Communication Checklist for ED Transition
This communications checklist will help your organization communicate effectively during an executive director transition.
Executive Director Personal Statement
When an Executive Director leaves an organization, the ED and Board need to inform their membership and stakeholders with a departing statement. TREC offers this sample for EDs and Boards alike to consider their own statements.
Operating Reserves: Why to Have One, How to Build One, and a Sample Policy to Start from
This resource walks through the purpose of and common obstacles to creating an Operating Reserve and lays out a clear path & sample policy to achieve it.
Financial Board Reports
A guide on how to present financials to the nonprofit Board of Directors. Includes a draft financial narrative, how to create a budget to actual report, and more.
Financial Management Essentials
Responsible stewardship of financial resources is critical for non-profits to achieve their missions. This collection is a roadmap for non-profit financial management including budgeting, reporting, and policy.
Executive Director Turnover, Resignation, and Termination
Turnover is inevitable, at all levels and for different reasons from retirement, job changes, and termination. Organizations and boards need to be prepared to handle any turnover, especially at the senior level.
Working with a New Executive Director
The first 100 days of a new executive directors tenure is crucial. The board must work closely with the new ED to set them up to succeed. This section of…
Why do pronouns matter to TREC?
TREC respects gender identity. We understand that we cannot assume to know each others’ pronouns by our names or appearance. For some of us, it is a privilege not to…
Working Across Generations, we can work it out!
Unlocking the strengths of multi-generational workplaces is essential, and sometimes challenging, work. In this webinar, we will explore practices to build understanding, slay age-ist stereotypes, and leverage the value of diversity across decades.
Budgeting Guide and Template
Having an easy-to-use budgeting tool makes developing a budget more accurate while using far less staff time to prepare it. This budgeting toolkit guides you through creating an annual budget in TREC’s template through short tutorials and offers additional guidance through tips on budgeting and forecasting.