How much a nonprofit should hold in reserve, how to start in a deficit year, and what a board-approved reserve fund policy should say, with a worked example and wording for the board.
Nonprofit Reserve Fund Policy: How Much to Hold and How to Start Read More »
How to size a nonprofit professional development budget per person or as a share of payroll, what corporate benchmarks show, what the line should include, where executive director coaching fits and how to get the board to approve it.
Professional Development Budget: How Much a Nonprofit Should Set Aside for Its Leaders Read More »
The order for announcing a new nonprofit executive director, with four templates: a staff email, a funder letter, a press release and a LinkedIn post.
Announcing a New Executive Director: Templates for Staff, Funders and the Public Read More »
What technical assistance for nonprofits covers, who provides it for free or for a fee, how it differs from capacity building and from coaching, and a four-line scope for asking a funder to pay for it.
Technical Assistance for Nonprofits: Types, Providers and How to Use It Read More »
Nonprofit fund accounting for the executive director who signs the payroll: the two net asset classes under the 2016 standard, board-designated versus donor-restricted money, where restrictions show on the statements and Form 990, whether restricted money can cover payroll, and the four basics to ask your bookkeeper about.
Nonprofit Fund Accounting Explained for Executive Directors Read More »
A copyable executive director transition plan template for nonprofit boards, with an owner, a backup and a date for every step across five phases, from the private planning before the announcement to the first 90 days of the new executive director.
Executive Director Transition Plan Template for Nonprofit Boards Read More »
A step-by-step guide to nonprofit scenario planning for a small organization: three budget cases with a worked example, trigger points the board approves in advance, the human scenarios most plans skip and how often to update the plan.
What a nonprofit board treasurer does, drawn from BoardSource and the IRS: a sample monthly, quarterly and annual checklist, who decides what between the treasurer, the executive director and the board, a monthly meeting agenda, a handover for a new treasurer, what to do when the partnership strains, and whether a treasurer can be paid.
Nonprofit Treasurer Duties and the Executive Director Partnership Read More »
A change management process for small nonprofits with no change manager: three models cut to size, five rollout steps, technology and AI adoption, resistance as information, and the executive director’s part.
Change Management for Nonprofits: Leading People Through New Systems and AI Read More »
A nonprofit SWOT analysis is worth running only if it ends in decisions. Who to invite, a five-step session, a sample grid for a fictional food pantry with its evidence, and how to cross the quadrants into two to four decisions.
Nonprofit SWOT Analysis: How to Run One That Leads to Decisions Read More »
