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.




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 Planning

Tax Info


  • "Excel-easy" offers an easy to follow, fully illustrated and FREE Excel tutorial with + 300 examples. Link here:
  • Free and low-cost software for nonprofits from TechSoup
  • Helping nonprofits make smart software decisions from Idealware



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Links to websites with recommended resources on a wide variety of topics

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Director of Grantmaking and Nonprofit Effectiveness


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Key points for organizations to consider

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A Call to Community

A statement from The Community Foundation for Greater New Haven

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