Free nonprofit data templates
Four templates for getting to one set of numbers your board, funders, and staff trust. Each one opens in Word, Excel, Google Docs, or Google Sheets. They're free to copy and adapt, and nothing here is legal or accounting advice.
Metric Definition Card
One card for each number your board or funders see, with a plain-language definition, what counts, the source, and one owner. It includes a worked example for people served.
Download the Word fileMonthly Reconciliation Checklist
Makes the gift total in your donor database agree with the ledger each month. It calculates the gap, matches it against the differences you log, and marks each month reconciled or open.
Download the Excel fileMaster Record Rule
For the person who shows up as a donor, a client, and a volunteer. It sets which system wins for each field, how to find matches, who merges them, and where merges are logged.
Download the Word fileRetention Schedule Starter
Decide how long you keep each kind of record, where it lives, and who deletes it. It includes questions to send your software vendors and a deletion log.
Download the Excel fileStuck on a number?
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