Non-Profit Resources
Free fillable forms, frameworks, and reference docs Jerry has built and used in his own board service and through years of supporting non-profits in the Shenandoah Valley. Take what's useful. Ask for help when you need it.
Why this is here. I've served on a non-profit board for years, including a term as board president through the pandemic. The templates and guides below are the ones I wished someone had handed me when I started. They're free, and they're written to be useful immediately — not theoretical frameworks, but the documents that actually get used in board meetings. If you want help adapting them to your organization, or facilitating the conversation where they get adopted, that's the work I do.
Three ways to engage — each at a different level of effort and commitment.
Frameworks, reference guides, and "what good looks like" walkthroughs. No email, no signup. Open and read.
Fill out a form on the page. When you're done, give us an email address and we'll send you the blank generic version as a PDF you can use in your organization — plus you can print your completed version for your records.
Strategic planning facilitation, board training, governance review, or full-stack IT for your non-profit. Hourly or by project. See IT services →
Eight categories — we're filling them in as we go. Have something you need that you don't see? Tell us and we'll move it up the list.
Board roles, committee charters, conflict-of-interest policy, whistleblower policy, document retention, 990 and state filings checklist.
Mission, vision, values, strategic plan frameworks, theory of change, logic models, and the project proposal form that ties it all back to mission.
Budget templates, internal controls checklist, reserve policy, audit-prep checklist, in-kind contribution tracking.
Donor cultivation cycle, grant proposal frameworks, event planning checklists, donor database basics.
Program evaluation framework, outcomes measurement, beneficiary feedback systems, reporting frameworks for funders.
Volunteer handbook, staff-vs-contractor decision tree, onboarding checklists, expense / travel / purchasing policies.
D&O and liability insurance checklist, incident response, crisis communications, business-continuity basics.
Acceptable use policy, donor-data security, backup and disaster recovery, cloud-vs-on-premise decision guides. SKTS's home turf.
The templates are a starting point. When your board is ready to formally adopt something, or you'd like an experienced facilitator in the room during a difficult conversation, that's where I can add the most value.
