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.
Search Results
Bylaws – Resources & Templates
Every organization must create a set of Bylaws in order to incorporate. By defining the purpose and structure of the organization, bylaws set the basic operating agreements behind the work being done. Having bylaws that reflect the current realities and practices of the organization is foundational to a well-run organization. This resource contains templates and links that will help you examine or revise your bylaws when needed.
Candidate Ranking Worksheet
The task of selecting new people to join your organization is more complex and nuanced than most of us recognize. Get clarity on the skills and experience of your candidates during the hiring process by utilizing this worksheet to quantify and compare each candidate’s skills. This tool can also help mitigate bias in the process by comparing all candidates across the same categories objectively based on the information gained during the interview process.
CARES Act Resources for U.S. Nonprofits
Coronavirus Aid, Relief, and Economic Security Act (CARES Act) What’s in the Bill for Nonprofits A clear and concise overview, provided by the National Council of Nonprofits, of the Coronavirus Aid, Relief, and Economic Security (CARES) Act and what it means for Nonprofits. This article and accompanying analysis details the funding, tax credits, and other […]
Communication Checklist for ED Transition
This communications checklist will help your organization communicate effectively during an executive director transition.
Compensation Setting Policy | Sample
Given the recent scrutiny that has been placed on non-profit executives, it is important to have a clear compensation policy for top officials and key employees. The policy should outline who determines key officials compensation and the comparable data used to determine the compensation.
Conflict of Interest | Sample Policy & Disclosure Statement
Webster defines a Conflict of Interest as a “conflict between the private interests and the official responsibilities of a person in a position of trust.” It is imperative that every organization is aware of all of these conflicts and does its due diligence to manage them upfront. Clear policies and Annual Disclosure Statements are helpful tools for an organization to protect itself from any conflicts.
Core Elements of Management
Your people are your greatest asset, and creating supportive supervision and management relationships is necessary to retain this asset. Investing time cultivating these relationships for success can improve staff retention and development to strengthen an organization.
Creating a Culture of Feedback Through Management
Fostering a culture of feedback at your organization requires formal and informal systems that encourage and welcome feedback, as well as behaviors that set examples as leaders and managers.
Creating a Feedback-Rich Culture
Feedback isn’t about “once-and-done.” An effective organization strives to create a feedback-rich culture which takes both organizational systems and leadership behaviors that are applied consistently over time. Systems support and sustain behaviors. Behaviors bring systems to life. Use this list to see where your organizations thrive and identify where you might need to focus on improving.
Creating Job Descriptions
TREC understands that accurate job descriptions form the basis for many aspects of an effective organization. Relevant and up to date position descriptions help every employee understand their duties, tasks, and responsibilities. TREC offers a guide to writing job descriptions, a sample job description, and a template to help your organization.