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
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.
Gain Perspective of Your Organization While Strategic Planning
During your Strategic Planning process, it essential to take the time to step back and gain perspective of your organization’s effectiveness. TREC uses an Organizational Ecology Model to assess key indicators of an effective organization, by retrospectively reviewing your own Program, Money, and People and systems, you can gain valuable information before proceeding further with […]
Getting Started: Forming Your Team and Focus for the Strategic Plan
Start your strategic planning right by engaging the right people, setting realistic timelines, and having the right conversations from the start. This resource assists in the formation of a planning team by reviewing how to find leaders who are prepared to engage others and dedicate themselves to creating the organization’s plan. It will also encourage […]
Introduction to Strategic Planning
Strategic planning can be the most valuable investment of time and energy your group ever makes. With TREC’s Strategic Plan guide, we offer ideas for making the most of your next strategic planning process, to help you: • Develop a process that fits your group’s unique needs • Identify the most important questions to explore […]
Marrying Financial Planning to Strategic Planning
This tutorial reviews the key components of linking strategic planning to financial planning. We’ll examine approaches to strategic planning from Good Enough to The Works; and also how to budget for revenue gaps and surpluses, determine where to put your fundraising focus, and determine the sustainability of each of your programs.
Putting Your Strategic Plan to Work
You’ve completed your strategic plan, congratulations! Now what? How much do you communicate with your funders and when? How do you pay for and staff the new programs? This resource will help answer these questions and more as it walks you through the first stages of implementing your new strategic plan.
Strategic Planning Retreats
If you have the resources and time, a full planning team retreat in the middle of the hiring process is desirable. This resource can help guide you through the logistical and strategic planning process for your next strategic planning retreat. It covers: Agenda & Meeting Plan Locations Logistics Materials (handouts & timing) Participants The Retreat […]
The Basics of Drafting Your Strategic Plan
When you are ready to draft your strategic plan, it is advisable to have a plan and approach prepared for tackling the actual task of documenting the organization’s thinking and goals on paper. This resource reviews the ins and outs of writing your organization’s strategic plan, from the style to the framework in detail. Refer […]
Theory of Change Overview and Approach
A TOC (Theory of Change) describes the overall focus and approach for creating change: a process of planned social (or other) change, from the assumptions that guide its design to the long-term goals it seeks to achieve. This TREC resource will give you a greater understanding of the role a Theory of Change plays for your organization and how to develop and apply one for your organization.
Threshold Questions to Begin Your Strategic Planning Process
Good strategic planning requires time and effort. Before you dive into the strategic planning process, prepare for the process by asking your group important questions to prepare. These pivotal questions will help you properly measure the time, investment, and energy that are necessary for the process before you. And ensure sure you and the others […]