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.

Running more than grants? The Nonprofit & Congregation Operations Kit gathers six shipped nonprofit and congregation files into one set and adds a connective workbook that computes what none of them can alone: months of runway on unrestricted cash only, and an indirect cost rate with its basis stated. Try the Nonprofit Operating-Reserve Check free first, or read what an operating reserve is and what an indirect cost rate is.

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.

Recommended tools

5 templates

Owned tools for the work small nonprofits run by hand — the operations kit that gathers six shipped files and adds a connective workbook computing months of runway and an indirect cost rate, a connected grant-tracking workbook for the whole grant lifecycle, the sixteen board and volunteer policy documents funders and insurers ask for, and a volunteer skills & scheduling matrix to track who's trained and build the roster. More nonprofit tools are on the way.

Where we fit

Compare the setup effort, collaboration, and automation you need. Ardent Workshop sells ready-made templates; a custom spreadsheet or software platform may fit better depending on the job.

  1. Blank spreadsheet

    Build the structure around your own process, with time set aside for formulas, layout, and maintenance.

    • Flexible structure
    • You build it
    • Software costs vary
  2. You are here

    Ardent Workshop

    Owned, structured, connected workbooks — a one-time price, yours to keep.

    • One-time price
    • Structured & connected
    • Yours to own

  3. Software platform

    Consider a platform when you need shared workflows, automation, or integrations. Check the specific plan, permissions, and export options.

    • Features vary
    • Check total cost
    • Check data portability

Reading list

The record-keeping and reporting work behind the tools — what a funder, an auditor and your board each need from the same set of records.