Free Checklists, Templates, and Scorecards

Annotated sample grant proposals across federal, state, and private foundation funders, with structure breakdowns and reusable language patterns.

A practical worksheet for nonprofits preparing to negotiate a federal indirect cost rate - base selection, cost pool build, and submission package.

A step-by-step launch checklist for starting a monthly giving program - technical setup, donor communication, upgrade asks, processing logistics, and the first-90-days retention sequence.

A structured 90-day plan for new nonprofit Development Directors covering listening, assessment, quick wins, and the year-one fundraising plan.

A one-year development plan template with revenue goal setting by source, donor acquisition and retention targets, grant pipeline tracking, activity calendar, and monthly check-in metrics.

A structured financial report template for nonprofits including budget vs. actual by program, restricted fund status, grant expenditure schedule, and board financial dashboard.

A structured worksheet for evaluating nonprofit software - donor management, accounting, grants, and compliance - across needs, fit, and total cost.

Planning templates, email sequences, and segmentation worksheets for nonprofit year-end fundraising campaigns from October through December 31.

A worksheet for capturing all critical award information in the first week of a new grant: project period, award amount, budget by category, restriction type, reporting schedule, key contacts, and special conditions.