Models, Samples & Templates

Overview

Models, Samples & Templates

Rather than reinvent the wheel we offer these models, samples and templates to generate ideas and save you time.  Always be sure to tailor them to your organizations specific needs.

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Cash Flow Projection Template
How much cash do we have? How much will we have next month? Next year?

The Nonprofits Assistance Fund developed this excellent tool to help you answer this important question.

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Nonprofit Fiscal Policies & Procedures: A Template and Guide
Resources from CompassPoint

Writing or updating an organization’s fiscal policies and procedures is usually not on the top of most people’s list of favorite things to do. Luckily, CompassPoint has developed a well-organized, time-saving template and accompanying guide to make it a bit easier. No “one size fits all” manual exists that will work for all organizations, but our template and guide offer a recommended structure and questions to consider so you can decide what is best for your organization.

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Accounting Procedures Manual Template

Is preparing an accounting procedures manual on your to-do list?

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Sample Proposal of a Single-Year Grant

This sample shows the type of information that may be requested when applying for a foundation grant. Courtesy of Grantspace.

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Third Party Fundraising Agreement

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Gift Acceptance Policies

The National Council of Nonprofits offers practice pointers, advice and sample policies. 

Please be sure to tailor your nonprofit’s policy to your own needs.

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Governance Policies & Procedures Samples
Form 990 Policy Series

Developed by group of California based lawyers, the Form 990 Policy Series offers sample policies on a variety of topics including compensation, conflict of interest, investment and more.

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Sample Dashboard Indicators
Dashboards can be valuable tools for the executive director and the board when making critical decisions

This sample from CompassPoint will give a framework as you begin to develop your own Indicators.

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Nonprofit Job Description Samples

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Sample Employment Application
Don't forget this important part of the hiring process - a resume is not enough

The employment application is a legal document and becomes a part of a person’s permanent file once he or she is hired.

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