Free Forms & Templates

Using a National or Local Search Firm

June 20, 2017

by Mary Ontko, M.P.A., B.A. Senior Search Consultant The Moran Company  “We Find Great Nonprofit Executives” Here at The Moran Company, we’re often asked by prospective clients if they should…

Rating Executive Search Firms for Nonprofit Searches

February 1, 2015

by William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”

When it comes to choosing a Nonprofit Executive Search Firm, you want to make the best decision for your organizations.

Fundraising – Finding People to Ask

February 27, 2014

by William J. Moran, J.D., M.S.Ed. One of the first steps in fundraising is to identify individuals who might contribute to your nonprofit organization. Here is a form that will…

Sample Director of Development Position Description

February 26, 2013

by William J. Moran, J.D., M.S.Ed. Here is a description for the Director of Development position.  This role is commonly the chief fundraising position at a nonprofit organization. POSITION SUMMARY:…

Characteristics of Board Members

September 8, 2011

by William J. Moran, J.D., M.S.Ed. Following is a sample memorandum listing some ideal characterisitics of board members. M E M O R A N D U M XYZ Health…

Nonprofit Board Retreat Agenda

September 8, 2011

by William J. Moran, J.D., M.S.Ed. Nonprofit boards should gather once a year to review the past year and plan for the coming year.  This may be done at an…

Codicil to Will Form

September 5, 2011

by William J. Moran, J.D., M.S.Ed. A codicil is an amendment to one’s original will. It can be used to make simple additions or amendments, such as adding or removing an…

Donor Contact Form for Planned Giving

September 5, 2011

by William J. Moran, J.D., M.S.Ed. This is a form used to report specific details of a contact with a donor. View or Download Donor Contact Form for Planned Giving: …

SWOT Analysis Form

September 5, 2011

by William J. Moran, J.D., M.S.Ed.   Use this form to solicit feedback on the strengths, weaknesses, opportunities and threats to your nonprofit organization. SWOT Analysis Survey Instrument Strengths. What…