Non-Profit Resources

Thanks for the work you do for your community.

Whether you work at a non-profit, sit on the board or a committee, or volunteer your time, this is a place to learn how things work and pick up some resources along the way.

After 25 years helping the underserved community here in Winchester and across the Shenandoah Valley, I've started turning the topics that gave me the most trouble — back when I was learning my way around — into something other people might find useful. Two are open right now: the Project Proposal Form and the Board Structure Guide. The rest are on the way.

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Governance

board roles, policies, IRS Form 990

Open →
🎯

Strategic

planning, theory of change, proposals

Open →
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Financial

budgets, controls, audit prep

Coming soon
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Fundraising

donor cultivation, grants, events

Coming soon
🌟

Programs & Impact

evaluation, outcomes, funder reports

Coming soon
⚙️

Operations

handbook, onboarding, expense policies

Coming soon
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Risk & Insurance

board liability, incident response, continuity

Coming soon
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Tech & IT

donor-data security, backup, cloud

Coming soon

Common questions

I'm thinking about starting a non-profit. Where do I begin?

Validate the mission before you incorporate. A few things to do first:

  • Talk to people running similar organizations in your area
  • Look for existing non-profits already doing the work you have in mind — sometimes joining or supporting an existing one is a better path than founding your own
  • Test whether the people you want to serve actually want what you're planning to offer
The legal paperwork to set up a 501(c)(3) is the easiest part. The harder part is the multi-year commitment to fundraising, governance, and accountability that comes after.

I've been asked to join a non-profit board or committee. What should I know first?

Ask what kind of board it is — that determines your legal authority and what's expected of you:

  • Governing board — carries fiduciary responsibility, signs the Form 990
  • Advisory board — no governance authority, just input
  • Working board — does operational work because the organization can't yet afford staff

Then ask about time commitment, give-or-get expectations (some boards require members to donate or raise a specific amount each year), and what the existing board members actually do day to day. The Board Structure Guide walks through the differences.

Don't non-profits have to be broke?

No. The "non-profit" designation means the organization can't distribute profits to owners or shareholders — there are no owners in the for-profit sense. It does not mean an organization can't:

  • Have revenue
  • Pay competitive salaries
  • Maintain operating reserves
  • Operate sustainably for the long term

Healthy non-profits do all of those things, funded by a mix of donations, grants, member fees, fees-for-service, contracts, and earned income.

The constraint is on profit distribution, not on financial health.

How do I know if a non-profit is a good fit for me to support or join?

Look at five things before you commit:

  • Mission — is it something you actually care about, not just something that sounds good?
  • Financials — Form 990s are public on Candid (formerly GuideStar) and show exactly how money is spent
  • Leadership — who's on the board, how long have they served, what other organizations are they connected to?
  • Impact — what does the organization actually accomplish, not just what does it say it wants to accomplish?
  • People — talk to those who've worked with or volunteered with them
If you can't find people who can speak to the experience, that's information too.

Want to talk shop?

Honestly, these are the conversations I most enjoy. Whether you're just getting started or a few years in and feeling like things have gotten away from you, I'd love to hear what you're working on. Drop me a line and we'll find a time to talk — over lunch, on the phone, on Zoom or Teams, whatever works for you.

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