconsin Department of Financial
501(c)(3) Application Checklist
A complete checklist for preparing and submitting your 501(c)(3) application - covering state incorporation, Form 1023 vs. 1023-EZ, required documents, IRS review timeline, and post-approval filing requirements.
AI Tools Evaluation Scorecard for Nonprofits
A structured scorecard for evaluating AI tools for nonprofit use - grant writing assistance, donor communication, data analysis, and administrative automation - with vendor comparison framework and data privacy questions.
Board Fundraising Toolkit
Practical templates and conversation guides to engage nonprofit board members in fundraising - give/get policy, prospect lists, and ask scripts.
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