Professional Development Tools and Resources

Professional Development is your best defense against inefficiencies that arise due to changes. Managers and staff want to develop, and data shows that training your team improves efficiency and effectiveness, but development cost resources. We have collected a set of resources and workshops that will help you ensure your team gets the best possible development opportunities.

Professional Development Tools and Resources

We’ve complied a comprehensive database of resources that can make an impact. Use the table below to search for resources. Please contact us if you have any questions.

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Model Document Retention PolicyRead this example from Blue Avocado here.
Readiness RoadmapCorporations across the U.S. are estimated to provide more than $15 billion in pro bono volunteer services to nonprofits across the country in 2012, according …
Energize Inc.Energize, Inc. is an international training, consulting and publishing firm specializing in volunteerism.  Their information rich website aims to connect leaders of volunteers with resources, …
VolunteerToday.comVolunteerToday  The Electronic Gazette for Volunteerism  provides free information on the engagement of volunteers through (1) pertinent information on recruiting and engaging volunteers; (2) information and …
What’s an Hour of Volunteer Work Worth?Visit the Independent Sector’s latest annual calculation of the value of volunteers’ time.  
ALIVE: Association of Leaders in Volunteer EngagementAL!VE serves to enhance and sustain the spirit of volunteering in America by fostering collaboration and networking, promoting professional development, and providing advocacy for leaders in …
VolunteersExcellent round-up of information and resources to strengthen your organization’s work with volunteers.  Includes information on managing volunteers, tax and time reporting guidance, and statistics.  …
VolunteerMatch Learning CenterThe VolunteerMatch Learning Center offers dozens of free webinars on the practices of volunteer engagement, such as recruitment, screening, orientation and recognition of volunteers.  It also recommends …
Risk Management Tutorial for Nonprofit ManagersCompleting the Risk Management Tutorial is an easy way to begin integrating the principles of risk management into the day-to-day operations of your nonprofit.
A Nonprofit’s Guide to Risk Management and InsuranceRisk management is a tool to help nonprofit organizations like yours deal with the uncertainty of possible risks related to your work.  A Nonprofit’s Guide to …
Safer Internet GuideYou rely on the goodwill of your donors, constituents, and community for support. So it’s very important that you protect your data and infrastructure. The Safer …
Data SourcesCounty Health Rankings & Roadmaps ranks the health of nearly every US county.  The Robert Wood Johnson Foundation collaborates with the University of Wisconsin Population Health …
Free Management LibraryThe Free Management Library provides free, easy-to-access, online articles to develop yourself, other individuals, groups and organizations (whether the organization is for-profit or nonprofit).  This comprehensive resource, …
The Nonprofit Business PlanThis Foundation Center Grantspace Business Plans page offers information and links to a variety of resources. LaPiana Associates offer these free resources. View these Business Planning Tools for …
Essential Strategic PlanThe Essential Strategic Plan Online (ESP) is an online coaching experience for intact planning teams from small and mid-sized nonprofits that supports them in creating their own, …
CalGoldBusiness license and permit requirements vary. Use this helpful database to determine requirements for your specific area. Search nonprofit under business type. CalGold
Governance Policies and Procedures SamplesDeveloped by group of California based lawyers, the Form 990 Policy Series offers sample policies on a variety of topics including compensation, conflict of interest, …
Dissolving a Nonprofit OrganizationMost tax-exempt organizations that end their operations, either through shutting down, transferring their assets or merging with another tax-exempt organization, must inform the IRS about …
StayExemptThe IRS recently launched a new look and improved navigation for its educational website for exempt organizations, StayExempt. The redesigned home page greets visitors with three …
California Attorney Generals OfficeThe Attorney General regulates charities and the professional fundraisers who solicit on their behalf.The purpose of this oversight is to protect charitable assets for their …
Sales and Use Tax Requirements for California NonprofitsYes, nonprofits do have to occasionally pay taxes.  The Tax Guide for Nonprofit Organizations will answer your questions about California state taxes that nonprofits must pay.
New IRS Search Tool: Select CheckThe IRS recently launched a new online search tool for information about charitable organizations. Exempt Organizations Select Check allows a user to: search IRS “Publication 78″ data …
State Charitable Solicitation StatutesThirty-nine states and the District of Columbia have charitable solicitation statutes that generally require nonprofits soliciting contributions and, in most cases, their for-profit fundraising professionals …
Bankruptcy Information for NonprofitsThis information sheet from Public Counsel Law Center explores common nonprofit concerns regarding bankruptcy.  It offers a starting point  to evaluate whether bankruptcy can help …
Public DisclosureThe Public Law Counsel has prepared this memo outlining federal and California state requirements.  It’s important to know what must be made available and how …
The Brown Act or Open Meeting LawThis act only applies to nonprofit organizations in the specific cases outlined in the excerpt quoted below from The Brown Act: Open Meetings for Local Legislative …
Waivers and Hold Harmless ClausesThe reality is that clients and volunteers may bring a lawsuit against a nonprofit if they suffer injuries.  The Nonprofit Risk Management Center offers this …
Compliance for California NonprofitsThe Compliance for California Nonprofits website outlines all of the reporting requirements for California nonprofit organizations with links and instructions. Nonprofit Compliance Checklist from CalNonprofits will also …
Nonprofit Law BlogThe Nonprofit Law Blog offers articles and resources from the NEO Law Group, California attorneys specializing in nonprofit law.
Nonprofit Law CenterThe Nonprofit Law Center, is hosted and written by Bruce R. Hopkins. This site provides information on the law as it applies to nonprofit organizations, including developments …
IRS Tax Information for Charities & Other Non-ProfitsStay 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 in the top right corner …
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 the Volunteer Legal Services Program …
Document Retention PoliciesThe National Council of Nonprofits offers this excellent resource on Document Retention Policies.
The Proper Way to Thank DonorsIRS Publication 1771 says that for any gift over $250, the giver must have written documentation of the gift. That written documentation, according to the Tax …
IRS Explains How to Reinstate Automatically Revoked Exempt StatusCharity Channel | Don Kramer | May 16, 2014 “The IRS has issued a new Revenue Procedure (2014-11) outlining four ways for tax-exempt organizations that …
UBIT: Advertisements vs. Qualified Sponsorship PaymentsUnrelated Business Income Tax or UBIT can be a confusing topic.  Here’s an article from the Nonprofit Law Blog that helps clarify the distinction between …
Fundraising Compliance GuideStates oversee solicitation of their citizens. Before your nonprofit seeks donations, it must register in each state where it will be fundraising. Failing to do …
California nonprofit status verification letterDo you need to verify that you are a California tax-exempt organization?  Using either your organization’s name or it’s state ID number, you can now …
Charitable Solicitation RegistrationYour nonprofit may be aware of its obligation to register for fundraising purposes in its own state (38 states and the District of Columbia currently …
Anatomy of a FundraiserFundraising is a crucial part of sustaining a nonprofit organization, but the process of raising money raises myriad legal issues which, if unaddressed, can subject …
California Attorney General’s Guide for CharitiesThe Attorney General’s Guide for Charities is intended to help volunteers and others who serve as directors, officers or fundraisers for nonprofit charitable organizations. It provides practical …
Nonprofit Compliance ChecklistHave you ever wished for a better way to keep track of your nonprofit’s compliance responsibilities every year? You’re not alone. That’s why CalNonprofits has …
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 active role in regulating nonprofits …
Reinstatement of Good Standing with Corporate and Tax Regulatory Agencies for California Nonprofit Public Benefit CorporationsStaying in good standing with the state of California and the IRS is an ongoing process.  This free publication from Public Counsel, Guide for Reinstatement of …
Changing an Organization’s Name, Mission, Programs and Services, or Governing RulesIs your organization thinking about changing its name, mission, programs and services, or governing rules?  Some of these changes are routine, while others, if done …
RafflesA summary of key California regulations about raffles: In California, only nonprofit organizations can legally conduct raffles. Before holding a raffle, you must file a raffle …
Evaluating the Executive DirectorRead these resources to get grounded in the evaluation process: “Evaluating the Executive Director,” Blue Avocado “The Good, the Bad, and the Ugly of 360 Degree …
What You Need to Know About Nonprofit Executive CompensationThis report outlines what the IRS permits in setting nonprofit executive compensation, the consequences of failing to comply with the regulations, how nonprofit board members …
Nonprofit Job Description SamplesWhether you’re seeking a senior position in a nonprofit, recruiting for new nonprofit leaders, or exploring the responsibilities of key nonprofit positions, the examples shared here can …
Executive TransitionsSuccession Planning for Nonprofits of All Sizes   A quick overview from Blue Avacado Executive Transition Monographs.  The set of 6 booklets described below covers all …
Independent Contractor or EmployeeIRS publication 1779 can help you answer this question.
Transitioning from a From Profit to Nonprofit CareerTools and tips for those considering a move to the nonprofit sector. Eight excellent rules for people considering switching from employment in the for-profit world …
All About Human Resources and Talent Management Free Management LibraryAll organizations have people — they have human resources. Regardless of the size of an organization or the extent of its resources, the organization survives …
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 on Employee Manuals (Employee Handbooks) …
Nonprofit Hiring ToolkitHiring decisions are challenging, and engaging in a thorough process requires time and energy. In addition, every hiring decision contains an element of risk and …
Sample Employment ApplicationThe employment application is a legal document and becomes a part of a person’s permanent file once he or she is hired. You can download …
Classifying Employees CorrectlyMisclassifying an employee can have very serious consequences for a nonprofit.  This article from the National Council of Nonprofits clearly lays out the differences and offers …
Fair Pay for Northern California Nonprofits: the 2018 Compensation and Benefits Survey ReportCreating a new position? Need to see if you Executive Director’s salary is competitive? Wondering if your development staff are being properly compensated?  Here is …
Employee Evaluation FormsThere’s no reason to re-invent the wheel when it comes to employee evaluation forms. Check out these resources for free templates, sample forms and best-practice tips to …
Racial Equity ToolsRacial Equity Tools is designed to support individuals and groups working to achieve racial equity. This site offers tools, research, tips, curricula and ideas for people …
Accounting Procedures Manual TemplateIs preparing an accounting procedures manual on your to-do list? Deborah Connors of the California Association of Nonprofits, along with Meredeth Clark (also from CAN) …
Internal Controls“Controls” is what accountants and others call policies and procedures that are designed to prevent fraud and assure accurate reporting on the affairs–mostly the financial …
Nonprofit Fiscal Policies and Procedures: A Template and GuideWriting or updating an organization’s fiscal policies and procedures is usually not on the top of most people’s list of favorite things to do. Luckily, …
Treasurers of All-Volunteer Organizations: Eight Key ResponsibilitiesFrom North Carolina CPA Dennis Walsh’s article on Blue Avocado: More than half of the nonprofits in the United States are estimated to be all-volunteer …
Basics of Nonprofit Financial ManagementBasic background on financial management of nonprofit organizations from the National Council of Nonprofits.   Follow this link to a wealth of information on the …
Nonprofit Finance FundThe Nonprofit Finance Fund is a community development financial institution that offers loans,  financing, consulting and education.
Resources for Nonprofit Financial ManagementThe Wallace Foundation‘s mission is to foster improvements in learning and enrichment for disadvantaged children and the vitality of the arts for everyone. This link …
Finding Your Funding ModelNonprofit leaders spend an enormous amount of time on fundraising, but many typically have little idea how to secure the money they will need over …
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. Their web site guides you …
Tracking Volunteer Time to Boost Your Bottom LineFrom Dennis Walsh’s article on Blue Avocado: Tracking volunteer time: sounds like another chore? Actually it can help you meet match requirements, improve your financial …
An Executive Director’s Guide to Financial LeadershipThis Nonprofit Quarterly Reprint offers a summary of the eight key business principles that should guide an executive director’s financial leadership practice. Download the pdf.
Audit Guide for Charitable NonprofitsAre you prepared for your financial audit? The National Council on Nonprofits recently published the Nonprofit Audit Guide to take you through an audit! This free, online …
Tools, Templates, Videos and Articles on All Aspects of Nonprofit FinancePropel’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.
Unemployment Services TrustThe Unemployment Services Trust (UST) is an alternative to paying state unemployment taxes for nonprofits  with 10 or more FTEs, as allowed by Federal law. …
Cash Flow Projection TemplateHow much cash do we have? How much will we have next month? Next year? The Nonprofits Assistance Fund developed this excellent tool to help …
Operating Reserve Policy Toolkit for Nonprofit OrganizationsThis Toolkit, sponsored by the National Center for Charitable Statistics, Center on Nonprofits and Philanthropy at the Urban Institute, and United Way Worldwide, was created …
True Program Costs: Program Budget and Allocation Template and ResourceThe Nonprofits Assistance Fund has developed a how-to resource to guide nonprofits through the steps of calculating and understanding the full cost of programs. The …
The 990: Cracking the CodeThe Chronicle of Philanthropy has released a series of articles to help readers better understand the 990, how it’s used, and why it must be submitted. Highlights …
Best Practices for Nonprofit Financial HealthThis is a three-part beginner-level series of nonprofit finance best practices. The Nonprofit Finance Fund developed these in response to the most common questions they receive. …
Leap of ReasonLeap of Reason, a collaboration between Venture Philanthropy Partners and its longtime strategic partner McKinsey & Company, presents a compelling case that we must rise …
PerformWellPerformWell is a collaborative effort initiated by Urban Institute, Child Trends, and Social Solutions. PerformWell provides measurement tools and practical knowledge that human services professionals can …
Charting ImpactCharting Impact is a free web based tool developed to help your organization to be more effective.  It encourages strategic thinking about how your nonprofit …
The Logic ModelThe Logic Model is a versatile tool for planning and evaluating your programs. Here are some resources you can use to develop your own Logic …
Outcomes Indicator ProjectThe Outcome Indicators Project provides a framework for tracking nonprofit performance. It suggests candidate outcomes and outcome indicators to assist nonprofit organizations that seek to develop new …
Self Assessment and Evaluation of Outcomes for Your NonprofitHow do you know if your nonprofit is making a difference? The National Council of Nonprofits (Council of Nonprofits) has a collection of resources for self …
Working Hard and Working WellWorking Hard—and Working Well gives away David Hunter’s secret recipe for his renowned tough-love workshops that have sparked transformation for many of the country’s top nonprofit …
Demonstrating ValueDemonstrating Value offers simple management solutions that enable you to use information and data more effectively to run your organization, plan for the future and show …
Impact RisingImpactrising.org offers tools, informative articles and interactive opportunities aimed at supporting high quality consulting and empowering nonprofits as wise consumers. Includes the Bill of Rights and Responsibilities …
City of Sacramento Open Data PortalThe City of Sacramento has established an open portal website with access to more than 40 different data sets, including census data, city service requests, budgets, building …
The Data PlaybookThe Data Playbook is a new tool to help your nonprofit collect, analyze, and communicate the results of data. In the Data Playbook, you will learn about …
Nonprofit OverheadWhat is Overhead? View this Revisioning Nonprofit Overhead Primer video and these definitions from the IRS and FASB. A Board Member’s Guide to Nonprofit Overhead …
VolunteerMatch Learning CenterFree training for volunteer coordinators The VolunteerMatch Learning Center offers dozens of free webinars on the practices of volunteer engagement, such as recruitment, screening, orientation …
Nonprofit Risk Management CenterHelping nonprofits cope with uncertainty The Nonprofit Risk Management Center provides clear, concise and credible information on risk management and insurance. Their services include: affordable, …
The Nonprofit Business PlanResources, links and tips This Foundation Center Grantspace Business Plans page offers information and links to a variety of resources. LaPiana Associates offer these free …
Compliance for California NonprofitsReporting requirements for California nonprofit organizations The Compliance for California Nonprofits website outlines all of the reporting requirements for California nonprofit organizations with links and …
California Attorney General’s Guide for CharitiesThe California Attorney General’s Guide for Charities is an invaluable resource to help charitable organizations, – including charities, charitable trusts and other nonprofits – understand …
Human Resources and Talent ManagementInformation on all aspects of human resources and talent management from the Free Management Library There’s a misconception that there is a big difference in …
Nonprofit Financial ManagementFinancial Fundamentals for Nonprofits StrongNonprofits.org is an interactive site with in-depth information and guides on budgeting, financial analysis, monitoring, and the role of boards in …
Evaluating the difference your nonprofit is makingThe National Council of Nonprofits encourages nonprofits to embrace a culture that supports evaluating the difference your nonprofit is making. This requires first identifying “what …
Basic Guide to Program EvaluationAdapted from Carter McNamara’s Field Guide to Nonprofit Program Design, Marketing and Evaluation, this is an excellent introduction to evaluation.

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Impact Foundry mission is to expand the capacity of nonprofits. As a result, we offer a diverse lineup of nonprofit workshops. Our workshops are designed to give you the tools, skills, and connections you need to succeed. In addition, please contact us if you don’t see a workshop you’re looking for.

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