RESEARCH AND TOOLS

From in-depth research to how-to documents, get the information and tools you need to answer your nonprofit and philanthropy questions.

How to Evaluate the Executive Director

This packet contains tips, checklists, and evaluation templates to help a board evaluate the Executive Director.

Download (44.23 KB) — 300 downloads

Executive Director Contract

This sample contract outlines responsibilities, expectations, and compensation for a nonprofit Executive Director.

Download (31.88 KB) — 371 downloads

Discussion Questions for Board Self-Assessment

This list of questions can kickstart a board's self-assessment and evaluation.

Download (29.81 KB) — 265 downloads

Board Member Matrix

This tool is used to monitor board representation and identify needs for board recruitment.

Download (39.15 KB) — 250 downloads

Board Member Agreement

This sample agreement/ contract explains the relationship between a board member and a nonprofit organization, and outlines expectations and duties of board members.

Download (30.15 KB) — 291 downloads

Board Job Descriptions

This resource provides job descriptions for Chair, Vice Chair, Treasurer, Secretary, Committee Chair, and general board members.

Download (33.53 KB) — 303 downloads

Board Fundraising Commitment Form

This form outlines board member expectations for fundraising and financially supporting a nonprofit.

Download (34.81 KB) — 253 downloads

Background Checks

This document provides guidance and resources for running background checks and tips for screening applicants.

Download (42.24 KB) — 121 downloads

Analyzing Nonprofit Financial Reports

This document is a set of questions and considerations to analyze financial reports.

Download (30.14 KB) — 359 downloads

Theory of Change - Logic Model template

This theory of change template, often called a logic model, provides a road-map to describe how the organization's program offerings will lead to desired outcomes.

Download (57.72 KB) — 493 downloads

Featured Report

The Nonprofit Effectiveness Framework: Six Critical Elements to Nonprofit Work

These in-depth courses cover topics including leadership development, strategy and sustainability, employee engagement, conflict mitigation and more.

  • Clarity of Purpose
  • Sustainable Business Model
  • The Right Leadership
  • Smart Operations
  • Implementation and Improvement
  • Strategic Collaboration

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