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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.

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.

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 Board needs strengthening? This checklist will help you and your organization get a high-level view of the  strengths and gaps in your current Board.

Budget Template

Conservation groups understand that resources are tight and that they need a robust budget tool designed to help plan for the year ahead. The TREC Budget Template is an easy-to-use budgeting tool to develop a more accurate budget while using far less staff time.

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.

Background Image: Raincoast Conservation Foundation | Jamen Rhodes