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.

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Internal Controls Sample

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Categories: Financial Toolkit
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Measuring Nonprofit Impact: The State of Evaluation in Central Texas (2013)

This report highlights  major findings and includes key recommendations for Central Texas nonprofit leaders and funders who need to collect data and use evaluations to strengthen their programs and demonstrate results.

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Metrics Reporting Calendar Template

Use this template to create a calendar to regularly track and report on strategic planning goals.

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Month End Checklist

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Categories: Financial Toolkit
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Nonprofit Financial Matters Checklist

This checklist can help nonprofit staff and boards evaluate the strength of an organization's finances.

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Nonprofit Financial Policies A

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Categories: Financial Toolkit
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Nonprofit Financial Policies B

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Categories: Financial Toolkit
Download (61.29 KB) — 5 downloads

Nonprofit Mergers: A Strategic Tool for Impact & Sustainability (2013)

This research report on nonprofit mergers offers an in-depth understanding of the benefits, challenges and complexities of nonprofit partnerships, and will assist nonprofit leaders and funders in making more informed decisions.

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Nonprofit Partnership - Motivations and Desired Outcomes

This worksheet provides guidance on motivations for pursuing a merger or other forms of strategic collaboration based on outcomes organizations want to achieve.

Download (31.78 KB) — 240 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