Resource Library
Featured Resources
Accessibility and Inclusivity in the Workplace

Accessibility in the workplace is the practice of making information, tasks and activities, and the work environment practical, meaningful, and usable for as many people as possible. Inclusion is the behaviors within team culture that encourages everyone to feel heard and valued for their individual skills and uniqueness. Through this guide, we review inclusive practices and considerations to take when proactively addressing accessibility at the virtual and physical workplace. After reviewing the guide, this worksheet can be used to assess your own organization’s accessibility and inclusion policies and procedures and identify areas to improve.
Accessible and Inclusive Events

How can we be mindful of different needs while proactively providing a welcoming and inclusive experience for all at events? Accessibility and inclusion matter just as deeply in temporary spaces where we invite community to join together for dialogue or learning. Here are some considerations to provide a more inclusive and accessible experience to your audience as you go through the event planning process.
Addressing Unconscious Bias in Hiring

This resource is meant to address the individual unconscious biases that inform the hiring systems we create and the candidate selection process. Remaining unaware of these biases and their impact on our decision-making can contribute to the lack of representation of individuals from marginalized communities in the workplace.
Indigenous Lands Activity

This activity invites you to have a team discussion about the history of the lands you inhabit, the historical and present day contributions of the Indigenous peoples’ in those territories, […]
Personal Blueprint

Meaningfully supporting diversity, equity, and inclusion at your organization requires practices that help everyone be explicit, direct, and clear with each other. The Personal Blueprint can support effective understanding, communication, […]
Preparing for Courageous Conversations & Personal Influence Activity

Issues of race, gender, ethnicity, and identity are personal, sensitive, and can be emotionally challenging to address, no matter how our individual experiences impact our world views, how we relate […]
Search Results
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 […]
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.