Templates for Nonprofits.

Owned-workbook tools for small and mid-sized nonprofits — built to run the operation from a file you keep, not a per-seat subscription. Start with grant tracking: the pipeline, application deadlines, awarded amounts, reporting due dates, and restricted-fund balances, all in one connected file.

Run your grants from one file you own

Small fundraising (development) teams run their grants out of memory, a shared inbox, and a calendar reminder someone set six months ago — until a report deadline slips or a restricted grant gets spent on the wrong line. The tools here keep the whole grant lifecycle in one place, so nothing falls through the cracks and the knowledge stays with the organization when staff move on.

New to keeping grants in a file? Start free with the free grant deadline tracker — no signup — then read what restricted fund accounting is and how restricted money differs from unrestricted.

Weighing your options? Compare a spreadsheet vs grant management software for the stage your team is at.

Asked for a policy you do not have? The Nonprofit Board & Volunteer Policy Template Pack is the sixteen governance and volunteer documents a small nonprofit is asked for and rarely has — conflict of interest, whistleblower, document retention, gift acceptance, board minutes, volunteer forms. Start free with the free board agenda and minutes templates, or read what a conflict of interest policy is and what a gift acceptance policy is. Not sure which policies you actually need? Start with what policies a small nonprofit needs, or weigh the build-or-hire question with policy templates vs hiring a nonprofit lawyer.

Run on volunteers? The Volunteer Skills & Scheduling Matrix tracks who's trained for each role and builds the roster so you see coverage gaps before the day — try the free volunteer roster or read what a volunteer skills matrix is.