Non-Profit Toolkit

Hi there, Kari here -reaching out with a lifeline for all busy nonprofit leaders. Most days, I receive at least one email from a nonprofit organization inquiring as to a best practice sample or template to make their workday more efficient, and their work more fun! l’ve been keeping a running list of the most requested documents from nonprofit Execs and nonprofit boards and created two toolkits for your use.
Each toolkit provides samples and templates that are current, working documents for your use. These documents align with current nonprofit best practices (and the law, when applicable). Feel free to use as is, or (better yet), upload into Adobe, add your logo and edit to suit your organization’s needs.
Executive Director's Toolkit
$99
- Your "first 30-60-90 days on the job" to-do list
- An annual performance objective template
- A sample agenda for weekly staff one on one meetings & board chair meeting
- Two for one a fund development plan template AND sample
- A defined departure succession planning template
- An editable employee handbook
- My top tricks for managing your time and ensuring self-care (for you and your team)
- A checklist for how the Board of Directors can help retain their Executive Director
- My resource guide for top contractors and tech tools
- A donor stewardship calendar
- Sample Executive Compensation policy
- A decision matrix that defines "who's responsible for what" decisions at your business
- Bonus gift: An annual board calendar with critical governance "to-do's
Board of Director's Toolkit
$49
- Best practice board officer job descriptions
- Sample board committee job descriptions
- A board matrix template
- A board self-evaluation template
- Templates for the most critical board policies
- Bonus gift: board orientation agenda
Testimonials
What you will get with the toolkit
DIY - BUILD YOUR NONPROFIT

Incite! can help you discover ways to operate efficiently, fundraise effectively and have a plan for the future. The key to success is the right attention to people that are part of your nonprofit, your fundraising approach and the strategy that leads you there.
Incite! works with you to build solid relationships, create processes that work for your organization, deliver WOW-factor fundraising results and helps you navigate the inevitable change that comes to your nonprofit
TOOLKIT INCLUDES
Building with PEOPLE
You have a lot of people that can help you propel your nonprofit to success: donors, volunteers, staff, board, advisers and partners. Managing, training, inspiring and developing these vastly different groups can be a challenge.
I work with you to organize and communicate with your team so that you see improved performance, engagement, retention and financial gain.


Building with FUNDRAISING
You’re a nonprofit. Fundraising is only way you’ll be here tomorrow for the people you serve. I’m here to help you consider your revenue streams, events, campaigns, and long term funding relationships so you can build a sustainable organization.
Building with STRATEGY
Make the nonprofit world easier to navigate with a partner (and cheerleader) by your side.
Helping you facilitate crucial conversations, clarify roles and plan strategically fuels your non profit and feeds my passion.
Customized programs are available for both group and executive-level planning.
