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. For Form 1023 prep, use the interactive Form 1023 checklist, or browse all free nonprofit tools. Search live federal grants on the grant finder.
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