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.

Sample Nonprofit Financial Policy

This sample policy will help staff determine how to handle financial concerns, including accounting, payroll and contracting.

Download (35.81 KB) — 297 downloads

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) — 410 downloads

Executive Director Contract

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

Download (31.88 KB) — 454 downloads

Discussion Questions for Board Self-Assessment

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

Download (29.81 KB) — 362 downloads

Board Member Matrix

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

Download (39.15 KB) — 334 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) — 413 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) — 420 downloads

Board Fundraising Commitment Form

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

Download (34.81 KB) — 343 downloads

Background Checks

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

Download (42.24 KB) — 198 downloads

Analyzing Nonprofit Financial Reports

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

Download (30.14 KB) — 470 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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