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.

On the Verge: Value and Vulnerability of Austin's Nonprofit Sector (2015)

This report examines the current state of Austin’s nonprofit sector, detailing its size, scope and economic value, which has assets approaching 10 billion dollars.

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Program Evaluation Template

This template can be adapted for many kinds of program evaluations.

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Records Retention Policy

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Categories: Financial Toolkit
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Sample Board Agreement

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Sample Board Meeting Agenda A

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Sample Board Meeting Agenda B

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Sample Merger Communications Plan

This document provides guidance on how to communicate an organizational merger with key stakeholder groups.

Download (67.78 KB) — 875 downloads

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) — 259 downloads

Sample Nonprofits Bylaws

This document is a sample set of  bylaws for Texas nonprofit organizations.

Download (42.06 KB) — 248 downloads

Sample Project Budget Worksheet

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Categories: Financial Toolkit
Download (23.04 KB) — 6 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