Templates
Practical templates and checklists for nonprofit and NGO teams. Copy them from the page, adapt them, and use them.
Recently Added
The latest additions to the library.
AI Tool Due Diligence Checklist
A starting-point checklist for nonprofit and NGO managers who must approve an AI tool, or find one already in use, covering purpose, data, security, vendor terms, testing, oversight, cost and sign-off.
Annual budget checklist
A starting-point checklist for nonprofit and NGO finance managers to prepare, approve, and monitor the annual budget, including indirect cost allocation and reserves.
Budget Narrative Worksheet
A starting-point worksheet for explaining the math and the reasoning behind every line of your project budget, whatever name your funder gives the document.
Budget versus actual report
A guide and template for nonprofit and NGO finance and program staff to track grant spending, calculate variances, and manage project burn rates.
Conflict of Interest Policy Template
A policy template and guide to help nonprofits and NGOs manage financial and loyalty conflicts among board members and staff.
Contingency Budget Template
A starting-point guide and template for sizing, documenting, and managing a contingency line in a nonprofit project budget.