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.
Open resourceFeatured resource
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 resourceDonor-to-Grant Reconciliation Template
A reconciliation worksheet for matching donor CRM records to grant management records: funder name, CRM entry, grant record, matching status, discrepancies found, resolution steps, and instructions for annual reconciliation and mid-year spot checks.
Funder Report Template
A narrative and financial report template with separate sections for private funders and federal agency reports: executive summary, program activities and outputs, outcomes and evidence, financial summary, and next period plan.
Grant Budget Amendment Request Template
A template for requesting a grant budget modification: description of the change, justification, cumulative transfer tracking table, budget before/after comparison, and submission checklist.
Grant Budget Tracking Template
Budget vs. actual tracking template for active grants: line-item budget, monthly actuals by period, cumulative actuals, remaining budget, variance explanation column, and instructions for the monthly close process and budget modification tracking.
Grant Closeout Checklist
A phase-by-phase grant closeout checklist covering the 90-day preparation period through post-closeout record retention. For federal and private funder grants.
Grant File Audit Checklist
A complete checklist for building an audit-ready grant file - organized by grant phase from pre-award through closeout and record retention.
Grant Kickoff Meeting Template
A meeting agenda, budget review worksheet, decision log, and open items tracker for running a grant kickoff meeting that surfaces compliance obligations and creates a clear cross-functional handoff.
Grant Reporting Deadlines Tracker
A template for tracking all reporting deadlines across an active grant portfolio, with per-deadline ownership, prep lead times, submission method tracking, and staff continuity documentation.
Grant Software ROI Calculator
A calculator worksheet for quantifying the return on investment for grant compliance software: current compliance costs, estimated error and audit finding costs, GrantPipe subscription cost comparison, and a board-ready ROI summary.
Grant Spend-Down Tracker
A budget burn monitoring template for active grants: grant name, budget by category, actuals by period, variance, projected end-of-award balance, burn rate calculation, and alert thresholds - with monthly use instructions.
Grant Staff Time Tracking Template
A time tracking and effort certification template for federal grant-funded staff - structured to meet 2 CFR 200.430 contemporaneous documentation requirements.
GrantHub Migration Checklist
A step-by-step checklist for grants managers migrating from GrantHub Pro after the January 2026 sunset. Covers data export, field mapping, data validation, parallel period, and replacement evaluation.
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