Leadership & Governance
Succession, board governance, fundraising, and financial templates for nonprofit leaders and boards.
Format
24 of 24 resources
Toolkit
3-Year Strategic Planning Toolkit
Facilitation guide, worksheets, plan format
$59
Toolkit
Board Governance Handbook & Onboarding
New board members effective in week one
$49
Template
Annual Report & Impact-Storytelling Template
Turn the year into a story worth funding
$39
Template
Board Meeting Agenda & Minutes Templates
Tighter meetings, clean records
$19
Template
Board Recruitment & Term-Limit Policy Pack
Pipeline + healthy rotation (3x3 model)
$29
Template
Board Skills & Composition Matrix
Map current board vs the skills strategy needs
$29
Template
Budget & Financial Dashboard Template
Board-friendly budget + one-page dashboard
$39
Template
Case for Support & Major-Gift Ask Templates
Make the ask compelling and land it
$39
Template
Core Governance Policy Pack
Conflict of interest, whistleblower, retention, and more
$44
Template
Development Director JD & Comp Benchmark
Hire the right fundraiser at the right number
$34
Template
ED Job Description + Hiring Scorecard
Define the role; score candidates objectively
$34
Template
ED Performance Evaluation Template
Fair, structured annual review
$29
Template
Emergency Succession Plan (One-Pager)
The if-the-ED-left-tomorrow plan
$29
Template
Fundraising Plan Template + Annual Calendar
Full development plan + 12-month calendar
$49
Template
Grant Proposal & LOI Templates
Structured templates funders expect
$34
Guide
Board Fundraising Guide
What boards can and cannot do in fundraising, and how to have the give-or-get conversation
Free
Guide
CEO and Board Chair Partnership Guide
The relationship that makes or breaks an org
$24
Guide
Donor Retention Playbook
Keep the donors you worked to win
$39
Guide
ED Job Description Guide
Write an ED job description that recruits the right people and repels the wrong ones
Free
Guide
Founder Transition Guide
The hardest, most emotional leadership change
$49
Guide
Succession Planning Checklist
A one-page succession checklist a board chair can complete in an afternoon
Free
Assessment
Leadership Transition Readiness Assessment
Score succession readiness across six dimensions
$99
AI Tool
Nonprofit Succession Plan Generator
Turn a leadership scenario into a working succession plan
$79
Bundle
Transition-Ready Pack
Everything to plan and execute a leadership transition
$150 · includes 4 items
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