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At a smaller nonprofit, the program manager may have a smaller role that focuses primarily on program management. The vice president in a nonprofit has the general role of helping to develop and enforce policies and initiatives within the organization that ensure it stays in line with its mission and meets its goals.
The vice president works under the direction of the president or the board and manages employees and day-to-day operations. For every nonprofit, each year holds a myriad of events, campaigns, programs, and other initiatives that need to be scheduled. This calendar was designed to help you easily view each month and keep everything on track.
A resource development plan is an all-inclusive organizational document that helps nonprofits to: set goals for fundraising, achieve collaborative partnerships, and cultivate a long-term vision that focuses on holistic growth. A resource development plan can help your nonprofit set these important goals and also track progress towards attaining them. Resource Development Plan Template Bloomerang. Strategic planning is meant to help nonprofits create actionable goals while figuring out the best way to increase effectiveness and maximize impact moving forward.
Strategic Plan Templates BridgeSpan. Strategic Plan Template Growthink. Strategic Plan Template iPlanner. Strategic Plan Template Smartsheet. Strategic Plan Template Template. Strategic Plan Samples Template. Strategic Plan Template FormSwift.
Strategic Plan Framework Management Help. An audit policy describes the standards and guidelines a nonprofit uses when conducting internal audits or going through an external audit by a public accounting firm.
This policy helps ensure that the audit committee and auditor know and understand their roles in the audit process. A board compensation policy details how much and how often the members of a board of directors will receive compensation from the nonprofit organization they serve.
A board giving policy sets annual standards of giving for members of the board. A board governance policy outlines the requirements the board must meet in practicing good governance for a nonprofit organization.
This policy details guidelines and restrictions for board members who choose to participate in meetings via electronic media. For example, a conflict of interest would arise if a board considered entering into a business transaction with a board member. The policy should require an annual disclosure linked below from each board member. A gift acceptance policy in a nonprofit details the types of gifts cash, in-kind, etc.
A record retention policy in a nonprofit aims to reduce the risk that important documents will be inappropriately destroyed. The policy details the responsibilities of staff, volunteers, board members, and outsiders for maintaining and documenting the storage and destruction of all documents and records pertaining to your nonprofit.
Document retention is a required practice for all corporations, including nonprofits. A whistleblower policy in a nonprofit encourages board members, staff, and volunteers to come forward if they acquire knowledge of illegal practices or policy violations within the organization. A whistleblower policy also protects the individual who comes forward from retaliation.
A donor commitment survey is a great way to gauge the level of commitment your existing donors have to your cause. This survey is a great way to maintain donor relationships by getting direct feedback.
Donor Commitment Survey Template Bloomerang. The closeness that donors feel with your nonprofit is a significant driver of their loyalty and repeated engagement and giving. A donor intimacy survey can help your nonprofit gauge donor wellbeing and how good your donors feel about continuing to support your organization. Donor Intimacy Survey Template Bloomerang.
A donor satisfaction survey helps your nonprofit understand, in general, how satisfied your donors are with how they have been treated in the relationship. Donor Satisfaction Survey Template Qgiv. Most donors find it difficult to know whether the money they gave is actually supporting the work nonprofits set out to do. A donor trust survey can help your nonprofit gauge the level of trust donors have in your organization to spend their money wisely.
Donor Trust Survey Template Bloomerang. Event Feedback Survey Template Qgiv. Event Feedback Survey Template Survs. Event Feedback Survey Template Wufoo. A dedicated lapsed donor survey is a great way to re-engage donors who have stopped giving. Lapsed Donor Template Bloomerang. If your nonprofit runs programs that include membership, it may be helpful to check in with members from time to time and gauge how happy they are with your services.
First-time donors have the lowest retention rates of any donor frequency. Table of Contents. How to Start A Nonprofit Checklist Starting a nonprofit organization from the ground up requires a great deal of work. How to Start A Nonprofit Checklist Template Donorbox Articles of Incorporation The articles of incorporation is a legal document you must file with the secretary of state to create your nonprofit organization.
Board of Directors Templates. Board Annual Calendar This sample calendar can serve as a jumping-off point for setting organized goals and directives for your board of directors for the year. Board Annual Calendar Sample Stanford Law School Board Code of Ethics A code of conduct is needed to provide a guide for the ethical conduct of all board members, officers, and employees to help them identify and address ethical issues and provide a process for reporting unethical behavior.
Charter Templates. Fundraising Advisory Charter Sample Stanford Law School Fundraising Advisory Charter Sample Community Action of Greater Indianapolis Governance Committee Charter The governance committee in a nonprofit is generally a standing committee that takes the lead in reviewing the governance structures and practices, and in offering recommendations to the board. Design Templates. Donor Management Templates.
Donation Data Spreadsheet If you want to keep your donor data organized and be up-to-date on donations, an excel spreadsheet can be a great way to keep up with contact information, donor status, and more.
Donor Stewardship and Communications Plan Template Qgiv Donor Thank You Messages A thank-you message to your donors expresses appreciation, serves as a receipt, and helps build a stronger relationship with them. Membership Renewal Letter Template Wild Apricot Membership Roster Spreadsheet If your nonprofit has a membership program, a membership roster is an easy way to keep track of your members and their information.
Financial Templates. Annual Budget Checklist Propel Nonprofits Cash Flow Projections Spreadsheet This Excel worksheet is designed to help nonprofit financial managers translate their operating budget into a detailed cash flow projection over the course of a fiscal year. Cash Flow Projections Template Wallace Foundation Employee Reimbursement Request Form When an employee makes a purchase on behalf of your nonprofit, an employee reimbursement form is a standardized way an employee can report expenses and seek to be paid back.
Employee Reimbursement Request Template National Council of Nonprofits Event Budget Spreadsheet An event budget spreadsheet can help your nonprofit with the process of planning an event. Event Budget Templates Smartsheet Event Budget Template DoJiggy Financial Infrastructure Self—Assessment This self-assessment worksheet will help your nonprofit assess the strengths and possible weak points of your financial infrastructure, and can serve as a jumping-off point for any changes that are needed.
Financial Policies and Procedures Template Blue Avocado Financial Policies and Procedures Sample Montana Nonprofit Association Fiscal Management Activities Calendar This editable calendar will help your nonprofit keep track of all the financial management activities it may carry out over the course of a year, including internal reporting, external reporting, the annual audit, and budget development Fiscal Management Activities Calendar Template Wallace Foundation Program-Based Budget Builder This customizable template will help your nonprofit formulate its budget in relation to how it spends money on programs and events.
Fundraising Templates. Annual Campaign Plan One of the most important revenue streams your nonprofit organization can have is the annual fund. Live Fundraising Appeal Script Templates MobileCause Fundraising Letter Mail If your nonprofit utilizes direct mail when fundraising, these samples and templates can help get you started. Fundraising Letter Template and Samples Donorbox Donation Letter Template and Sample Wild Apricot Fundraising Letter Samples The Balance Gift Range Calculator A gift range calculator is an online tool that allows you to enter a monetary goal for your fundraising campaign, and see how many gifts you will need to raise at each level in order to meet your goal.
Monthly Giving Email Templates NeonOne Peer-to-Peer Fundraising Benchmarks If your nonprofit relies heavily on peer-to-peer fundraising campaigns, it may be helpful to take stock of how successfully your campaigns are performing compared to the average campaign. Whether you are planning to start a new project or you are just looking for a collection of cool templates for future use, the templates on this broad list makes the perfect choice of tools for you.
Because they are perfect for both small and big projects, there is no real reason why you should create other templates from scratch when you can get them without paying a dime.
Subscribe now. Free Templates The Internet has hundreds of thousands of templates of different categories, but plowing through hundreds of web pages for high-quality freebies is often the hardest part of the job. But Why Free Templates? How to Use the Free Templates How you use the template depends on your project.
What are the Benefits of the Templates? Create a Receipt Choose from templates and various logos. Send as a PDF Email or print your receipt to send to your clients.
Get Paid Receive payments in seconds by card or Pay Pal. PDF Receipt Templates. See All Receipt Templates. Stand Out with Personalized Receipts Don't use boring ready-made receipts! Take a look at our features below, and send a receipt your customer will love! Basic Receipt Template Create a receipt fast, and include important details like addresses, line items, totals, taxes, and terms and conditions. Advanced Receipt Template Use this form to add purchase order numbers, unit prices, and quantities to keep your documents organized.
Create receipts on the go! Now available on Android and iOS.
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