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This spreadsheet tool turns a few numbers from your accounting software into a clearer 90-day cash view. Use it to see what needs attention and choose next steps.

Rows of numbers from your accounting software are useful, but they do not always tell you what to do next. You still have to spot the cash pinch, explain the pattern, and decide whether the next 90 days call for steady spending, a pause, or a closer watch.

The 90 Day Rolling Budget Spreadsheet is a simple spreadsheet tool that turns a few easy-to-find numbers into an actionable 90-day view. Add the numbers, and the sheet gives you the whole picture, from last quarter’s patterns to next quarter’s revenue, expenses, burn rate, monthly ending cash, and best, moderate, and caution cases. Three decision checkpoint questions help you turn that view into next steps. You get both a blank template you can use right away and a sample version so you can see how it works before you fill in your own numbers.

A quick orientation to board basics to get your board on solid footing, fast. 

Board roles get blurry fast when calendars are full and decisions keep coming.Executive Directors get pulled into governance debates, board members slip into staff decisions, and staff are left guessing whose call it is. Meetings stall in the weeds, follow-up is uneven, and accountability feels personal instead of structural—not because people aren’t capable, but because there’s no shared, plain-language reference for who owns what.

This document is a concise board basics cheat sheet with four parts: a clear overview of governance, a side-by-side breakdown of board versus staff roles, the Big Three fiduciary duties, and a short note on D&O insurance. It helps you reset expectations in the next board meeting, answer “is this board or staff?” in real time, and redirect conversations without friction, so decisions land where they should and work moves forward.

Six practical tools to help you clarify roles, structure board meetings and guide decisions so your board works effectively.

Board work gets messy when roles are unclear and meetings have no structure. Board members step into staff work, agendas stretch without decisions, and key votes get rushed at the end. You leave meetings with loose ends instead of clear direction, and too much time goes into managing the board instead of leading the organization.

The Board Foundations Kit is a set of six tools: a Board Basics Cheat Sheet, Name That Board Guide, Board Meeting Best Practices framework, Board Meeting Agenda Template with sample, Run the Vote guide, and an editable Board Meeting Slide Deck. Together, they help you set roles, run focused meetings, and guide decisions so your next board meeting ends with assigned next steps and clear priorities.

A plug-and-play board meeting deck, ready when you are.

Board prep sneaks up fast. You have updates, data, and decisions to surface, but not the time to turn it into a clean, structured presentation. This tool is a ready-to-use slide deck built around a five-part board agenda, including welcome, executive director report, discussion topic, committee reports, and closing steps. Each section is pre-formatted so you can drop in your content, organize your thinking, and walk into the meeting with a clear flow that keeps the conversation focused and ends with real decisions and follow-through.

A simple system to plan, track and adjust your nonprofit budget in real time

Budgets rarely stay still for long. Funding shifts. Costs move. Program needs grow faster than the spreadsheet expected. As the leader, you’re expected to manage that uncertainty, make decisions without perfect information, and explain what’s changing without creating panic.

The Budgeting in Uncertain Times Kit gives nonprofit leaders a set of practical tools to help them stay steady when conditions change. Instead of reacting under pressure, you’ll have clear tools to help you understand what might shift, see what the next few months could look like, and explain changes calmly to your board and team.

No complicated financial models. Just practical tools designed to help you make thoughtful decisions when the numbers move.

What This Kit Helps You Do

With this kit, you will be able to:

• Spot potential financial shifts before they become emergencies
• Forecast what the next 90 days could look like
• Identify which expenses must hold and which could flex
• Communicate budget changes clearly to your board and staff

What’s Inside

Budgets That Bend
PDF Strategy Guide
A short guide that explains how flexible budgeting works in practice and how nonprofit leaders can respond when conditions shift. It introduces the key ideas behind the tools and helps you approach budget adjustments calmly and strategically.

Scenario Snapshot + If / Then Plan
Excel Tool
Identify potential financial shifts, assess how disruptive they might be, and decide ahead of time how you will respond.

Rolling 90-Day Budget
Excel Tool
A simple forecasting tool that shows how your cash position could change over the next 90 days across different scenarios.

Core vs Discretionary Decision Tool
Excel Tool
Clarify which major expenses must hold and which could flex if financial conditions change.

Budget Story Cheat Sheet
PDF Guide
A quick reference for explaining what changed, why it matters, and what you are doing next so your board and team stay informed.

Nonprofit financial reports can feel like they’re written in a different language, especially when you’re the one expected to explain them. You’re juggling board questions, staff updates, and real decisions, all while staring at rows of numbers that don’t easily tell a story. The Finance Report Guide cuts through that confusion by breaking down the three big financial reports into plain language you can actually use.

Inside, you’ll get a clear, practical walkthrough of what each report is really showing, how it connects to what you already understand in everyday life, and how to translate it for your board and team. No accounting degree required. Just a straightforward tool to help you read the numbers, explain what matters, and make smarter decisions with confidence.

You can stay busy all year and still not know if fundraising is on track. Reports come in pieces, numbers lag, and gaps show up late, leaving you scrambling. It becomes hard to tell if the issue is total money raised, one area falling short, or not having enough requests out to meet your goal.

This tool brings your goal, progress, and open requests into one view. The spreadsheet includes three sections: quarterly progress, priority areas, and projections that show what happens if only your strongest asks come through, if most expected gifts arrive, and if everything currently in motion closes. You can quickly see where you stand, and what needs attention. 

A simple weekly approach to help your team consistently raise more money without guesswork or last-minute scrambling. Raise more money consistently. Set priorities, track weekly actions, and review progress so fundraising keeps moving.

What’s Included:

• Start Here: Fundraising Flow Kit Guide (PDF)

A short, practical guide that shows you exactly how to implement the tools right away.

• Fundraising Roadmap: Plan & Priorities (SLIDE)

Define your revenue goals, focus areas, and ownership so your team is aligned on what matters most.

• Weekly Fundraising Action Tracker (SPREADSHEET)

Keep fundraising moving by tracking weekly tasks, owners, and follow-through in one place.

• Weekly Fundraising Meeting Agenda & Guide (DOC)

Run focused meetings that drive accountability and turn plans into real action.

• Fundraising Dashboard (SPREADSHEET)

See your progress toward goals at a glance so you can quickly spot gaps and stay on track.

A simple grants command center that keeps your pipeline, deadlines and reports clear, organized and moving. 

Keeping track of grants can quickly turn into a mess of documents, emails, and half-updated notes. The Grants Tracker tool brings everything into one clear, working system. See your funding at a glance with a simple thermometer view of your goal, progress, and shortfall. Track every proposal with deadlines, statuses, and key details so nothing slips. Stay ahead of reports and follow-ups without digging around. It’s your funding command center, a practical dashboard that keeps your grants organized, visible, and moving forward.

A spreadsheet tool for keeping one-on-ones, priorities, support needs, workload concerns, and follow-up in one place. Supervision gets messy when EDs and managers are trying to support staff while also handling board questions, program fires, funding deadlines, and their own overflowing task lists.

This tool includes three working parts: a Weekly Supervision Tracker, an automatically updating Supervision Snapshot, and a Follow-Up Planner. Use it to record check-ins, spot blocked work, prepare for staff conversations, and keep your own follow-up visible. The result is a clearer weekly rhythm, fewer dropped threads, and less supervision living in your head.