Tools to Help with Program Evaluation

Saving Philanthropy: Resources to Results

SAVING PHILANTHROPY: RESOURCES TO RESULTS™ profiles diverse social service organizations that have gained national attention for the measurable outcomes they achieve, ...
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Leap of Reason

Leap of Reason, a collaboration between Venture Philanthropy Partners and its longtime strategic partner McKinsey & Company, presents a compelling ...
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PerformWell

PerformWell is a collaborative effort initiated by Urban Institute, Child Trends, and Social Solutions. PerformWell provides measurement tools and practical knowledge ...
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Charting Impact

Charting Impact is a free web based tool developed to help your organization to be more effective.  It encourages strategic ...
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The Logic Model

The Logic Model is a versatile tool for planning and evaluating your programs. Here are some resources you can use ...
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Outcomes Indicator Project

The Outcome Indicators Project provides a framework for tracking nonprofit performance. It suggests candidate outcomes and outcome indicators to assist nonprofit organizations ...
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Self Assessment and Evaluation of Outcomes for Your Nonprofit

How do you know if your nonprofit is making a difference? The National Council of Nonprofits (Council of Nonprofits) has a ...
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Working Hard and Working Well

Working Hard—and Working Well gives away David Hunter’s secret recipe for his renowned tough-love workshops that have sparked transformation for many ...
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Demonstrating Value

Demonstrating Value offers simple management solutions that enable you to use information and data more effectively to run your organization, plan ...
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Impact Rising

Impactrising.org offers tools, informative articles and interactive opportunities aimed at supporting high quality consulting and empowering nonprofits as wise consumers. Includes ...
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City of Sacramento Open Data Portal

The City of Sacramento has established an open portal website with access to more than 40 different data sets, including census data, ...
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Human Needs Index

The Salvation Army and Indiana University’s Lilly Family School of Philanthropy have released a new tool that provides regional and ...
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The Data Playbook

The Data Playbook is a new tool to help your nonprofit collect, analyze, and communicate the results of data. In the Data ...
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Tools to Help with Financial Management

Accounting Procedures Manual Template

Is preparing an accounting procedures manual on your to-do list? Deborah Connors of the California Association of Nonprofits, along with ...
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An Executive Director’s Guide to Financial Leadership

This Nonprofit Quarterly Reprint offers a summary of the eight key business principles that should guide an executive director’s financial ...
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Audit Guide for Charitable Nonprofits

Are you prepared for your financial audit? The National Council on Nonprofits recently published the Nonprofit Audit Guide to take you through ...
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Basics of Nonprofit Financial Management

Basic background on financial management of nonprofit organizations from the National Council of Nonprofits.   Follow this link to a ...
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Best Practices for Nonprofit Financial Health

This is a three-part beginner-level series of nonprofit finance best practices. The Nonprofit Finance Fund developed these in response to the ...
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Cash Flow Projection Template

How much cash do we have? How much will we have next month? Next year? The Nonprofits Assistance Fund developed ...
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Finding Your Funding Model

Nonprofit leaders spend an enormous amount of time on fundraising, but many typically have little idea how to secure the ...
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Internal Controls

“Controls” is what accountants and others call policies and procedures that are designed to prevent fraud and assure accurate reporting ...
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Is Your Form 990 Due?

Whether you are e-filing or mailing a form, National Center for Charitable Statistics Form 990 Online can help make the process smooth ...
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Nonprofit Finance Fund

The Nonprofit Finance Fund is a community development financial institution that offers loans,  financing, consulting and education ...
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Nonprofit Fiscal Policies and Procedures: A Template and Guide

Writing or updating an organization’s fiscal policies and procedures is usually not on the top of most people’s list of ...
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Operating Reserve Policy Toolkit for Nonprofit Organizations

This Toolkit, sponsored by the National Center for Charitable Statistics, Center on Nonprofits and Philanthropy at the Urban Institute, and ...
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Resources for Nonprofit Financial Management

The Wallace Foundation's mission is to foster improvements in learning and enrichment for disadvantaged children and the vitality of the ...
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The 990: Cracking the Code

The Chronicle of Philanthropy has released a series of articles to help readers better understand the 990, how it’s used, and why ...
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Tools, Templates, Videos and Articles on All Aspects of Nonprofit Finance

Propel’s resource library includes many free financial management tools and templates, videos, and blog articles to help your nonprofit develop and implement effective practices.  Plus a helpful glossary ...
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Tracking Volunteer Time to Boost Your Bottom Line

From Dennis Walsh's article on Blue Avocado: Tracking volunteer time: sounds like another chore? Actually it can help you meet ...
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Treasurers of All-Volunteer Organizations: Eight Key Responsibilities

From North Carolina CPA Dennis Walsh's article on Blue Avocado: More than half of the nonprofits in the United States ...
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True Program Costs: Program Budget and Allocation Template and Resource

The Nonprofits Assistance Fund has developed a how-to resource to guide nonprofits through the steps of calculating and understanding the ...
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Unemployment Services Trust

The Unemployment Services Trust (UST) is an alternative to paying state unemployment taxes for nonprofits  with 10 or more FTEs, ...
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Tools to Help with Human Resources

All About Human Resources and Talent Management Free Management Library

All organizations have people — they have human resources. Regardless of the size of an organization or the extent of ...
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Classifying Employees Correctly

Misclassifying an employee can have very serious consequences for a nonprofit.  This article from the National Council of Nonprofits clearly lays ...
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Employee Evaluation Forms

There’s no reason to re-invent the wheel when it comes to employee evaluation forms. Check out these resources for free templates, sample ...
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Evaluating the Executive Director

Read these resources to get grounded in the evaluation process: “Evaluating the Executive Director,” Blue Avocado “The Good, the Bad, and ...
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Executive Transitions

Succession Planning for Nonprofits of All Sizes   A quick overview from Blue Avacado Executive Transition Monographs.  The set of 6 ...
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Fair Pay for Northern California Nonprofits: the 2018 Compensation and Benefits Survey Report

Creating a new position? Need to see if you Executive Director’s salary is competitive? Wondering if your development staff are ...
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Independent Contractor or Employee

IRS publication 1779 can help you answer this question ...
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Nonprofit Hiring Toolkit

Hiring decisions are challenging, and engaging in a thorough process requires time and energy. In addition, every hiring decision contains ...
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Nonprofit Job Description Samples

Whether you’re seeking a senior position in a nonprofit, recruiting for new nonprofit leaders, or exploring the responsibilities of key ...
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Personnel Policy Manuals (Employee Handbooks)

This section of the Free Management Library covers: Purpose of Employee Handbooks The Employee Handbook- Is There an Update Needed? Various Perspectives ...
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Racial Equity Tools

Racial Equity Tools is designed to support individuals and groups working to achieve racial equity. This site offers tools, research, tips, ...
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Sample Employment Application

The employment application is a legal document and becomes a part of a person’s permanent file once he or she ...
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Transitioning from a From Profit to Nonprofit Career

Tools and tips for those considering a move to the nonprofit sector. Eight excellent rules for people considering switching from ...
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What You Need to Know About Nonprofit Executive Compensation

This report outlines what the IRS permits in setting nonprofit executive compensation, the consequences of failing to comply with the ...
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Tools to Help with Legal and Regulatory Items

Anatomy of a Fundraiser

Fundraising is a crucial part of sustaining a nonprofit organization, but the process of raising money raises myriad legal issues ...
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Bankruptcy Information for Nonprofits

This information sheet from Public Counsel Law Center explores common nonprofit concerns regarding bankruptcy.  It offers a starting point  to ...
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CalGold

Business license and permit requirements vary. Use this helpful database to determine requirements for your specific area. Search nonprofit under ...
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California Attorney General’s Guide for Charities

The Attorney General’s Guide for Charities is intended to help volunteers and others who serve as directors, officers or fundraisers for nonprofit ...
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California Attorney Generals Office

The Attorney General regulates charities and the professional fundraisers who solicit on their behalf.The purpose of this oversight is to ...
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California nonprofit status verification letter

Do you need to verify that you are a California tax-exempt organization?  Using either your organization’s name or it’s state ...
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Changing an Organization’s Name, Mission, Programs and Services, or Governing Rules

Is your organization thinking about changing its name, mission, programs and services, or governing rules?  Some of these changes are ...
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Charitable Solicitation Registration

Your nonprofit may be aware of its obligation to register for fundraising purposes in its own state (38 states and ...
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Community Organization Representation Project (CORP)

Pro bono legal services are offered to nonprofits serving low-income communities in Northern California by the Community Organization Representation Project (CORP) at ...
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Compliance for California Nonprofits

The Compliance for California Nonprofits website outlines all of the reporting requirements for California nonprofit organizations with links and instructions. Nonprofit Compliance ...
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Dissolving a Nonprofit Organization

Most tax-exempt organizations that end their operations, either through shutting down, transferring their assets or merging with another tax-exempt organization, ...
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Document Retention Policies

The National Council of Nonprofits offers this excellent resource on Document Retention Policies ...
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Fundraising Compliance Guide

States oversee solicitation of their citizens. Before your nonprofit seeks donations, it must register in each state where it will ...
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Governance Policies and Procedures Samples

Developed by group of California based lawyers, the Form 990 Policy Series offers sample policies on a variety of topics ...
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IRS Explains How to Reinstate Automatically Revoked Exempt Status

Charity Channel | Don Kramer | May 16, 2014 "The IRS has issued a new Revenue Procedure (2014-11) outlining four ...
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IRS Tax Information for Charities & Other Non-Profits

Stay up-to-date with the IRS.  Bookmark their recently updated webite www.irs.gov/charities or select “Charities & Non-Profits” in the “Information For” drop-down menu ...
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Is corporate sponsorship income taxable or a charitable contribution?

The IRS will look at the payment made to a nonprofit by a corporate sponsor and decide whether the payment ...
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Model Document Retention Policy

Read this example from Blue Avocado here ...
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Nonprofit Compliance Checklist

Have you ever wished for a better way to keep track of your nonprofit’s compliance responsibilities every year? You’re not ...
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Nonprofit Law Blog

The Nonprofit Law Blog offers articles and resources from the NEO Law Group, California attorneys specializing in nonprofit law ...
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Nonprofit Law Center

The Nonprofit Law Center, is hosted and written by Bruce R. Hopkins. This site provides information on the law as it applies ...
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Public Disclosure

The Public Law Counsel has prepared this memo outlining federal and California state requirements.  It’s important to know what must ...
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Raffles

A summary of key California regulations about raffles: In California, only nonprofit organizations can legally conduct raffles. Before holding a ...
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Reinstatement of Good Standing with Corporate and Tax Regulatory Agencies for California Nonprofit Public Benefit Corporations

Staying in good standing with the state of California and the IRS is an ongoing process.  This free publication from ...
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Sales and Use Tax Requirements for California Nonprofits

Yes, nonprofits do have to occasionally pay taxes.  The Tax Guide for Nonprofit Organizations will answer your questions about California state taxes ...
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State Charitable Solicitation Statutes

Thirty-nine states and the District of Columbia have charitable solicitation statutes that generally require nonprofits soliciting contributions and, in most ...
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StayExempt

The IRS recently launched a new look and improved navigation for its educational website for exempt organizations, StayExempt. The redesigned home ...
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The Brown Act or Open Meeting Law

This act only applies to nonprofit organizations in the specific cases outlined in the excerpt quoted below from The Brown Act: ...
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The Proper Way to Thank Donors

IRS Publication 1771 says that for any gift over $250, the giver must have written documentation of the gift. That written ...
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UBIT: Advertisements vs. Qualified Sponsorship Payments

Unrelated Business Income Tax or UBIT can be a confusing topic.  Here’s an article from the Nonprofit Law Blog that ...
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Waivers and Hold Harmless Clauses

The reality is that clients and volunteers may bring a lawsuit against a nonprofit if they suffer injuries.  The Nonprofit ...
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Who Regulates Charitable Nonprofits?

Many people assume that the IRS has primary jurisdiction over tax-exempt charitable nonprofits. Yet state governments play a much more ...
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Tools to Help with Organization Management

A Consumers Guide to Low-Cost Donor Management Systems

Donors are the lifeblood of nonprofit organizations. You need them to survive. But how do you manage all the details ...
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Data Sources

County Health Rankings & Roadmaps ranks the health of nearly every US county.  The Robert Wood Johnson Foundation collaborates with the ...
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Essential Strategic Plan

The Essential Strategic Plan Online (ESP) is an online coaching experience for intact planning teams from small and mid-sized nonprofits that supports ...
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Free Management Library

The Free Management Library provides free, easy-to-access, online articles to develop yourself, other individuals, groups and organizations (whether the organization is for-profit ...
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Nonprofit Explorer

Nonprofit Explorer offers a financial snapshot of local and national nonprofit organizations and foundations, including revenue & expenses and executive ...
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The Nonprofit Business Plan

This Foundation Center Grantspace Business Plans page offers information and links to a variety of resources. LaPiana Associates offer these free resources. View ...
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Tools to Help with Risk Management

A Nonprofit’s Guide to Risk Management and Insurance

Risk management is a tool to help nonprofit organizations like yours deal with the uncertainty of possible risks related to ...
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Nonprofit Risk Management Center

The Nonprofit Risk Management Center provides clear, concise and credible information on risk management and insurance. Their services include: affordable, easy-to-read publications ...
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Risk Management Tutorial for Nonprofit Managers

Completing the Risk Management Tutorial is an easy way to begin integrating the principles of risk management into the day-to-day operations of ...
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Safer Internet Guide

You rely on the goodwill of your donors, constituents, and community for support. So it’s very important that you protect ...
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Tools to Help with Volunteer Management

ALIVE: Association of Leaders in Volunteer Engagement

AL!VE serves to enhance and sustain the spirit of volunteering in America by fostering collaboration and networking, promoting professional development, and ...
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Energize Inc.

Energize, Inc. is an international training, consulting and publishing firm specializing in volunteerism.  Their information rich website aims to connect ...
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Readiness Roadmap

Corporations across the U.S. are estimated to provide more than $15 billion in pro bono volunteer services to nonprofits across ...
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VolunteerMatch Learning Center

The VolunteerMatch Learning Center offers dozens of free webinars on the practices of volunteer engagement, such as recruitment, screening, orientation and recognition ...
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Volunteers

Excellent round-up of information and resources to strengthen your organization’s work with volunteers.  Includes information on managing volunteers, tax and ...
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VolunteerToday.com

VolunteerToday  The Electronic Gazette for Volunteerism  provides free information on the engagement of volunteers through (1) pertinent information on recruiting and ...
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What’s an Hour of Volunteer Work Worth?

Visit the Independent Sector’s latest annual calculation of the value of volunteers’ time ...
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