Resource Library
Featured Resources
COVID-19 Vaccination Policy Sample
Your organization may decide to adopt a policy that mandates your employees receive the COVID-19 vaccine. Create a clear COVID-19 Vaccination Policy (including providing ways for employees to request accommodations) using this sample policy.
Diversity, Equity, and Inclusion Terms and Definitions
Not everyone speaks the same way about social issues or experiences; having a shared understanding of terms can help groups and individuals communicate better and support their collaboration. We recognize that many of these terms in this list can feel quite jargon heavy or academic—however, precision and clarity are useful when naming and dismantling deep rooted assumptions, behaviors, or practices.
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.
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.
The Four “I”s of Oppression
The Four “I”s of Oppression are a common framework used to illustrate the ways systemic injustices are able to perpetuate in society and over time. Oppression manifests itself in four overlapping and interdependent ways; individually as internalized oppression; socially as interpersonal oppression; it is reinforced through institutional oppression; and perpetuates across time and space as ideological oppression. Check out this resource and the guidance on using the framework to learn more about the Four “I”s. Being clear about how oppression operates can help everyone work concretely to dismantle oppressive systems and foster alternatives individually and across society.
US Conservation and Colonialism Timeline
This US Conservation and Colonialism Timeline was collated from published scholarly research, journalism, and community-led historical recovery efforts. It was created to support environmental and conservation organizations committed to fulfilling their missions through a justice lens. This timeline is not all inclusive…
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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 […]
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 […]
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 […]
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 […]
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.
Board Skills and Experience Checklist
Is your Board make up diverse? Does its current make-up meet all your current needs? Are your recruiting a new Board member and need a tool to determine where your […]