To highlight the current state of lean funder evaluation, our Spotlight Report: How Lean Funders Evaluate Their Work gives an overview of the evaluation methods funders use most often, what they find most useful, how those techniques play out in practice, and how funders use evaluation information to support their work. Read More
Download our sample 1-page grant application to save time for you and your applicants. Read More
The Taxpayer First Act requires tax exempt organizations to electronically file information returns and related forms in tax years beginning after July 1, 2019. According to the Internal Revenue Service website: Form 990 and 990-PF e-filing Under the legislation, most e-filings won’t be due before December 15, 2020, from charities and other exempt organizations that... Read More
Download our Sample Board Profile Grid to assess your current board’s talents, identify any gaps, and evaluate board candidates. Read More
See our Sample Document Emergency Succession Plan. This is a plan for contingencies due to the disability, death or departure of the Executive Director. Read More
Good succession plans come out of thinking, planning, and conversations to clarify roles, responsibilities, and expectations. Here are some sample conversation-starters: Are we structured with the future in mind? Do we attend to future needs for leadership, growth, and opportunity? Do we have term limits for staff or board? What are the benefits and costs... Read More