This article provides a checklist to help nonprofit organizations secure access to unrestricted, liquid funds and leverage networks and advocacy to protect both their organizations and the communities they serve from politically motivated attacks by the federal government. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article offers a comprehensive guide to creating engaging and effective nonprofit email newsletters. It presents over 30 content ideas that organizations can use to inform, inspire, and connect with their audiences and maximize donor engagement.

This article offers a concise list of ideal attributes when searching for a new board chair or evaluating the current board chair of a nonprofit.

This article examines internship guidelines from the U.S. Department of Labor, and discusses the “primary beneficiary test,” which determines whether or not an intern is actually considered an employee under the FLSA.

This article outlines initial steps nonprofits can take to assess their risk of losing federal funding, as the Trump administration targets grants and contracts for termination. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article outlines the initial steps an organization should take upon learning that a federal grant or contract has been terminated by a federal agency. While specific rules may vary by grant, contract, and agency, this checklist provides a solid foundation for determining next steps and understanding your rights. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This guide provides an outline with visual examples for how to craft a compelling annual report that communicates the organization's mission, vision, and impact.

This article highlights strategies organizations can use to assess and mitigate the impact of the Trump administration’s executive order targeting diversity, equity, and inclusion (DEI) practices on their talent management programs. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article highlights key questions and reflection points to help organizations stay prepared and grounded amid the Trump administration’s threats to nonprofits. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This guidance, issued by a coalition of 16 attorneys general, clarifies that the federal government cannot prohibit diversity, equity, inclusion, and accessibility (DEIA) efforts in the private sector through an executive order. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This one-hour webinar highlights key topics from the California Attorney General’s Guide for Charities, offering best practices to help organizations remain compliant and transparent in their fundraising and operations.

This article outlines three options for nonprofits to verify their financials through a CPA: audits, reviews, and compilations. The article shares the steps required to complete each option and discusses how to determine the best financial service for your organization.

This federal guidance prepares employers for how to collect, use, and dispose of information acquired through background checks of their applicants and employees.

This article asserts that organizational sustainability is dependent upon board members' financial literacy and involvement in their organization's finances. Boards should move beyond a detached oversight role of reviewing financial statements, into a deeper understanding of the organization's business model and a hands-on approach to shaping the organization's financial strategy.

This article provides an overview of common board giving policies, highlighting the various ways board members are expected to contribute, whether through personal donations, supporting the organization's services, or fundraising on its behalf.

This collection includes practical tools, guides, and webinars to help nonprofit leaders financially prepare and strategize during times of immense uncertainty. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This Certified Nonprofit Accounting Professional (CNAP) Essentials program provides ongoing trainings for bookkeepers, staff accountants, and any professional charged with the financial management at nonprofits.

This article uses a question-and-answer format to provide guidance on the California Privacy Rights Act (CPRA) requirements for data retention.

This is a resource compilation of publications released by the California Office of Occupational Safety and Health Administration (OSHA), covering a wide range of topics.

This fillable affidavit form authorizes a caregiver to enroll a minor in school, as well as allow a minor to access school-related medical care and other medical treatment, in accordance with California laws and regulations. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This free webinar covers how to create cash flow projections, which tools to use for forecasting, who should be involved in monitoring cash flow, and strategies for managing cash once a potential issue has been identified. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This webinar session guides nonprofits through navigating nonpartisan advocacy within legal lobbying restrictions and maintaining records to remain compliant with 501(c)(3) nonprofit lobbying.

The City of San José’s Civics Masterclass is a free, self-paced course designed to empower the public with the knowledge and skills needed to actively participate in local government. The course includes five modules on government structures, parliamentary procedures, city policies, research skills, and storytelling strategies.

This article provides a brief overview of how the IRS and U.S. Department of Labor classify workers as employees or independent contractors, along with guidance on distinguishing between exempt and non-exempt employees.

This article provides a brief explanation of code of ethics and values statements for nonprofits, including tips and samples for drafting.

CompassPoint Workshops offer sliding-scale workshops to develop skills in leadership, communications, fundraising, and financial management.

This article offers a brief overview and tips for how to manage wages, salary, and other compensation for nonprofit employees.

This article offers guidance and tips for crafting a conflict of interest policy for board members, as well as links to sample policies.

This free webinar prepares nonprofits with tools and strategies to keep business operational for staff and clients through emergencies and disasters.

This fact sheet provides guidance on federal and state disability discrimination laws, including the process for customers obtaining accommodations from businesses. The guide includes sample request letters.

This article offers practical guidance for nonprofits and donors responding to disasters. It covers how nonprofits can assist while staying compliant with IRS guidance, and provides donors with best practices on how to support organizations more effectively and securely post-disaster.

This step-by-step guide outlines seven phases, along with actionable steps and suggested timing, for developing and implementing plans to achieve diversity and inclusion in the nonprofit workplace.

This article highlights the growing importance of nonprofit organizations adopting environmental, social, and governance (ESG) principles in how they engage with stakeholders and in how they govern their organization.

This free webinar discusses how nonprofits can prepare for emergencies and disasters, including drafting a disaster mission statement, considering succession planning, implementing staff and volunteer trainings, and creating emergency procedures for the workplace.

This guide reaffirms the effectiveness of diversity, equity, and inclusion (DEI) efforts and suggests specific DEI strategies that employers can utilize to make their workspace more diverse, equitable, and inclusive. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This guide uses a question-and-answer format to address common employer concerns about accommodations and ADA compliance.

This article highlights key considerations when drafting an equitable organizational budget, and provides an in-depth fillable workbook to help nonprofits calculate the full cost of their work at the organization-wide level.

This free webinar offers guidance for nonprofit organizations navigating the rapid changes and challenges brought by the Trump administration in 2025, with a focus on executive orders directly or indirectly affecting charitable nonprofits. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article provides in-depth insights on how to navigate and negotiate exit agreements for nonprofit CEOs, including scenarios where such agreements are appropriate, four common types of exit agreements, and key considerations for boards and executives when drafting them.

This article uses a question-and-answer format to address key concerns about maintaining diversity, equity, and inclusion (DEI) policies in compliance with federal law, as well as the limits of presidential authority. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This guidance uses a question-and-answer format and policy templates to outline the rights and responsibilities of employers if immigration enforcement officials appear at their facility, office, or workplace. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This guidance uses a question-and-answer format to address common concerns about the Trump administration's executive orders aimed at curtailing Diversity, Equity, and Inclusion (DEI) policies and programs, and their potential impact on nonprofits. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This fact sheet provides a brief overview about how the Fair Labor Standards Act (FLSA) applies to non-profit organizations, including the law's coverage for nonprofit enterprises, employees, and volunteers.

This fact sheet provides guidelines to help determine whether interns and students working for “for-profit” employers are entitled to minimum wages and overtime pay under the Fair Labor Standards Act (FLSA).

This article outlines key anti-discrimination laws enacted by Congress to protect employees and job applicants, emphasizing that these laws can only be overturned by federal court rulings or additional Congressional action. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This statement includes background information, local updates, and additional resources to support nonprofits after the Office of Management of Budget (OMB)'s memorandum in January 2025 that ordered the federal funding freeze. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This tracker provides updates on federal policies affecting employers, including concise summaries of pending and anticipated legislative and regulatory developments related to healthcare, benefits, HR compliance, and workforce policies. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This tool, sourced from La Piana Consulting’s Merger and Alliance Toolkit, provides comprehensive sample checklists to help organizations involved in merger negotiations ensure they account for all necessary documentation throughout the process.

This organization advocates for fiscal sponsorship as a strategic tool for strengthening the Silicon Valley’s arts ecosystem, and includes a list of local fiscal sponsors in Silicon Valley and the greater San Francisco Bay Area.

This guidance explores the different models of fiscal sponsorship and discusses the advantages and disadvantages of these types of relationships.

This article provides an overview of fiscal sponsorship, including its definition, the role of the fiscal sponsor, and additional resources for best practices.

This article compares the benefits of fiscal sponsorship versus obtaining your own 501(c)(3) status, with specific focus on the Players Philanthropy Fund (PPF) fiscal sponsorship program.

This book provides insights into IRS-approved models of fiscal sponsorship, explains how each model works, and explores their key differences.

This article uses a question-and-answer format to inform California employers about requirements for employee documentation, retention policies, and data storage practices.

This article highlights specific guidelines in the Americans with Disabilities Act (ADA) that are relevant to nonprofit employers, including the definition of disability, requirements in job posting and hiring stages, accommodation processes, and the difference between ADA and disability insurance.

This memorandum includes a sample Conflict of Interest Policy for California 501(c)(3) nonprofit organizations, and discusses the legal rationale and background for the policy.

This article uses a question-and-answer format to provide specific guidance on compliance with the Fair Labor Standards Act (FLSA).

This article offers email templates and best practices for crafting compelling and effective fundraising emails.

This guide offers comprehensive information—including data analysis, checklists, terminology, guidelines, and best practices—to help employers foster an inclusive workplace for transgender and nonbinary employees.

This article addresses common questions and concerns regarding the slate of executive actions in 2025 and how they impact nonprofits' federal grants and contracts; diversity, equity, and inclusion (DEI) initiatives; 501(c)(3) status; and more. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article outlines the responsibilities of a board's governance committee and highlights its role in recruiting and orienting new members, managing officer elections, organizing board education, and proposing and implementing board policies.

This free webinar and resource list provides an explanation and overview of government funding for nonprofit organizations, and thoughtfully considers the benefits, risks, and challenges of applying for, receiving, and managing government contracts.

This guide offers practical advice for handling specific scenarios and provides background on how to interact with ICE if they appear at an organization’s workplace and facilities. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article outlines the key steps for assessing readiness to start a nonprofit, initiating the process, and maintaining 501(c)(3) status.

This article examines the various reasons an organization may choose to implement—or not implement—exit interviews, and offers guidance on how to conduct them effectively, from both the employee and employer perspectives, to help mitigate risks for both parties.

This article explores the role of the board of directors and offers practical strategies to engage board members not only in financial contributions but also as ambassadors who cultivate relationships with donors and fellow board members.

This article provides comprehensive guidance for how to switch from a planned physical, in-person event to a virtual or online event in the case of a crisis or emergency.

This guide offers tips for promoting, planning, producing, and facilitating virtual events. It provides advice on choosing the right technology, equipment, and platforms to run a successful virtual event or webinar.

This article counters a misconception about nonprofits — that they require less direct involvement and scrutiny than businesses. The article argues that nonprofits, like businesses, are complex operations that require proactive participation from their leaders. Board members should approach their roles with curiosity and proactive involvement in their nonprofit organizations.

This comprehensive step-by-step grant-writing guide offers tips for crafting a compelling and distinctive proposal, includes a proposal outline, and provides tools for identifying grant opportunities.

This article guides nonprofits through tips and best practices for creating, sending, and managing email newsletters.

This collection provides local immigration resources, including "know your rights" information, legal services, public charge assistance, housing and eviction support, and help with basic needs. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This document includes a list of local Bay Area nonprofit Attorney and BIA accredited agencies that provide legal services to immigrants. Este documento enumera agencias locales sin fines de lucro, acreditadas por la BIA y/o con personal de abogados que ofrecen servicios legales a inmigrantes. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This guide provides an overview of the different models and methods for measuring an organization's impact.

This set of frequently asked questions provides guidance for workers and employers on the distinctions between independent contractors and employees, along with the applicable regulations.

This fillable template helps organizations implement ethical artificial intelligence (AI) governance policies.

This article offers a brief explanation of the difference between paid interns and volunteer interns, including tips, checklist, and other guidance to ensure best practices for managing internships and compliance with federal labor standards.

This free webinar provides an introduction into the role of government and nonprofits in disaster recovery, featuring insights from countt, state, and federal organizations as well as the National Voluntary Organizations Active in Disaster (VOAD) coalition.

This sample list of questions is designed to support organizations during merger negotiations, addressing key areas such as governance, finance, human resources, capital, programs, and communications.

This publication helps public charities comply with federal tax law by tracking their lobbying activities. The guide includes sample forms and describes multiple options for tracking staff time, overhead expenses, and direct costs.

This searchable tracker of legal challenges to the Trump administration’s executive orders includes overviews, case summaries, and real-time updates as new information becomes available. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article provides guidance for nonprofit employee management, including links to additional resources and a brief question-and-answer for common issues.

These ongoing interactive, online trainings will help social justice and educational equity leaders develop their abilities to delegate tasks, strengthen manager-staff relationships, and address unconscious bias.

This study examines how nonprofits can leverage mergers to advance their mission and goals. Analyzing 25 Chicago-area nonprofit mergers (2004-2014), it discusses diverse pathways to success, merger motivations, partner selection, negotiation challenges, and post-merger outcomes. Findings offer practical insights for nonprofits and foundations considering merger strategies.

This model policy establishes guidelines to address the needs of transgender and gender non-conforming employees, and how to protect the legal rights or safety of employees.

This report presents a case study of two museums and an aquarium that initiated administrative consolidation—a strategic restructuring model that can strengthen organizational efficiency by streamlining administrative functions and reducing costs.

This report examines a case study of two organizations undergoing leadership transitions, which served as a catalyst for their strategic restructuring and merger.

This article debunks common myths about the executive branch's authority to target nonprofit organizations and highlights specific laws that limit the IRS and federal government’s power to revoke 501(c)(3) status. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article covers key responsibilities, codes of conduct, and ethical duties for board members, as well as sample policies for implementation.

This video series and sample budget template provide step-by-step guidance for nonprofits beginning their budgeting process, including both a birds-eye view of the larger purpose of budgets, as well as the practical steps involved in developing expense categories and creating a budget timeline.

This comprehensive checklist created in consultation with the California Attorney General’s Office and the CA Franchise Tax Board helps California nonprofit 501(c)(3) organizations stay up-to-date with annual filing requirements.

This article offers guidance and examines concrete examples to better understand and craft different kinds of conflict of interest policies for an organization's volunteers, staff, and board members.

This free introductory three-part webinar series provides an overview of basic accounting and financial stewardship for nonprofits. The series defines nonprofit organizations and the uses of financial information for their stakeholders; discusses basic accounting concepts and financial statements; and reviews systems used for business transactions and financial statements.

This article offers insights into how nonprofits can adapt and remain sustainable amid the complex and rapidly changing financial landscape shaped by rising tariffs, global trade uncertainty, and reductions in federal funding for essential programs.

This article provides checklists to help nonprofits ensure compliance with relevant guidelines, empowering them to respond to potential threats and proactively advocate for their mission and values in the political sphere. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article explores how nonprofit mergers and acquisitions, often seen as a last-resort solution during a crisis, can be powerful tools for increasing organizational effectiveness. When approached strategically and with adequate planning and resources, M&A can strengthen missions, streamline operations, and help nonprofits better navigate a complex and demanding landscape.

This article guides nonprofits through the basic steps of building and managing a newsletter. Using specific visual examples from other newsletters, the guide demonstrates best practices for crafting compelling and engaging emails.

This article synthesizes insights from different nonprofit books to provide best practices when managing personnel needs, staff and volunteer recruitment and hiring, orientation and onboarding, and compensation.