Free Checklists, Templates, and Scorecards

A working compliance checklist for nonprofit subrecipients of Community Development Block Grant funds - national objectives, eligibility, and reporting.

A working template for nonprofit corporate partnership proposals - sponsorship tiers, employee engagement, cause marketing, and matching gifts.

A working template to build a defensible nonprofit cost allocation plan - direct costs, shared costs, allocation bases, and documentation that holds up under audit.

A diagnostic worksheet to assess your nonprofit's development operations across data, processes, reporting, and team capacity, with prioritized fixes.

A monthly dashboard template that surfaces donor retention, lapsed donors, segment performance, and the actions each metric should trigger.

A practical 12-month donor stewardship plan template: communication touchpoints, recognition tiers, impact reporting schedule, and retention metrics to track.

Five IRS-compliant donor acknowledgment letter templates covering first-time donors, major gifts, tribute gifts, recurring donors, and year-end consolidated acknowledgments.

A step-by-step checklist for preparing a federal grant application - registration, NOFO analysis, narrative, budget, attachments, and submission.

A structured research template for evaluating private foundations, federal programs, and corporate funders before investing time in a proposal.

A 12-month stewardship calendar for institutional funders - touchpoint cadence, reporting deadlines, site visits, and renewal preparation.

Reusable narrative templates for federal, foundation, and state grant proposals - needs, approach, evaluation, capacity, and sustainability sections.

A complete grant proposal budget template covering personnel with fringe benefit calculation, direct costs, indirect costs with F&A rate guidance, and budget justification language.