Templates & Resources
Practical templates and long-form guides for nonprofit leaders. Request a file via email—each resource page includes usage notes aligned with fund accounting and donor management best practices.
Nonprofit Chart of Accounts Template
A structured starting point for assets, liabilities, net assets, revenue, and expenses—aligned with how nonprofits report, not generic business categories.
Format: Excel / Google SheetsForm 990 Preparation Checklist
A practical checklist of documents and data to gather before filing—governance, financials, and program metrics in one place.
Format: PDF outlineDonation Acknowledgment Letter Template
Word-friendly template language for gift acknowledgments—with prompts for quid pro quo and restricted gift language.
Format: Word / Google DocsVolunteer Hour Tracking Template
Spreadsheet layout for hours by volunteer, program, and in-kind valuation—useful for grants and impact reporting.
Format: Excel / Google SheetsGrant Budget Template
Budget lines tied to personnel, fringe, supplies, travel, and indirect—formatted for grant proposals and internal tracking.
Format: Excel / Google Sheets