Resource Library
Featured Resources
Appeal Sample and Guide
Writing an effective appeal letter is a crucial skill to increase donations and donor involvement. However your outreach efforts are made, through letters, emails, or even through your website, an appeal letter is your chance to update your members and community on the work you’re doing and how their support can help. Use this ten-step […]
Developing an Equitable and Transparent Compensation Philosophy & Policy
To set fair and equitable compensation, it’s essential to take time to be clear on your philosophy and develop a transparent policy. The following resource and samples will help you develop strong, fair, and transparent compensation.
Equitable Holiday and Paid Time Off Policies and Sample
To promote belonging and to create an equitable and inclusive culture across your organization, it’s important to review your holiday and paid-time-off policies and ask yourself these questions and more. This resource will aid you in assessing your holiday and paid time off policies, consider revisions to your it, and offers a sample policy.
Fund Development Equity Reflection Questions
Fund development staff can play an integral role in implementing DEI in their work by using an equity lens to review your practices, outreach, and decisions. This resource offers questions to ask yourself, your team, and your organization to ensure that an equity lens is applied to your fund development efforts and internal work.
How to Track Grants Year-Over-Year and Produce Clear-Cut Reports
This tutorial walks you through a solution for U.S organizations to show grant revenue from one year to the next that won’t mess up your bottom line. It will also leave your organization an easy way to read and understand accurate financial reports.
How to Track Restricted Funds
This in-depth, step-by-step tutorial on tracking restricted funds in QuickBooks for US-based Organizations will help you easily create detailed reports using the customer feature. You’ll be able to get full expense and budget to actual reports for your grants, as well as restricted fund balances.
Paid Sabbatical Overview & Sample Policy
Paid sabbaticals provide many benefits for organizations and their staff. This resource will help your organization develop or revise a sabbatical policy by guiding you through considerations to take into account and offering a sample sabbatical policy to review.
Remit Envelope Basics
While your appeals letter is the most significant piece to send in your outreach, don’t miss the chance to create an easy way to increase your donations and engage donors with a remittance envelope. This resource helps you with the basics and walks you through creating a remit envelope that will surely help you with your next appeal.
Restricted Fund Basics
Do you know which of your funds are restricted? How to track them? What types are there? This tutorial answers all those questions and also will start you down the path to robust financial systems.
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Adopting Your Strategic Plan
Formally adopting a strategic plan is one of the most fundamental responsibilities of a board of directors. This resource reviews the process between the planning committee, staff, and board from review to adoption of your new strategic plan.
Advocating for Public Land Conservation During the Coronavirus Pandemic | Resource Media
This resource, provided by Resource Media, provides insight to the environmental community on how to reach out to constituents and the public around the critical issues they work on while still recognizing the challenges we are all facing. This website resource will help guide organizations to address the question, “How can conservationists and public lands advocates […]
Allocating Shared Operating Expenses
Shared Allocation is the process of spreading your shared expenses such as rent and utilities across your programs and other cost centers. By using shared allocation, each program shows its full costs. This toolkit shows you why this is important and how to do it.
Annual Planning and Tracking Calendar for Board & Staff | Sample
A calendar developed at the start of the year captures both ongoing/recurring board responsibilities as well as new initiatives. By anticipating upcoming tasks, it helps committees plan their work, helps board leaders design board agendas and helps staff prepare
Appeal Checklist
Use this checklist every time you draft an appeal to make sure it hits all the right notes so that your donors and prospects will be singing your tune and sending their gifts.
Appeal Sample and Guide
Writing an effective appeal letter is a crucial skill to increase donations and donor involvement. However your outreach efforts are made, through letters, emails, or even through your website, an appeal letter is your chance to update your members and community on the work you’re doing and how their support can help. Use this ten-step […]
Board and Staff Friendraising Process
The flow chart in this resource shows how a Board member can meaningfully contribute to building your organization’s “friend” base, leading to more supporters while increasing connection between your Board and Staff through their Friendraising work.
Board Committee Job Descriptions
A committee list for boards, including responsibilities and/or activities for each activity. This resource offers job descriptions for 15 committees to adapt for your own organization.
Board Donor Stewardship | Flow of Communications
Major gift work is a highly personalized form of fundraising that can be difficult to systematize. The success of your major gifts effort is dependent on authentic relationships with your donors, and it’s difficult to script the authentic conversations that make up a real relationships. The following flow chart and corresponding scripts are a great […]
Board Member Recruitment Process | Sample
Use this Sample document as a template for recruiting board members to your organization. Agree on skills, roles, responsibilities, and qualities you are seeking within your organization, and customize for your organization’s unique needs.