Here’s what you’ll find inside the Nonprofit Template Library
Fundraising & Grants
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1. Program Abstract Template - this is a great place to get your ideas down on paper in a succinct way and outline the program for which you're seeking funding. It includes space for recording your program audience, objectives, deliverables, key partnerships, milestones, and more.
2. Line Item Budget Template - every grant application asks for it so re-use this one over and over again!
3. Sustainability Language Template - This one was by request (thanks Sarah!). If you're ever stumped on how to answer the question, "great, but how are you going to sustain the funding after the grant?" this template is for you! With eight potential answers and a plug-n-play template for a cohesive answer, you're ready to crush that section of the grant application!
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Stop stressing over how to ask for sponsorships for your next event.
Start making more revenue from your nonprofit events with a plan to ask for sponsorships and finally understand what sponsors want from you! This template and guidebook provide a framework for the process - start to finish!
This fully-customizable sponsorship request proposal takes the guesswork out of what to send to your local companies and helps you make a stunning first impression.
Plus, a new version is now included that focused and branded specifically for golf tournaments!
Customize the partnership package proposal for each company quickly (using Canva). Sections for describing your event, detailing your audience, and outlining the sponsorship benefits they’ll receive will help corporations see the value in investing with your nonprofit.
Add your own logos, brand colors, and messaging easily using the free version of Canva. Or, copy and paste the text into a Word document if you prefer!
Stumped on what to say to sponsors before you reach out or during the ask? Use the Guidebook for sample emails that include exactly what to say before, during, and after your pitch.
Wow your sponsors after the event with a customized post-event impact report designed to show the impact their gift made and retain them for future events!
Plus, use the free Google Form template to allow companies to commit online, upload their logo and messaging, and select payment preferences.
These versatile templates can be used over and over again for event sponsorships, long-term partnerships, or anytime you’re asking for corporate support. It will save you tons of time behind the computer so you can get back to planning your event to share your message far and wide!
Operations & HR
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13 policy templates that you can literally copy and paste and then adapt to protect your organization!
All templates are created in Google Docs for easy access and editing and included in one Google Drive folder where you can download what you need, edit and collaborate, and call it done.
Here’s what’s included in Nonprofit Policy Template Bundle:
AI Policy
Board election and retention policy
Conflict of interest for board members
Document retention and destruction policy
Disclosure and confidentiality agreement
Donor-initiated fundraising policy
Fiscal sponsorship agreement policy
Gift acceptance policy
Non-discrimination policy
Social media policy
Whistleblower policy
Volunteer Policy
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Are you tired of scrambling to put together your board report minutes before the meeting? Or, you’ve spent hours loading it with valuable information only to realize no one is even reading the report?
Board Reports are universal for nonprofits. Whether you’re big or small, grass-roots, or affiliates, nearly every Executive Director finds themselves needing to give a report to the board at each board meeting. After struggling what to say to my own board, how to present information they needed (and would actually listen to), and to stop recreating the wheel, I created the Board Report Template!
The executive director board report template gives you a clear and concise roadmap for creating your report quickly and keeping it organized in a manner that engages your board and ensures it will get read every single time.
Template features include:
A report template, created in Google Docs, so you can easily customize and edit the report to meet your specific needs. It includes recommended sections that cover everything from challenges to discussion topics and fundraising results - or add your own!
The template is highly-customizable and includes features like adding charts or graphs, photos, and your own custom sections
It’s designed to be easy to read, easy to write, and quick to use!
This template is great for:
New Executive Directors just getting started and unsure of how to report to a new board
Experienced Executive Directors who need to breathe new life into their board meetings and regain the attention of board members
Board Presidents who want to work with their Executive Directors to streamline the information presented at meetings.
Leave the board meeting stress behind, grab your ED Report template, and use it every month to make this one less dread in your day!
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Building awareness and raising money is easier when you use a template to guide your decisions!
What’s included:
Fully-customizable strategic plan template that provides the framework for your organization to formulate your next strategic plan (created in Google Docs for free and easy editing)
Over 20 pages of planning, analysis, research, and priorities — everything you need to write your next strategic plan.
The flexibility to add photos, charts, graphs, logos, or anything else you want to include
Adaptable to use on its own or use it as prep-work for your consultant — they’ll love you!
When you’ve completed this plan, you’ll…
Have a comprehensive picture of your organization, from your mission, vision, core values, and impact to the financial strength of your organization.
Understand why past strategic plans have either not worked or only partially worked and take those lessons into your next strategy sessions.
Define the most pressing priorities of your organization based on their ability to impact your mission, the resources available to you, and the likelihood of success.
Have a systematic approach to record and measure your progress quarterly, increasing the likelihood that objectives get accomplished in the desired timeframe.
Who is this template for?
New executive directors who are in “assessment mode” and need guidance on short-term planning.
Experienced executive directors who need help motivating the team to plan for the future.
Board presidents who want to actively work with their executive directors to ensure the organization is prepared for the future.
“I’ve been looking for something to help us do strategic planning that didn’t cost a fortune and was easy enough for our entire team to use. This is it! Thank you for speaking our language, and giving us the tools to do our work even better. We are so grateful.” - Laura F.
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Board member job description, Executive Director job description, and Financial Administrator job description.
Social Media & Marketing
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This 16-page, nonprofit annual report template helps you showcase your nonprofit's work and impact. Fully-customizable and prompts included, this is a Canva template that works great with a free Canva account. Recognize your top donors, highlight achievements, spotlight new projects, and ask for support in the upcoming year. Make your nonprofit annual report process easy with this template and example to follow.
Every nonprofit director seems to stress over the annual report but this digital tool is exactly what you need to stop dreading the task and finally give your community the information it needs to see your impact and their dollars at work.
This template includes:
16 customizable pages designed in Canva with a neutral color scheme and elements that are easy to swap out, remove, or copy.
A four-page best practices guide to help you understand what your report should include, why it matters, and how to keep the information centered on your audience.
A special page all about COVID-19 to help you share your unique challenges, how you adapted, and what's on the horizon
All elements in the report are available in the free version of Canva so no software purchase is required and Canva is very easy to use!
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The days of using a boring, corporate press release template are no longer effective for most nonprofits. Journalists are trying to compete with social media and instant news, 24/7 so getting your nonprofit press release to print can feel daunting.
Enter the Purposeful Press Release Guidebook and Template! After working in the nonprofit world for over 20 years, I've successfully built relationships with the media in five different cities and with numerous outlets from newspapers to tv stations and online magazines. I know how important it is for organizations to get their story out into the community (without a budget) and I'm sharing my strategies with you!
Beyond the DONE FOR YOU Press Release Template that you can simply edit right inside Google Docs and replace with your own info, the Guidebook offers the best practices for ensuring your story gets to the right media outlet, and shared, every single time.
Here’s what’s inside the 10-page Guidebook:
The exact reasons your press releases aren’t making it into print
The two major factors in getting your information to press
Three keys to getting your story published every single time
An email pitch checklist to ensure the journalist even sees your press release
Four criteria every media member is judging you on — nail these and you’re in great shape
A planning worksheet to help you sketch out your must-hit press release points
A breakdown of the eight sections of the press release and tips to make sure every section is working for your cause
A planning worksheet to plan your next three releases so you’re never scrambling again
When you use the Press Release Guidebook and Template, you’ll:
Have a roadmap to follow instead of guessing what you hope the local newspaper or TV station wants to know
Set yourself apart from others who are out there winging it
Have the confidence to make new media relationships
Get access to my super-secret trick for wowing the media — it’s all about overdelivering and making their job easy
Set yourself and your nonprofit up for success as you share your story with a bigger audience
Can I guarantee you’ll get published?
Unfortunately, no. Media coverage is unpredictable. However, my clients rave about this template and it’s been tried and tested with higher education, grassroots nonprofits, affiliate organizations, and family foundations.
How does the template work?
You’ll receive one PDF that includes both the Guidebook and a link to access the template. The template is created in Google Docs since it’s a free program and works on just about any PC or Mac. When you click the template link inside the PDF, you’ll be prompted to make a copy of the Doc that lives in your own Gmail account.
You’ll see two versions of the example press release — a clean copy first and a copy with notes second.
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Are you tired of just winging it and hoping all the things you're trying online are working?
This is the one digital tool that will alleviate the stress of planning your marketing - all in one place and for the entire year! Evaluate what worked, track ideas and goals, and use the built-in marketing calendar to plan - either for a full year or for the rest of the current year.
This nonprofit marketing plan guide and template provides an easy-to-follow example, sample goals, and a format for sharing your plan with your board and stakeholders. Plus, it's super easy to edit, style with your own brand, and customize as much as you need!
This template includes:
36 customizable slides designed in Google Slides to guide you through the digital marketing strategy process.
Designed in six sections, the strategy helps you audit and plan all in one place. Sections include audits, audience, goals & priorities, core messaging, marketing calendar, and measurement systems.
Google Slides can easily be shared with your board members, staff, or other key stakeholders, empowering everyone to contribute and collaborate in the planning process. Some example data has been included to help you brainstorm and get the ideas flowing!
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Use this professionally-designed trifold brochure template to highlight and promote your programs and services to potential donors, volunteers, and the community. Share information about your nonprofit's mission, goals, and accomplishments, as well as the specific services and programs you offer. This format allows you to present information in a clear and concise manner, using images and visually-appealing layouts to engage readers and move them to take action.
Designed in Canva and easy to edit, just as all other Shop templates! -
Posting on social media isn’t just about a pretty graphic - it’s about having a strategic plan for engaging your audience. Choose from seven different engagement-driven social media posts, focused on sharing data, statistics and facts to help drive engagement and education from your audience!
Board Management
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Are you tired of scrambling to put together your board report minutes before the meeting? Or, you’ve spent hours loading it with valuable information only to realize no one is even reading the report?
Board Reports are universal for nonprofits. Whether you’re big or small, grass-roots, or affiliates, nearly every Executive Director finds themselves needing to give a report to the board at each board meeting. After struggling what to say to my own board, how to present information they needed (and would actually listen to), and to stop recreating the wheel, I created the Board Report Template!
The executive director board report template gives you a clear and concise roadmap for creating your report quickly and keeping it organized in a manner that engages your board and ensures it will get read every single time.
Template features include:
A report template, created in Google Docs, so you can easily customize and edit the report to meet your specific needs. It includes recommended sections that cover everything from challenges to discussion topics and fundraising results - or add your own!
The template is highly-customizable and includes features like adding charts or graphs, photos, and your own custom sections
It’s designed to be easy to read, easy to write, and quick to use!
This template is great for:
New Executive Directors just getting started and unsure of how to report to a new board
Experienced Executive Directors who need to breathe new life into their board meetings and regain the attention of board members
Board Presidents who want to work with their Executive Directors to streamline the information presented at meetings.
Leave the board meeting stress behind, grab your ED Report template, and use it every month to make this one less dread in your day!
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Help board members streamline their committee reports by giving them an easy-to-use template!
Committee reports do not have to drag on forever and be a boring speech about everything that was "discussed" at the meeting. Help your board members out by giving them an easy-to-use template that guides them on exactly what their report should include.
Details:
Three different committee templates, created in Google Docs, and easily customized.
Includes setup and prompts for Finance, Marketing/Events, and Nominating Committees
Fully customizable for your own nonprofit - add photos, charts, graphs, logos, or anything else you want to include
Prompts are included on the template plus it includes a checklist for committee chairs to effectively prepare for their committee meetings.
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The upside-down board meeting agenda template helps reframe your board agenda, increases meeting productivity and board member engagement.
Your download includes:
Upside Down Board Agenda template (Google Doc)
How-to training video (7 minutes)
What you’ll learn:
Learn to reframe your board meetings and start them in a way that gets your board members energized and engaged.
How to get your board members talking during a discussion and avoid having to do all the talking yourself
The one thing you have to do before you end each meeting
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If you've always wanted to make welcoming your nonprofit board members easy, reduce the time it takes to create new board member materials, then this template is for you!
In one day (or heck, one hour), your template will help you understand what information to give new board members, how to present information and prevent overwhelm, and when to engage board members for the best retention rates.
Plus, the guide now includes done-for-you board member recruitment scripts to help you be more effective in recruiting new board members!
A ten-page board member welcome guide template to help you welcome and orient your new board members. Plus, a welcome guide checklist, section prompts, and best practice advice for onboarding new board members.
Say goodbye to boring board orientation materials!
Welcome your board members with this fully-designed board member welcome guide template that walks them through everything they need to know for board service. This template provides an organized way to present your nonprofit’s “need to know” information in a concise format that’s easy to follow and beautiful to look at. Customize it with your information once and then just personalize it each time you welcome a new board member!
Details:
Ten designed pages plus a checklist, created in Canva. All pages are fully-customizable and can be re-arranged, duplicated, or deleted to fit your nonprofit.
Layouts for your mission and vision, your financial information, resource development plans, team member information, and more!
Plus a customizable checklist for everything else you want your board members to have but always forget to attach!
Fully customizable for your own nonprofit - add photos, charts, graphs, logos, or anything else you want to include
Prompts are included in every section plus you’ll receive a best practices guide loaded with helpful suggestions.
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Take the guesswork out of the equation and show your board members (from day one) their role and responsibilities in writing.
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Use this tool to help your board do a self-evaluation and facilitate discussion around potential areas of improvement or focus for 2023. The template includes a scorecard, and is formatted for easy printing and distribution.
Accessibility & More
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In this fundamentals course, I guide you through the fundamental principles of web accessibility, testing techniques, and best practices for website design that are essential for creating a website that can be used by everyone, regardless of their abilities.
You'll learn how to identify and fix common accessibility issues, as well as discover the tools and resources available to help you ensure your website is accessible to all. By the end of this video series, you'll have the knowledge and skills needed to make your nonprofit's website more accessible, inclusive, and welcoming to all users - without hiring a professional to do it for you.
Plus, it includes a cheat sheet/guide and resource list (in Notion) that you can re-use over and over again!
Course sells for $197 on its own!
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Every nonprofit should include an accessibility statement on your website to outline the measures you have taken to make your website more accessible, such as providing alternative text for images, ensuring that the site is navigable using a keyboard, and using clear and concise language. By including an accessibility statement, you can demonstrate your commitment to inclusivity and accessibility, which can help to build trust and increase engagement with your audience. Additionally, an accessibility statement may be required by law, depending on the country or region where you operate, making it an important element of website compliance. Overall, your accessibility statement helps to ensure that everyone, regardless of their abilities, can access and benefit from your website and your mission.
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A complete Nonprofit Template Starter Pack with a roadmap to help you make it all work in one cohesive strategy!
Your starter template pack includes:
A slide deck template to create a professional and compelling presentation and get your audience to take some serious action. Includes 16 versatile and easy-to-use slides with prompts to help you along the way. Two designs included.
Customizable email header templates designed specifically for nonprofits.
Three customizable rack card templates to stop the overwhelm of browsing templates for hours and trying to fit “design rack card” into your growing to-do list. Just upload your own photos, customize them with your own text, and download them as a print-quality PDF to send to your favorite printer.
Six professionally designed, event-specific Facebook templates created in Canva, plus one Facebook event cover template.
Set of 20 professionally designed Facebook templates, created in Canva with prompts included for every image!
The Better Board Strategy Guide - Learn how to get the right people around your board table so you can confidently lead your nonprofit, expand your reach, and raise more money. You'll learn the one change you can make immediately to increase board member engagement, the best tool you can use to figure out who your next board member needs to be, the right time to recruit new board members, and How to use a simple 10-step process for recruiting success.
The Ideal Board Member Video training will help you understand your ideal board member and how to reach them!
The online giving guide teaches you the must-have elements on your online giving page, what to leave off, and how your page should be structured for the best results.
Gift Pyramid Calculator for campaign fundraising, templates for email appeals, and several other similar resources.