Free Resources for Nonprofits: Best Practices, Checklists, Toolkits, and Templates
Running a nonprofit comes with unique challenges—from defing board of directors’ responsibilities to navigating 501(c)(3) compliance requirements and building effective governance policies. That’s why we’ve created a library of free resources for nonprofits: practical guides, checklists, toolkits, and templates designed to support strong nonprofit management.
Whether you’re a board chair looking for best practices, a new director asking “what does a board of directors do?”, or an executive director searching for nonprofit ideas and tools to strengthen your organization, you’ll find clear, actionable answers here—all available to download and use today!
Free Resources: Guides, Checklists, & Workbooks
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Nonprofit Asset Allocation: Investment Guide for Mission-Driven Growth
Key Takeaways Asset allocation for nonprofit organizations has become significantly more sophisticated as mission-driven entities recognize that strategic investment management…
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Why Every Nonprofit Needs Great Donation Receipts
Running a nonprofit is about more than carrying out your mission—it’s about earning and keeping the trust of your supporters….
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The Essential Nonprofit Conflict of Interest Policy Template
Do You Need a Conflict of Interest Policy? Nonprofit organizations are just that—mission-driven, not profit-driven. But good intentions alone aren’t…
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Building a Successful Nonprofit Investment Policy Statement
An updated nonprofit Investment Policy Statement (IPS) is the key to long-term investment success and endowment sustainability. Including a formal…
Thought Leadership
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Predicting the Future: What Will the 2025 Stock Market Outlook Hold?
2024 was a great year in the market, with the S&P 500 setting new all-time highs more than 50 times….
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How Will Trump’s New Tariffs Impact Global Trade and Relationships?
The Iraq War began with shock and awe, a combined air and ground campaign meant to shock the Iraqi Army…
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I reviewed 65 alternative investments and ruined my Instagram feed in the process. Here’s what I learned.
I’ve turned my Instagram feed into a nightmare of ads for investments in RV parks, Private Equity, and Multi-Family Real…
For more free nonprofit resources, check out The National Council of Nonprofits, one of our favorite places to find new ideas! You can also check out our investment cost calculator, to see how much your fees might be costing your organization.

