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 SheetsClub Chart of Accounts Template
A practical chart of accounts starter for clubs and associations tracking dues, events, reserves, reimbursements, and board reports.
Format: Excel / Google SheetsFraternity and Sorority Budget Template
A chapter budget template for dues, events, formals, recruitment, philanthropy, housing-related costs, reserves, and reimbursements.
Format: Excel / Google Sheets501(c)(7) Nonmember Income Worksheet
A worksheet for social clubs reviewing member dues, member activity, guest revenue, public event income, and supporting notes.
Format: Excel / Google Sheets501(c)(7) Event Income Log Template
A social club event log for tracking member counts, guest counts, total charges, nonmember charges, payments, and advisor notes.
Format: Excel / Google Sheets501(c)(7) Year-End Records Checklist
A year-end packet checklist for dues, nonmember income, event records, reimbursements, board notes, and filing review.
Format: PDF / Google DocsSocial Club Reimbursement Policy Template
Plain-language policy language for receipts, approvals, deadlines, payment methods, and board review of member reimbursements.
Format: Word / Google DocsGuest Income Tracking Policy Template
A social club policy template for documenting guest charges, public-use income, member reimbursement statements, and event notes.
Format: Word / Google DocsSocial Club Board Report Template
A board report outline for dues, event income, nonmember activity, reimbursements, reserves, open questions, and advisor follow-up.
Format: PDF / Google DocsClub Treasurer Transition Checklist
A handoff checklist for bank access, open balances, reimbursements, vendors, budgets, reports, passwords, and filing deadlines.
Format: PDF / Google DocsMembership Dues Reminder Template
Plain-language email and text reminder copy for upcoming dues, overdue balances, renewals, and friendly follow-up.
Format: Word / Google DocsNonprofit Data Migration Checklist
A provider-neutral checklist for gathering donor, donation, accounting, fund, volunteer, event, and membership exports before moving systems.
Format: PDF / Google Docs