Resource Library: Free Forms & Templates

Faced With the Sudden Departure of the Nonprofit Executive Director: 5 Steps for the Board

by William J. Moran, J.D., M.S.Ed. 

The current Executive Director informs the nonprofit’s Board that he or she has taken another position and is departing in three weeks.  Or, in the alternative, the Board decides that the current Executive Director must be terminated.  Here are five immediate steps for the Board ...

Continue Reading →

7 Responsibilities of Nonprofit Board Members

by William J. Moran, J.D., M.S.Ed.
Adapted from WELCOME TO THE BOARD by Fisher Howe (New York, 1992)

Below are seven responsibilities of board membership for nonprofit organizations.

The Board of Directors is the governing body for the nonprofit.  Board members set policy; the chief executive of the nonprofit is responsible for ...

Continue Reading →

Characteristics of Board Members

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 Clinic

TO:       Board Nominating Committee

FROM:  William Moran

DATE:   November 30, 2007

RE:       Attributes for New Board Members

We discussed the following attributes for ...

Continue Reading →

Nonprofit Board Retreat Agenda

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 off  business site such as a board member’s home.  If done in in a 3-4 hour session, this can serve as a ...

Continue Reading →

Codicil to Will Form

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 executor, or including a charitable gift to a not-for-profit organization. Each codicil must conform to the same legal requirements as the ...

Continue Reading →

Donor Contact Form for Planned Giving

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:  PDF  or Word format

Bill Moran, The Moran Company, specializes in nonprofit executive searches
Continue Reading →

SWOT Analysis Form

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 do you perceive are strengths of the ___________________ organization?

 

Corporate Rating Worksheet

By Scott Sheldon, CFRE
Scottsdale Healthcare Foundation
480-882-6985

Scott Sheldon, author of Effective Corporate Fundraising: Strategies for Success, rates the likelihood that a corporation will make a gift to your organization.

View or Download Corporate Rating Worksheet:  PDF  or  Word format

The Moran Company, specializes in nonprofit ...

Continue Reading →

Corporate Prospect Rating Form

Scott Sheldon, CFRE
Scottsdale Healthcare Foundation
480-882-6985

Scott Sheldon, author of Effective Corporate Fundraising: Strategies for Success, provides a form to match your volunteers with corporate giving prospects.

View or Download Corporate Prospect Rating Form:  PDF   or  Word format

Bill Moran, The Moran Company, specializes ...

Continue Reading →

Uncovering Foundation Prospects

by Susan Whitmore

How do you uncover foundation prospects that might be interested in funding your nonprofit organization’s programs or operations? It may not be as difficult as you think.

The quickest and easiest way to find local, regional and national foundations with areas of ...

Continue Reading →
Page 1 of 3 123