Cpacity Building 

Capacity Building Resources and Tools

The Impact Foundry has resources to help you increase your capacity. We offer workshops, tools and resources to support your nonprofit.  Our resources  cover everything from financial management to volunteer management and much more.

Capacity Building Resources and Tools

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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Ten Clues Your Project is in TroubleTen Clues Your Project is in Trouble Payson Hall Catalysis Group, Inc. [email protected] Introduction If business projects are part of your life, you know that …
Data Privacy and Protection Laws: Wading into the Alphabet SoupBy Corinne Gartner and Kaitlyn Saberin If you follow the news at all, you’ll be aware that data privacy and protection are hot topics. The …
Reading 990’sGuideStar’s Highlight of IRS 990 Form helps nonprofit professional to understand each component of the 990. The guide includes useful hints for finding information and …
Communication During a Crisis: A Cautionary TaleOnce upon a time about twenty years ago, our then-current Internet Service Provider (ISP) was purchased.  All servers & web domains were transferred from the …
The 2019 Grantseeking ReportThis document, The 2019 State of Grantseeking™ Report, is the result of the 17th informal survey of organizations conducted by GrantStation to help illustrate the …
The Cheeseburger Talk: Non-Profit EditionOne of the most important meetings in the life of a project should happen at the project’s inception.  I call it the “Cheeseburger Talk”.  This …
A Consumers Guide to Low-Cost Donor Management SystemsDonors are the lifeblood of nonprofit organizations. You need them to survive. But how do you manage all the details about their giving along with …
U.S. Foundation Funding for Nonprofit and Philanthropic Infrastructure
Saving Philanthropy: Resources to ResultsSAVING PHILANTHROPY: RESOURCES TO RESULTS™ profiles diverse social service organizations that have gained national attention for the measurable outcomes they achieve, and highlights the roles that …
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 is a tax-free gift (charitable contribution) or …
Board ToolkitWe understand that board services is one of the most challenging aspects of managing a nonprofit, both from the board perspective and for staff. For …
Do Board members need to take a Harassment Prevention Class?
Nonprofit Research CollaborativeFundraising is always a challenge and the Nonprofit Research Collaborative aims to help nonprofits meet that challenge with data.   The Collaborative’s five members include: The …
Nonprofit ExplorerNonprofit Explorer offers a financial snapshot of local and national nonprofit organizations and foundations, including revenue & expenses and executive salaries.  Using this data you …
Fundraising Effectiveness Project
100 More Online Tools for NonprofitsYou’ll find a variety of tech tools in this 2-part round-up: something to fit every nonprofit’s budget and a wide range of your practical day-to-day …
A Few (More) Good Online Donation ToolsThe GuideStar donation button is a simple, inexpensive place to start with online donations.  But if your organization is ready for a more sophisticated approach, …
10 Free Tools To Make InfographicsMakeUseOf offers a list of tools and tips for creating infographics,  a great way to share information with visuals.
A Few Good Tools for Ticketed EventsTicketing tools let you sell tickets, assign seating, and in many cases, track attendance at your organization’s events. What should you look for in a good …
BatchGeoA free service that lets you create maps real fast!  Cut and paste your data into batchgeo and you have a beautiful map to print, email or …
WuffoWufoo is an Internet application that helps anybody build amazing online forms. When you design a form with Wufoo, it automatically builds the database, backend and …
IdealwareIdealware offers reviews and reports on software specifically for nonprofts.   Provides thoroughly researched, impartial and accessible resources about software to help nonprofits make smart software decisions.  …
TechsoupTechSoup offers discounted software, hardware, services, and training to nonprofits. Find the software you need for a small administrative fee – includes Microsoft, Adobe, and …
Social Impact AppThis “map app” finds social enterprises that are nearby, in other cities, or online. It provides information about their products, their social impact and their …
NTENNTEN  supports nonprofit technology professionals (and accidental techies) with training and resources including an annual tech conference.  Our members share the common goal of helping …
Donation GhandiDonation Gandhi was created by several volunteers during Hack for Change Nashville, June 1-2, 2013. Their free, detailed tutorial pages should take you from nothing to …
TechSoup’s Audio and Video Conferencing ToolkitAudio and video conferencing software and hardware lets you hold virtual trainings, meet with out-of-office staff or volunteers, or contact a donor to thank them …
AspirationAspiration helps nonprofits and foundations use software tools more effectively and sustainably. They serve as ally, coach, strategist, mentor and facilitator to those trying to make …
Investing in Computers? 7 Questions to ConsiderBuying a computer is a big investment, so you want to get it right. This TechSoup guide will help you understand what to look for …
Free Music ArchiveIf you’re creating a video, a podcast, or any other project that might benefit from adding some sweet tunes, the Free Music Archive offers more than 80,000 …
The Landscape of Salesforce for Nonprofits: A Report on the Current Marketplace for Apps (2015 Update)Salesforce CRM has the potential to be a powerful tool for nonprofits. But is it right for your organization? How can you transform it into the …
Moving Your IT Infrastructure Into the CloudThis free report from Idealware looks at Cloud-based solutions for online backup and file storage, and Cloud-based office and productivity suites. 10 consultants and nonprofit …
A Consumers Guide to Low-Cost Donor Management SystemsIdealware’s 2017 edition of A Consumers Guide to Low-Cost Donor Management Systems is targeted at small-to-medium-sized nonprofits. It  looks widely at 32 systems that cost …
Softwareadvice.orgSoftware Advice helps nonprofits choose the right nonprofit management software so they can plan fundraising events and centralize donor contact data. They offer a free Buyer’s …
Nonprofit Technology Policy WorkbookMore than half of the organizations surveyed in a 2016 report said that they had experienced a data breach caused by an employee. Most of those …
Innovating Program Delivery: A Nonprofit WorkbookInnovating Program Delivery: A Nonprofit Workbook from Idealware will help you identify your organization’s needs and match them to the technology that can help you …
How Can Your Nonprofit Use Texting for Program Delivery? A WorkbookCreated as a companion piece to their free report, Text Messaging for Nonprofit Program Delivery, this series of worksheets will help you: Identify a particular problem or issue …
Vehicle Donation ProgramsHere are two IRS booklets for organizations considering a vehicle donation program. A Charity’s Guide to Vehicle Donations Publication 4302 A Donor’s Guide to Vehicle Donations Publication …
Ethical FundraisingIn the for-profit world, people are hired on commission all the time.  In other words, they are paid a percentage of what they bring in.  …
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 …
What’s the Best Way to Raise Money?If you are new to fundraising or just want to check your organization’s fundraising strategy this article from Blue Avacado offers some excellent guidance. Just …
Capital CampaignsCapital campaigns are generally considered to be fundraising efforts for major capital purposes, usually to the tune of millions of dollars and, on occasion, a …
Donor StewardshipThe article Donor Relations and Stewardship Defined, from the Association of Donor Relations Professionals, outlines the four elements of donor relations: gift acceptance and management, acknowledgement, donor recognition, and …
Choose the Right Donor Management SoftwareChoosing the right donor management software for your organization doesn’t have to be complicated. TechSoup has put together a handy chart so you can compare and contrast …
How to Empower Your Nonprofit Fundraising Strategies with the Wonderful World of DataI get these kinds of question all the time: “How much money should I be raising from individual donors?” or “Do you think I can …
Fundraising BasicsGrassroots Institute for Fundraising (GIFT), is a fantastic source of fundraising support for grassroots organizations.  GIFT provides training, resources, and analysis. Showcase of Fundraising Innovation & …
Stories Worth TellingStories Worth Telling: A Guide to Strategic and Sustainable Nonprofit Storytelling—a comprehensive set of research and best practices designed to build storytelling capacity among small …
Measuring Fundraising EffectivenessThis free toolkit created by BoardSource, the Association of Fundraising Professionals, GuideStar, and the BBB Wise Giving Alliance offers a formula to help a nonprofit discern whether …
Online Giving TrendsFollow important developments in online fundraising with The Chronicle of Philanthropy’s data dashboard
Giving CompassA new website wants to be the Amazon, the Yelp, the go-to destination for the world of philanthropy. The Giving Compass is hoping to empower donors to …
Model Document Retention PolicyRead this example from Blue Avocado here.
Gift Acceptance Policies
Third Party Fundraising AgreementSpecial Event Agreement Ronald McDonald House Charities Third-Party Fundraising Information Form American Red Cross Third Party Fundraiser Proposal and Contract Alzheimer’s Association
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.
Nonprofit Risk Management CenterThe Nonprofit Risk Management Center provides clear, concise and credible information on risk management and insurance. Their services include: affordable, easy-to-read publications. (Some are free!) easy-to-use online …
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. …
Grant Proposal Bootcamp
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 …
Human Needs IndexThe Salvation Army and Indiana University’s Lilly Family School of Philanthropy have released a new tool that provides regional and national information on basic human …
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 …
Smart Chart 3.0: A Free Tool for Communications PlanningThe interactive Smart Chart 3.0 is an online tool that can help you make and assess strategic decisions if you are: Just starting the communications planning process …
Seeing is Believing: Resource Media’s free best practices guide on visual storytellingSeeing is Believing, Resource Media’s new best practices guide on visual storytelling, gives you the latest research and tools to address this communications blind spot. …
frank: Support for Public Interest Communicationsfrank is a community of movement builders and changemakers who use strategic communications to drive positive social, institutional and behavioral change. At their gathering and on their …
AndACTIONFor nonprofits working on important issues, tv and movies stories are golden opportunities to engage their audiences and drive real action for change. AndACTION, a brand …
The Nonprofit Social Media Decision GuideThe Nonprofit Social Media Decision Guide aims to help organizations like yours determine what results and benefits you can reasonably expect from social media, and to guide …
5 Top Online Survey Tools for NonprofitsSocialbrite staff member Jessica Haswell took a look at the five of the best survey tools on the market that can help nonprofits and other organizations get …
Digital S.M.A.R.T.S.: A Guide for NonprofitsWhether you’re building from the ground up or just searching for tips on taking your digital outreach to the next level, this collection of handouts …
The Charity Social Media ToolkitSocial media is evolving by the week and for charities it can be hard to keep up with the dazzling new platforms while remaining effective. …
5 Free Tools to Help Create Visual Content for Social MediaIf you don’t have visual content on social media, you’re going to get ignored. These free toolsmake it easy for anyone to make an image that’s …
Free or Low Cost Image SitesNeed free images? Here’s a list of good resources
Tools, Tips and Inspiration for StorytellersIf your organization uses stories to drive social change, Hatch for Good is a website worth bookmarking. Built by Hattaway Communications with support from the Rockefeller Foundation, …
Marketing Info from the Free Management LibraryThe All About Marketing section of the Free Management Library has guidelines for developing, marketing and evaluating nonprofit programs. Visit the library to browse their collection …
The Goodman Center: Helping good causes reach more people with more impactFounded to help nonprofits recruit, propose, persuade, and present more effectively.  Offers free-range thinking™ a free monthly newsletter of communications best practices and resources. Visit …
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 …
Social EnterpriseApplying market-based strategies to social problems “A social enterprise is an organization or venture that achieves its primary social or environmental mission using business methods. …
DonorsRaising money from individuals According to Giving USA statistics, donations from individuals, ordinary people like you and me, provide 85% of the private (non-government) funding …
GrantmakersWho They Are and How to Find Them Clubs & Organizations  Professional societies, trade associations, labor unions, cultural and religious organizations, and other groups of …
What’s the Best Way to Raise Money?Guidance from an expert If you are new to fundraising or just want to check your organization’s fundraising strategy this article from Blue Avocado offers …
Sample Dashboard Indicators for Your BoardDashboards can be valuable tools for the executive director and the board when making critical decisions. This sample from CompassPoint will give a framework as you …
The Board of an All Volunteer OrganizationMany people work in groups in which nobody is paid, everyone is part-time, and everyone can leave any time they want. This includes civic clubs, …
Creating and Maintaining Your BylawsAnnotated Form of Bylaws for a California Nonprofit Public Benefit Corporation [2016] from Public Counsel Here’s an excellent article on what should be in your bylaws. How …
Advisory BoardsAdvisory boards or committees are made up of volunteers and are formed to give advice and recommendations to a nonprofit’s governing board or management staff. …
Conflict of InterestNonprofit Conflict of Interest: A 3-Dimensional View an article by Jan Masaoka offers a nuanced view of conflict of interest issues and includes a sample conflict …
Term Limits for Nonprofit BoardsThe debate on term limits has been waging for decades, if not centuries.  So, there is no “settled” answer to this question.  But my own …
Board Portals and Other Ways to CollaborateSoftware can bridge the distance and unite dispersed collaborators by making it easy to present, review, and comment on information. Some tools are designed for …
Can Nonprofits Pay Board Members?Even though compensating board members is standard in the business world, only a small percentage of nonprofits compensate board members. Those nonprofits that do pay …
Top 10 Ways to Get Investigated by a State RegulatorNonprofit board members need to understand the regulatory environment in which their organizations operate. State attorneys general have the power to bring a nonprofit to …
Taking Action on Board DiversityLeading with Intent: 2017 National Index of Nonprofit Board Practices published by BoardSource reveals some troubling information about the diversity of today’s nonprofit boards. We’re making …
The Board and FundraisingIn her article Getting to 100% Board Giving, author Jan Masaoka offers five great ideas to get you there.    
Board Member ContractsCall it a contract or an agreement, it’s an excellent idea to have a written statement outlining your board members’ responsibilities and legal duties.  Here …
Board Staff Interactions: What’s Acceptable, What’s Not?This compilation of FAQs from BoardSource helps explain the ins and outs of the board–staff partnership.  
Board Meetings: Agendas, Minutes, and Other ConsiderationsOne of the most effective ways to accomplish productive meetings — and strong governance — is to carefully design an agenda and then closely facilitate …
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.
Finding and Using Images for Your NonprofitLearn how to find photos online and know when you can legally use them for your own purposes There are plenty of images online that …
Stories Worth TellingTools, Tips, and Inspiration for Nonprofit Storytellers Stories Worth Telling: A Guide to Strategic and Sustainable Nonprofit Storytelling is a comprehensive resource aimed specifically at small …
Free resources to help you communicate more effectivelyCause Communications From “how-to” videos to quizzes and guides, these resources cover messaging, branding, strategy/tactics and marketing for both small and large nonprofits to help …
Resources to Help Build a Better BoardComprehensive resources for both those new to boards and those wanting to improve their boards All About Boards offers tools, advice and counsel on all …
The Board and the Executive DirectorEvaluating, preparing for transition, setting compensation, understanding board vs ED roles EVALUATING THE EXECUTIVE DIRECTOR  “Evaluating the Executive Director,” Blue Avocado; “Executive Director Evaluation Survey …
Evaluating the BoardTools for self assessment Board self-assessment aims to help a board do its job better by improving members’ understanding of their roles and responsibilities.  Using …
Recruiting Board MembersGuidelines, tips and tools BoardSource’s Board Recruitment Center has a Recruit Board Members section for nonprofit staff and board members where you can find some …
Board Job DescriptionsFree Management Library: Sample Job Descriptions for Board Chair, Vice Chair, Committee Chair, Board Member, Secretary, Treasurer Bridgestar: Board Job Descriptions:  Board Chair, Board Member
Board Roles and ResponsibilitiesBoard Roles and Duties  A succinct discussion of a boards roles and duties from the Nonprofit Law Blog. Are you wondering where the line is …
Fast Facts About BoardsQuick answers to your basic questions about boards Unlike private businesses, nonprofit organizations are not “owned” by anyone. Instead they are “owned” by the community: …
California Local LobbyingCalifornia City, County and Special District Local Lobby Ordinances In addition to complying with federal tax law and California state law regarding lobbying activities, organizations …
Board Member Contracts or AgreementsCall it a contract or an agreement, it’s an excellent idea to have a written statement outlining your board members’ responsibilities and legal duties.  Here …
Board Job Description SamplesFree Management Library: Sample Job Descriptions for Board Chair, Vice Chair, Committee Chair, Board Member, Secretary, Treasurer Bridgestar: Board Job Descriptions:  Board Chair, Vice Chair, Secretary, Treasurer
GrantAdvisorA review site for foundations (like TripAdvisor) GrantAdvisor is a web service that facilitates open dialogue between nonprofits and grantmakers by collecting authentic, real-time reviews …
Cause MarketingPartnerships between nonprofits and for profits for mutal profit Selfish Giving has hundreds of posts on cause marketing, fundraising with businesses, nonprofit branding, mobile technology, …
Quick Tips For Locating Federal Grant OpportunitiesFoundation Center Blog | Cheryl Kester | January 9, 2017 One of the questions we get asked most often is how to find federal funding …

Upcoming Workshops

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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