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

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.

This collection of resources provides tools and materials for both existing and new nonprofit organizations, including resources specific to the city of San Francisco.

This collection of resources offer trainings and articles to support the process of starting a nonprofit.

This report presents case profiles of nonprofits that explored merger opportunities with guidance from the Nonprofit Sustainability Initiative (NSI)—a collaborative effort aimed at helping Los Angeles-area nonprofits pursue formal partnerships and restructuring strategies to build sustainability and amplify community impact.

This article provides an overview of common insurance policies and asserts the importance of implementing comprehensive liability insurance to manage potential crises, such as fraud, cyberattack, mismanagement, or discrimination.

This article clarifies the distinction between nonprofit status and tax-exempt status, and explains the complex audit processes the IRS must follow to revoke an organization’s tax-exempt status. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This archive of educational videos from the U.S. Department of Labor’s Occupational Safety and Health Administration (OSHA) covers a wide range of topics across various industries and sectors.

The Core Capacity Assessment Tool (CCAT) and related trainings equip nonprofit consultants and organizational development professionals with the tools to assess and strengthen organizational effectiveness.

This collection of documents provides up-to-date guidelines on California's pay-to-play contribution restrictions and prohibitions.

Este paquete le ayudará a crear un plan de preparación familiar, independientemente de su estatus migratorio. Por los retos adicionales que los inmigrantes y familias con status migratorios variados enfrentan, también hay consejos adicionales. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This collection of webinars and toolkits help nonprofits to plan and budget for an increasingly uncertain financial future, especially amidst the shocks created by the Trump administration since early 2025.

This chapter on power mapping illustrates how to visually map relationships between people, organizations, and institutions to better understand and leverage networks for coalition building and citizen lobbying.

This guidance helps organizations determine if and how lobbying rules in California might affect nonprofit organizations, including guidelines, definitions, case study, and additional resources.

This document outlines 33 principles for best practices for charitable organizations and foundations related to legal compliance and public disclosure, effective governance, financial oversight, and responsible fundraising.

This guide provides steps, reflections, and examples for how to manage scaling, building, creating or expanding nonprofit programs.

This case study illustrates how two organizations successfully merged their parent education programs to establish a joint program that reduced duplication, improved service quality, expanded their reach, and attracted greater donor funding.

This article describes the steps that nonprofits can take to reduce its liability in the process of laying off employees.

This brief, free self-paced interactive webinar (including a transcription) provides guidance for which disclosures are required to remain compliant with the IRS as a nonprofit 501(c)(3) organization, including annual return forms, applications for exemption, determination letters, and acknowledgement letters for tax-deductibility of donations.

This tool provides a template for leadership, staff, board, and other stakeholders to reflect on their organization's values and priorities in order to align internally in the face of threats from the Trump administration. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This sample code of conduct policy for board members covers several issues, including conflict of interest, sexual harassment, confidentiality, and active participation.

This article provides brief sample job descriptions and responsibilities for various board positions: Board Chair, Vice Chair, Committee Chair, Board Member, Secretary, and Treasurer.

This sample bylaw document outlines which sections are typically needed in a nonprofit's bylaws, which will serve as a guidebook for the board of directors on holding elections, fulfilling quorum requirements, organizing meetings and keeping the meetings orderly.

This local foundation offers fiscal sponsorship opportunities to help neighborhood associations, clubs, groups of citizens, and community-minded people who want to take action to help one or more specific San Jose Parks, or San Jose Parks more broadly.

This community defense project protects immigrant families from deportation threats and provides accompaniment support during and after a community member’s arrest or detention. The webpage offers "Know Your Rights" cards and trainings. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

These templates are designed to help organizations make informed budgeting and management decisions by planning for various income, expense, and programmatic impact scenarios. Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This collection of resources from the Markkula Center for Applied Ethics offers a wide array of articles and case studies on ethics in the nonprofit sector.

This collection of resources explores the fundamentals of forming nonprofit corporations, the various types of nonprofits, and managing organizational documentation

This resource offers methodical steps, questions, and considerations needed to begin planning, or re-energizing, a voulnteer program.

This toolkit details different childcare options available in case of an absent parent, where to find trusted immigration services in your community, and how to prepare to assert your constitutional rights in the presence of an immigration officer. Este paquete detalla las diferentes opciones de cuidado infantil disponibles en caso de que un padre este ausente, dónde encontrar servicios de inmigración de confianza en su comunidad, y cuáles son sus derechos constitucionales en presencia de un oficial de inmigración.Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

Apply and enroll in this paid week-long in-person course for nonprofit leaders to drive strategic growth and greater impact. Participants will learn how to focus their mission, design effective services, build core capabilities, evaluate scaling options, and implement strong performance and governance systems.

Este sitio web ofrece videos de gratis para preparar y defender de manera segura nuestros derechos durante encuentros con la agencia de Inmigración y Aduanas (ICE). Part of SVCN's Resilience Resources: Tools and Information to Manage and Adapt to Federal Policy Shifts.

This article provides visualization, explanations, and specific examples of the different ways that organizations can join together to achieve a shared goal, including methods of collaboration, alliances, and strategic restructuring.

This guide provides a template for the different sections and items recommended for an employee handbook, including general employment policies, employment status, recruiting and hiring, compensation, employee benefits, organizational property, and workplace conduct.

This resource collection provides up-to-date insights into the executive orders issued 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 provides an overview of the negotiation process involved when two or more nonprofits decide to merge, including steps such as passing formal resolutions, forming a merger committee, and integrating departments across the organizations.

This two-part workbook series offers practical tools and strategic analysis to support nonprofits exploring and implementing mergers.

This study of the U.S. nonprofit arts and cultural subsector (2008–2018) argues that overhead spending is neither inherently good nor bad, but advocates for an optimal level that supports nonprofit sustainability. The findings have implications for charity monitors, donors, scholars, and other stakeholders concerned with nonprofit accountability and effectiveness.

This case study on the partnership between two Bay Area organizations illustrates how leadership behaviors helped create the conditions for successful partnership.