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SE4N subscribers get access to:

  • Our extensive library of subscribers-only resources such as template contracts and policies, budget spreadsheets, checklists, and worksheets (a new resource is added every month).

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Template Contracts and Legal Documents

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TEMPLATE: Short and Basic Grant Agreement
TEMPLATE: Short and Basic Grant Agreement

This short and basic grant agreement template is intended for situations involving relatively straightforward grants from one 501(c)(3) organization to another 501(c)(3) organization to fund a specific project or program. This sample document provides relatively concise language covering key terms such as the timing of grant payments, the allowable use of grant funds, reporting and recordkeeping requirements imposed on the recipient organization, and more.

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TEMPLATE: Donor Acknowledgement Letters
TEMPLATE: Donor Acknowledgement Letters

These donor acknowledgment letter templates provides sample language that generally satisfies basic IRS requirements for the most common donation scenarios, including cash contributions, non-cash contributions, as well as cash and non-cash gifts that are treated as quid pro quo contributions.

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Template Policies and Procedures

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TEMPLATE: Code of Ethics
TEMPLATE: Code of Ethics

A Code of Ethics is one of the fundamental governance policies that all nonprofit organizations should have, and an important complement to your organization’s conflict of interest policy. This Code of Ethics template is intended to help your organization identify and express the core principles and ethical requirements with which all Board members, staff, and other individuals who serve and/or represent the organization are expected to comply.

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TEMPLATE: Current Operating and Intermediate Funds Cash Management Guidelines
TEMPLATE: Current Operating and Intermediate Funds Cash Management Guidelines

This Cash Management Guidelines template is designed to help your organization set targets the management of both current operating funds and intermediate funds, establish investment guidelines consist with your organization’s cash management needs.

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Budget and Finance Tools

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WORKSHEET: Funding Pipeline Spreadsheet and Instructions
WORKSHEET: Funding Pipeline Spreadsheet and Instructions

The purpose of the funding pipeline worksheet is to help your organization conduct regular periodic assessments of funding and revenue streams, consider changes to anticipated and past funding patterns, and assess whether there is a risk that budgeted funding might not be realized in the near-term and intermediate-term future. Complete this worksheet in collaboration with your development office, senior management team, and staff to help with operational planning and stress test your organization’s anticipated funding sources.

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TEMPLATE: Operating Reserves Status Report Spreadsheet
TEMPLATE: Operating Reserves Status Report Spreadsheet

Operating reserves are one the most important components of financial health for a nonprofit organization and a key indicator for long-term fiscal and financial sustainability. Providing regular reports on the status of an organization’s operating reserves is essential for monitoring an organization’s financial health as well as compliance with its operating reserve policy.

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Checklists and Guides

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CHECKLIST: Nonprofit Management Annual Reminder Checklist
CHECKLIST: Nonprofit Management Annual Reminder Checklist

This checklist is intended to remind nonprofit Executive Directors, CEOs, CFOs, COOs, and other managers, officers, and Board / committee members to regularly evaluate, renew, and update documents, activities, policies, and practices to better meet the organization's changing needs. The document is organized by key fiscal, financial, governance, and operational areas, including Funding, Administration, Human Resources, Professional Services, Financial Reporting, Financial Policies & Procedures, and Governance.

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CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization
CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization

This checklist outlines 19 key steps that apply to most new organizations to form a nonprofit corporation, apply for 501(c)(3) status, and stay in compliance with the rules governing tax-exempt organizations. The steps covered include drafting governing Articles of Incorporation, Bylaws, and basic corporate policies; obtaining a tax ID number, submitting the Form 1023 or Form 1023-EZ; and more.

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