5 templates · one download

Nonprofit Board Kit

Templates built for nonprofit boards under $5M budget.

Nonprofit Board Kit cover image with stacked previews of board agenda, annual report, grant proposal, fundraising plan, and COI policy templates

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5 templates in one zip (177 KB). We'll never share your email.

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What's in the kit

  • Nonprofit board meeting agenda template with consent agenda support
  • Annual report template designed for board, donor, and grantor audiences
  • Grant proposal template with logic model and budget tables
  • Fundraising plan template covering individual, grant, and event giving
  • IRS-aligned conflict of interest policy for the 990 schedule

Templates included

Each template also has its own page with usage guidance, FAQs, and individual download.

Preview of nonprofit board meeting agenda template showing consent agenda, ED report, finance, committee updates, strategic discussion, and executive session blocksNonprofit

Nonprofit Board Meeting Agenda Template

A nonprofit board meeting agenda template built around the actual cadence of nonprofit governance — ED report, finance review, committee updates, strategic discussion — with a consent agenda that gets routine items out of the way in one vote.

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Preview of nonprofit annual report template showing mission, impact metrics, financial summary, donor recognition, and looking-ahead sectionsNonprofit

Nonprofit Annual Report Template

A nonprofit annual report template that satisfies three audiences at once — board members who care about governance, donors who care about impact, and grantors who care about financial stewardship — in a 6-to-12-page document that doesn't take three months to write.

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Preview of grant proposal template showing executive summary, statement of need, program design, logic model, budget, and evaluation plan sectionsNonprofit

Grant Proposal Template

A grant proposal template that walks a nonprofit through every section funders expect — executive summary, statement of need, program design, logic model, budget narrative, and evaluation plan — so the writing time goes to the actual program, not to figuring out the structure.

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Preview of fundraising plan template showing revenue mix, channel-by-channel targets, quarterly milestones, and donor pipelineNonprofit

Fundraising Plan Template

A nonprofit fundraising plan template that breaks the year into addressable revenue lines — individual giving, major gifts, grants, events, and earned revenue — with quarterly targets and ownership so the plan survives contact with reality.

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Preview of conflict of interest policy template showing policy statement, disclosure requirements, recusal process, annual review, and disclosure formBoard

Conflict of Interest Policy Template

A conflict of interest policy template aligned to IRS Form 990 expectations — annual director disclosure, recusal process, and the documentation trail your auditor will ask for. Works for both nonprofit and small-corporate boards.

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When the kit isn't enough

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