Toolkits

Whether mid-year or end of year, electronic, verbal, or written, creating appeals and making asks for your organization is part art and part science. Luckily, there are tried and true tips and practices that will support the success of your fund development efforts. This toolkit will walk you through the steps of writing powerful appeals, […]

Foundations provides historical context, clarification, and activities to promote essential competencies so that your organization can build stronger consensus towards the changes you want to make. Whether you are just getting started or decades into your DEI work, this toolkit is a cornerstone for conservation leaders to build from and return to.  

Getting Started will help you take basic steps to move your organization forward towards activating your DEI values. You’ll receive guidance on how to craft your organizational DEI statement, establish a working group to direct, facilitate, and evaluate your organizational progress and goals, and convene affinity groups to foster more nuanced, supportive spaces for consensus building and problem solving towards change.  

Internal Culture, Practices, and Policies offers clear guidance and templates to help you responsibly promote DEI practices within your organization. Learn more about inclusive hiring guidelines, equitable compensation practices, and view template staff policies. 

Partnerships and Community Engagement provides guidance for developing ethical partnerships, particularly with Indigenous communities, and navigating disagreements or challenges in the community without backtracking on your DEI values.

Equitable Fund Development and Donor Outreach provides support and tools so conservation organizations can deepen their financial support from diverse constituencies. Having inclusive and equitable fundraising models in place ensures we are thinking expansively about why we protect these lands, and for whom.

Accountability provides grounding frameworks so organizations don’t back down from their DEI commitments and goals—especially when there are challenges, consensus is elusive, or a repair needs to be made. Accountability ensures that you are resilient and continue moving your organization holistically forward in activating your DEI values to foster a healthy world for all.  

Special Topics in Diversity, Equity, and Inclusion offers additional resources for your organization on a variety of special topics.

Executive Directors rarely, and sometimes never, receive effective feedback (and often the feedback they do get does more damage than good). Annual evaluation of the ED is perhaps the Board of Director’s most critical tool in monitoring and ensuring the overall performance of a non-profit. ED evaluations are also one of the Board’s key responsibilities […]

This toolkit is a roadmap for a nonprofit’s financial management.  For some organizations, getting help starts by figuring out where the help is needed. This toolkit lays out a step by step framework of resources to provide the help needed.

Does your organization receive restricted grants and other funds? Are you responsible for the financial management and reporting for them? If so, the restricted funds toolkit is a central resource to help you understand the basics and learn how to use QuickBooks to optimize your ability to track them. 

This toolkit reviews the “Why” of Shared Allocations in your expense reporting and offers simple methods of adding them into your financial measurements to show the true costs of your programs.

This toolkit provides a framework of five core elements of management, systems, and behaviors to develop a culture of feedback in your organization, and practical tools for delegating and decision making that help create transparency and clarity within your organization.

Developing your organization’s strategic plan can be the most valuable investment of time and energy your group ever makes. This toolkit guides you through the planning, design, and implementation process for your personalized strategic plan.

A board’s most important job is to set up an organization to succeed through its executive director. This toolkit will guide boards though all the major transitions that they face with Executive Directors, from hiring to onboarding, to the ED’s departure.

Having an easy-to-use budgeting tool makes developing a budget more accurate while using far less staff time to prepare it. This budgeting toolkit guides you through creating an annual budget in TREC’s template through short tutorials and offers additional guidance through tips on budgeting and forecasting.