Free checklists for small nonprofits
Printable checklists you can use today, with or without our templates. Each one follows the method in the matching guide.
Also available in Bahasa Indonesia.
All checklists
Grant Readiness and Submission Checklist
36 items · freeA printable grant checklist for small nonprofits: screen funders, weight the pipeline, build proposals in order, trace the budget and review before you submit.
Donor Retention and Year-End Checklist
30 items · freeA printable donor retention checklist: build LYBUNT and SYBUNT lists, check cadence, set a thank-you standard and project year-end giving from your records.
Month-End Close and Restricted Funds Checklist
26 items · freeA printable month-end checklist for nonprofit treasurers: tag funds, reconcile the bank exactly, tie out every fund, catch negative restricted funds, report.
Board Meeting and Governance Checklist
25 items · freeA printable board checklist for small nonprofits: count quorum correctly, track terms and conflicts, review the risk register and run program and M&E reviews.
Impact Report and Donor Communications Checklist
26 items · freeA printable checklist for impact reports and donor emails: separate outputs from outcomes, source every number, check consent and build accessible email.
AI Use Policy and Prompt Checklist for Small Nonprofits
30 items · freeA free printable checklist for small nonprofits using ChatGPT, Claude, Gemini or Copilot: what AI may do, what data stays out, how outputs get checked, and who owns the policy.