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Browse our collection of free templates, guides, worksheets, white papers, policies and other practical tools designed to help your organization strengthen marketing, bookkeeping, technology, security, communications, and day-to-day operations.

Your Brand Story Worksheet

AI Prompt Patterns & Context Brief

If you aren’t getting good results from your AI projects, try these simple adjustments.

Chart of Accounts

Chart of Accounts Template

Use this COA Excel template for accurate and effective financial management.

Your Brand Story Worksheet

Brand Story Worksheet

Use this worksheet to define key emotional elements of your organization; then use them to create your brand story.

City Brand Reality Check

City Brand Reality Check Worksheet

A practical brand reality check for city leaders to evaluate clarity, credibility, and alignment with economic development goals.

Human Resources Compliance Guide

Human Resources Compliance Guide

Use the actionable advice and best practices in this guide to foster an inclusive and supportive workplace while avoiding major compliance pitfalls.

Structured job description form with fields for title, organization, department, reports to, grade, approvals, plus sections on education and job tasks.

Job Description Template

Create consistent job descriptions covering responsibilities, qualifications, working conditions and physical requirements.

Document cover for a template titled '[ Year ] Accounting Policy and Procedure Considerations' with blue and teal header shapes, organization placeholder and note about customization.

Accounting Policies Template

Use this customizable template to establish clear accounting policies and procedures for your nonprofit.

Template cover page titled 'Board of Directors Policies' with placeholder [Organization Name] and blue/teal decorative bars.

Board Policies Template

A practical starting point for developing clear, responsible board policies for your organization.

Structured job description form with fields for title, organization, department, reports to, grade, approvals, plus sections on education and job tasks.

Conflict of Interest Template

A ready-to-customize form for identifying and documenting potential board member conflicts of interest.

Nonprofit Social Media Policy

Social Media Policy

Get clear, ready-to-use guidance that helps your organization communicate confidently and responsibly online.

Donor Progression and Strategy Guide

Donor Storytelling Guide

This “cheat sheet” matrix will help you select the right storytelling tactics based on a donor’s potential.

Safeguarding Your Mission

Data Security Posters

Free printable cybersecurity awareness posters for nonprofits covering passwords, phishing, email safety, software updates, and smart data security habits.

Safeguarding Your Mission

Safeguarding Your Mission

Falling victim to a single scam can be devastating—it’s time to take a serious look at improving your data security measures.

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