Downloadable Resources

Use the following links to download the listed file.

Templates:

Gift Card Sign-In Sheet (PDF)
ROI Example (Word)
Boilerplate Proposal Template (Word)
Proposal Meeting Agenda Template (Word)
Proposal Production Plan Template (Excel)
Proposal Timeline Tool (Excel)
Grievance Policy Template (Word)
Sample Org Chart (PPT)
Sign In Sheets (Word)

Webinar Slide Decks:

04.10 CA Nonprofit Tax Reqs.
04.17 Budgets with Bradley
04.24 How to Build an Org Budget
05.01 Charity One Insurance
05.15 Managing Mental Health in the Workplace
05.22 Introduction to Meditation
05.29 TrustLayer
06.05 Budget Basics
06.12 Embracing DEI
06.19 Audit Presentation
06.26 HIPAA & OSHA
07.10 Fiscal Sponsorships for Nonprofits
07.17 Disability Accommodations
07.31 Apricot Training
08.07.24 Back to Basics
08.14.24 Budget Basics
08.28.24 Finding Grants
09.04.24 November General Voter Registration
09.11.24 Social Media for Nonprofits
09.18.24 Budget Modification
09.25.24 Data and the Importance of Outcomes
10.02.24 Empowering Communication Strategies On Handling Grievances Effectively
10.09.24 Get Out The Vote Part 2
10.16.24 Guardians of the Network Protecting Your Organization
10.23.24 Human Resources 101
10.30.24 Effective Volunteer Recruitment and Retention Strategies
11.06.24 Giving Tuesday
11.13.24 Leveraging Community as a Nonprofit: Grantee Networking

Other Technical Assistance Resources:

10 Step Annual Budget Checklist (PDF)
Overview of Fiscal Transactions (PDF)
Managing Burnout, Compassion Fatigue, and Stress (PPT)
Preventing Burnout (PPT)
Mental Health in the Workplace (PPT)
Emergency Action Plan (PDF)
Employee Benefits (PDF)
Employee Handbook Checklist (PDF)
Employer Checklist for Creating Mentally Healthy Workplaces (PDF)
HIPAA Compliance Checklist (PDF)
HIPAA for Nonprofits (PDF)
Hiring Family Members What You Need to Know (PDF)
Networking Tips for Nonprofits (PDF)
New Hire Onboarding Checklist (PDF)
Nonprofit Compliance 101 (PDF)
Nonprofit Audit Prep Checklist (PDF)
Questions to Ask a Potential Fiscal Sponsor (PDF)
The Power of Networking (PDF)
What Do Audits Mean in Finance & Accounting (PDF)
TA Email Signature Gmail (PDF)
Zip Drives 101’s (PDF)
(Incomplete) List of Attachments (PDF)
Financial Tips (PDF)
Getting Ready for the Audit Checklist (PDF)
Find Your First Grant Fillable Worksheet (PDF)
HR Toolkit for Small & Med Nonprofits (PDF)
The Ultimate Pre-Employment Screening Checklist (PDF)
Understanding HIPAA Compliance (PDF)
Understanding Password Security (PDF)
Understanding Performance Improvement (PDF)
What and Why About Technical Assistance (PDF)