Standard documents, downloadable templates and guides

The documents provided in this section are supplied as templates to begin creation of documents for your organization. Before finalizing any document, we recommend that they be reviewed by legal counsel to ensure compliance with current State of Connecticut laws and standards.

Comprehensive answers to the most frequently asked questions in nonprofit management

Board Self Assessment

Bequests/Planned Giving

Business Plans


The Council of Nonprofits has tools for evaluating opportunities for collaboration, establishing collective goals, and sample agreements/memorandum of understanding.



  • DataHaven
  • US Census
  • Unite Connecticut is a coordinated care network of community-based organizations and providers across health, human, social care. Partners are connected through a shared technology platform, Unite Us, which enables them to send and receive electronic referrals, address people’s social needs, and improve health across communities while tracking outcomes with the Platform's data. Unite Us is HIPAA compliant, and fully aligns with the strictest federal privacy regulations, including 42 CFR Part 2 and FERPA. Joining the network is at no cost for community-based organizations and many organizations that are considered part of the safety net. To request more information about joining, please visit


  • The Implicit Association Test (IAT) measures attitudes and beliefs that people may be unwilling or unable to report. The IAT may be especially interesting if it shows that you have an implicit attitude that you did not know about.


Executive Transition


Fund Development


Human Resources

Legal Services

  • Pro Bono Partnership provides free business and transactional legal services to nonprofit organizations serving the disadvantaged or enhancing the quality of life in neighborhoods in New York, New Jersey and Connecticut.
  • Legal Zoom provides low cost services in obtaining 501 (c) 3 status, incorporation and other legal services
  • Legal Documents and Legal Forms from RocketLawyer (first document is free)


  • Capital for Change – provides cash flow loans to qualified nonprofits when grant or third party funding is delayed as well as capital loans
  • Nonprofit Finance Fund – provides loans for facilities, growth and cash flow

Marketing/Public Relations


Risk Management

Starting a Nonprofit Organization

State Charitable Organization Solicitation Registration Info

Strategic Alliances and Mergers

Nonprofit Mergers and Acquisitions: Not Just an Escape Plan - Stanford Social Innovation Review

A Primer on Nonprofit Mergers & Sustained Collaborations - Sea Change Capital Partners

Strategic Planning

Tax Info


  • "Learn some of the amazing things from WallStreetMojo, from basic to advanced stuff with this Excel blog, including formulas, tools, charts, productivity techniques, and useful Excel tips, different kinds of formulas with a practical approach".
  • Free and low-cost software for nonprofits from TechSoup
  • Free excel tutorials from The Computer Expert
  • Helping nonprofits make smart software decisions from Idealware
  • Spreadsheet Daddy: A free online resource helping users from across the world master Excel and Google Sheets. Spreadsheet Daddy
  • Excel Mojo: Learn and Master Microsoft Excel with 200+ free articles, step by step guides, all about formulas & functions, self-study resources and excel templates. Excel Mojo.

Training providers

Training Resources

TD Charitable Foundation Non-Profit Training Resource Fund will award up to $1000 per organization to attend approved classes and courses that will enhance job performance.



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