Board member agreement template
A one-page board agreement with four signed commitments, plus an appendix holding all three giving policy structures as sample language and the month thirteen script.
Word (DOCX), Google Docs
Library
Templates
Every template here ships with an article that explains how to fill it in. Copy it, download it, no email required.
Fundraising Strategy
Nonprofit fundraising plan template
A two-page fundraising plan template with revenue lines, targets, owners, and a board sign-off block. Sheets and Docs copies plus a Word file. No email required.
Google Sheets, Google Docs, Word (DOCX)
Strategic Planning
Nonprofit strategic plan template, two pages
A two-page nonprofit strategic plan template with priorities, owners, measures, a stop-doing list, risk triggers, and a board sign-off block. No email required.
Google Docs, Word (DOCX)
Board and Governance
Board composition matrix template
A three-tab board matrix spreadsheet with one row per member, 0 to 2 scoring, a gaps tab that does the sums, and a recruitment brief tab. Sheets and Excel.
Google Sheets, Excel (XLSX)
Nonprofit board packet template
A board packet outline with a page budget per section, a cover sheet that leads with decisions, the five part consent agenda test, and a seven day send-out checklist.
Word (DOCX), Google Docs
Executive director report to board template
A one page executive director report with the decisions requested first, a five row status header for cash, revenue, programs, people, and compliance, then the dashboard.
Word (DOCX), Google Docs
Nonprofit board calendar template
A three-tab board calendar spreadsheet with twelve months driven by one fiscal year cell, the standing items by meeting, and committee cadence. Sheets and Excel.
Google Sheets, Excel (XLSX)
Technology and Data
Nonprofit technology roadmap template, one page
A one-page technology roadmap template with a system inventory, three moves, a stop list, five security checks, a budget line, and a sign-off. Docs and Word files.
Google Docs, Word (DOCX)
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