Nonprofit Resource Library

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12 Urgent Financial Action Steps for Nonprofits: A 2025 Checklist

Nonprofit Financial Commons
|
2025
|
6
minute read
Resilience Resources
Article
Resilience Resources
Fund Development
Financial Management

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.

36 Nonprofit Newsletter Best Practices to Inspire Donors

Keela
|
2019
|
15
minute read
Article
Marketing, Communications, and Outreach

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.

8 Attributes of an Outstanding Nonprofit Board Chairman

Bloomerang
|
2023
|
3
minute read
Article
Governance

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.

A Changing Landscape: Unpaid Internships Under the DOL’S New Primary Beneficiary Test

Morrison & Foerster
|
2018
|
8
minute read
Guidelines
Article
Human Resources

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.

A Nonprofit Checklist: Conducting a Risk Assessment for Federal Funding

National Council of Nonprofits
|
2025
|
minute read
Resilience Resources
Article
Resilience Resources
Fund Development
Legal and Compliance

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.

A Nonprofit Checklist: What to do When Your Federal Grant or Contract is Terminated

National Council of Nonprofits
|
|
3
minute read
Resilience Resources
Article
Resilience Resources
Guidelines
Fund Development
Financial Management

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.

Annual Report Template for Nonprofits

Instrumentl
|
|
minute read
Template
Marketing, Communications, and Outreach

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.

Assessing & Minimizing Risk for Your Talent Management Programs Amid Anti-DEI Efforts

OneDigital
|
2025
|
4
minute read
Resilience Resources
Article
Resilience Resources
Human Resources
Racial Equity, Diversity, and Inclusion

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.

Attacks on Nonprofits: A Tip Sheet on How to Prepare

Raben
|
2025
|
minute read
Resilience Resources
Article
Resilience Resources
Human Resources
Legal and Compliance

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.

Attorney General Bonta Provides Guidance for Businesses on Diversity, Equity, Inclusion, and Accessibility Initiatives in the Workplace

State of California Department of Justice
|
2025
|
4
minute read
Resilience Resources
Guidelines
Resilience Resources
Legal and Compliance
Racial Equity, Diversity, and Inclusion

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.

Attorney General’s Guide for Charities

State of California Department of Justice
|
2024
|
minute read
Starting A Nonprofit
Learning
Starting A Nonprofit
Guidelines
Legal and Compliance

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.

Audits vs. Reviews vs. Compilations

Nonprofit Finance Fund
|
|
minute read
Article
Financial Management

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.

Background Checks: What Employers Need to Know

U.S. Equal Employment Opportunity Commission
|
2014
|
8
minute read
Guidelines
Human Resources
Legal and Compliance

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

Beyond Financial Oversight: Expanding the Board’s Role in the Pursuit of Sustainability

Nonprofit Quarterly
|
2020
|
10
minute read
Article
Governance
Organizational Development

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.

Board Members and Personal Contributions

BoardSource
|
2023
|
4
minute read
Article
Governance
Fund Development

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.

Building Resilience in Uncertain Times

Nonprofit Finance Fund
|
|
minute read
Resilience Resources
Collection
Resilience Resources
Financial Management
Organizational Development

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.

CNAP Essentials Upcoming Training Dates

Nonprofit CPAs
|
|
minute read
Learning
Financial Management

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.

CPRA Data Retention

Secure Privacy
|
2022
|
7
minute read
Guidelines
Article
Legal and Compliance
Human Resources

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

Cal/OSHA Publications

State of California Department of Industrial Relations
|
|
minute read
Guidelines
Collection
Human Resources
Legal and Compliance

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.

Caregiver's Authorization Affidavit

California Courts
|
|
minute read
Resilience Resources
Template
Resilience Resources
Guidelines
Legal and Compliance

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.

Cash Flow Management: A Tactical Review for Nonprofits of All Sizes

Nonprofit Financial Commons
|
2024
|
minute read
Resilience Resources
Learning
Resilience Resources
Financial Management

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.

Charting the Legal Lobbying Waters for Impactful Nonprofit Advocacy

Silicon Valley Council of Nonprofits
|
2024
|
minute read
Learning
Local
Advocacy and Public Policy

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.

City of San José Civics Master Class

City of San José
|
|
minute read
Learning
Guidelines
Local
Advocacy and Public Policy

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.

Classifying Employees Correctly

National Council of Nonprofits
|
|
4
minute read
Article
Human Resources
Legal and Compliance

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.

Codes of Ethics/Values Statements for Nonprofits

National Council of Nonprofits
|
|
2
minute read
Template
Governance

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

CompassPoint Workshops

CompassPoint
|
|
minute read
Learning
Professional Development

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

Compensation for Nonprofit Employees

National Council of Nonprofits
|
|
4
minute read
Guidelines
Article
Human Resources

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

Conflicts of Interest

National Council of Nonprofits
|
|
3
minute read
Template
Article
Legal and Compliance
Governance

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

Crisis Proof Your Nonprofit

CADRE
|
2024
|
minute read
Learning
Emergency Preparedness and Response

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

Disability Discrimination Fact Sheet: Business and Other “Public Accommodations”

Disability Rights California
|
2018
|
6
minute read
Guidelines
Template
Human Resources

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.

Disaster Recovery – What Donors & Nonprofits Need To Know

National Council of Nonprofits
|
|
6
minute read
Guidelines
Article
Emergency Preparedness and Response

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.

Diversity and Inclusion Initiative: A Step-By-Step Guide

Third Sector New England (TSNE)
|
2010
|
minute read
Learning
Human Resources

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.

ESG and Nonprofit Boards

BoardEffect
|
2020
|
5
minute read
Article
Governance

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.

Emergency Operations Planning for Nonprofits

CADRE
|
2023
|
minute read
Learning
Emergency Preparedness and Response

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.

Employer Insight: DEI Strategies for Employers

OneDigital
|
2025
|
minute read
Resilience Resources
Article
Resilience Resources
Human Resources
Racial Equity, Diversity, and Inclusion

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.

Employers' Practical Guide to Reasonable Accommodation Under the Americans with Disabilities Act (ADA)

Job Accommodation Network
|
|
minute read
Guidelines
Human Resources

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

Equitable Budgeting for Nonprofits

Nonprofit Finance Fund
|
|
minute read
Article
Template
Financial Management
Racial Equity, Diversity, and Inclusion

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.

Executive Actions and Their Impact on Charitable Nonprofits

National Council of Nonprofits
|
2025
|
minute read
Resilience Resources
Guidelines
Resilience Resources
Learning
Legal and Compliance

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.

Exit Agreements for Nonprofit CEOs: A Guide for Boards and Executives

Nonprofit Quarterly
|
2020
|
20
minute read
Template
Article
Human Resources

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.

FAQ: Racial Equity Legal Guidance

Othering and Belonging Institute
|
2025
|
14
minute read
Resilience Resources
Article
Resilience Resources
Guidelines
Racial Equity, Diversity, and Inclusion
Legal and Compliance

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.

FAQs on Nonprofit and Small Business Rights with Respect to Immigration and Customs Enforcement (ICE)

Public Counsel
|
2025
|
minute read
Resilience Resources
Guidelines
Resilience Resources
Template
Legal and Compliance

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.

FAQs on Responding to Recent DEI Executive Orders

Public Counsel
|
2025
|
minute read
Resilience Resources
Guidelines
Resilience Resources
Legal and Compliance
Racial Equity, Diversity, and Inclusion

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.

Fact Sheet #14A: Non-Profit Organizations and the Fair Labor Standards Act (FLSA)

U.S. Department of Labor
|
2015
|
3
minute read
Guidelines
Human Resources
Legal and Compliance

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.

Fact Sheet #71: Internship Programs Under The Fair Labor Standards Act

U.S. Department of Labor
|
2018
|
2
minute read
Guidelines
Human Resources
Legal and Compliance

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).

Federal Anti-Discrimination Laws: A Quick Look at Employer Obligations

OneDigital
|
2025
|
5
minute read
Resilience Resources
Article
Resilience Resources
Guidelines
Legal and Compliance
Human Resources

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.

Federal Funding Freeze Update

Silicon Valley Council of Nonprofits
|
2025
|
minute read
Resilience Resources
Article
Resilience Resources
Guidelines
Local
Financial Management
Fund Development

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.

Federal Policy Updates for Employers: What to Watch in 2025

OneDigital
|
2025
|
minute read
Resilience Resources
Guidelines
Resilience Resources
Human Resources
Legal and Compliance

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.

Financial Due Diligence Checklist

La Piana Consulting
|
|
minute read
Learning
Financial Management
Organizational Development

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.

Financial Management for Nonprofits

Wallace Foundation
|
|
minute read
Collection
Financial Management

This collection provides articles, templates, and guides for nonprofit financial management.

Fiscal Sponsorship

SVCREATES
|
|
2
minute read
Starting A Nonprofit
Website
Starting A Nonprofit
Local
Financial Management

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.

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