Resource Library: Free Forms & Templates

Fundraising – Finding People to Ask

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 help you do this: Finding People to Ask, Qualifying Your Prospects. View or Download: PDF or Word format First, review lists of fundraising prospects (individuals, foundations and corporations) … Continue reading Fundraising – Finding People to Ask

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Sample Nonprofit Executive Director Position Description

by William J. Moran, J.D., M.S.Ed. The Executive Director is the key management leader of _______________. The Executive Director is responsible for overseeing the administration, programs and strategic plan of the organization. Other key duties include fundraising, marketing, and community outreach. The position reports directly to the Board of Directors.  GENERAL RESPONSIBILITIES: 1) Board Governance: … Continue reading Sample Nonprofit Executive Director Position Description

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Sample Director of Development Position Description

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: The Director of Development is responsible for planning, organizing, and directing all of ________________’s fundraising including, the major gifts program, annual fund, planned giving, special … Continue reading Sample Director of Development Position Description

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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 new … Continue reading Characteristics of Board Members

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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   Want more articles like this delivered directly to your inbox? Sign up for our E-Newsletter. © 2008 The Moran Company, … Continue reading Donor Contact Form for Planned Giving

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