Section Quicklinks
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Governance and Leadership
Articles of Incorporation – MNA
Articles of Incorporation Form – Northwest Registered Agent
Board Governance Policy
Board Job Description – MNA
Bylaws Workshop, Video, Judy Andrews, Apex Group - Washington Nonprofits
Sample Board Commitment Form – National Council of Nonprofits
Sample Bylaws – MNA
Sample Bylaws – Pennsylvania Association of Nonprofit Organizations
Sample Conflict of Interest Policy – MNA
Document Retention Policies for Nonprofits – National Council of Nonprofits
Ethics Policy – MNA
Ethics Policy – Minnesota Council of Nonprofits
Executive Compensation Policy – MNA
Proxy Voting Policy – MNA
Voting by Proxy (October 2013) – Montana State Bar Tip Sheet
Nonprofit Executive Transition Toolkit - MNA
25 Awesome Things Board Members Do – Nonprofits AF
All Hands on Board – The Board of Directors in an All-Volunteer Organization
Blue Avocado Board Cafe
Board Development Learning Center, Simone Joyaux – sample policies and a collection of continually updated resources
Boards Matter – Building Board Tools Booklet
Broadrooms - an information resource for executive women
CompassPoint – assists organizations in developing effective leaders
Finding the Right Board Members for Your Nonprofits – National Council of Nonprofits
Free Management Library – provides free, easy-to-access, online articles for personal or professional development
How to be a Better Nonprofit Board Member – Stanford Business
Montana Attorney General Dissolution Form – Public benefit and religious corporations must file a completed Notice of Dissolution form to the attorney general if the organization intends to dissolve.
Principles for Good Governance and Ethical Practice, A Guide for Charities and Foundations - Independent Sector
Role of Boards During Crisis – Forbes
stayexempt.irs.gov – protect your tax exemption status
Why Boards Don't Govern – by Jan Masaoka
Training on the Go! - By MSU Extension. Video library of 30 minute trainings to share at your next team or board meeting on culture, communication, values, emotional intelligence, and more
Race Equity Toolkit for Leadership Development - Leadership Learning Community
Planning
Emergency Succession Plan Sample – Center for Nonprofit Advancement
Sample Financial Management Plan – MNA
Organizational Health Review Assessment & Model - Training Resources for the Environmental Community
Strategic Planning That Makes a Difference – Management Assistance Group
Succession Planning for Nonprofits – National Council of Nonprofits
The Strategic Plan is Dead. Long Live Strategy. – Stanford Social Innovation Review
Strategy Screen - La Piana
Strategy Screen Example - Arts Midwest
Human Resources
Comp Time Tip Sheet – MNA
Sample Employee Reimbursement Request Form – National Council of Nonprofits
Chief Executive Compensation Policy – MNA
Sample Leave Request Form – National Council of Nonprofits
Montana New Hire Reporting Form – DPHHS
Sample Whistleblower Policy – MNA
Nonprofit Job Description Toolkit - BridgeSpan Group
Advancing Your Cause Through the People You Manage
Associated Employers
Corporation for National Service
Employees, Independent Contractors, and Volunteers (October 2013) – Montana State Bar Tip Sheet
HR Calendar - Nonprofit HR
Independent Contractor Brochure – Internal Revenue Service
Independent Contractor or Employee? – Internal Revenue Service– Internal Revenue Service
Independent Contract Law, Plain Language and Q & A – MNA Tip Sheet
Montana Campus Compact – A coalition committed to educating students for to promote civic and social responsibility.
Montana Department of Labor and Industry
Montana Human Rights Requirements: Web Based TrainingsMontana Office of Community Service
Montana Tax Withholding Guide – Montana Department of Revenue
Montana Wrongful Discharge from Employment Act
Can I Award Comp Time? - Tip Sheet
US Equal Employment Opportunity Commission
Wage Equity Study - Strategies and Opportunities for Building Wage Equity
Mental Health Design Toolkit - How to build mental health considerations + practices into your organization
Remote Work Certificate Program - MSU
Blog for Employers - Flex Jobs
The Remote Work Competency Model - Workplaceless
Guide to Flexible Work - Workplaceless
Financial Management
Accounting Procedures Manual Template – Blue Avocado
Sample Financial Policy 1 – MNA
Sample Financial Policy 2 – MNA
Sample Investment Policy 1 – MNA
Sample Investment Policy 2 – MNA
Sample Records Retention Policy – MNA
Sample Whistleblower Policy – MNA
Nonprofit Operating Reserves Initiative – Urban Institute
Primer on Loan Financing - Montana Mission Investing Group
Discovering embezzlement (October 2013) – Montana State Bar Tip Sheet
Federal Filing Requirements for Nonprofits – National Council of Nonprofits
Common Form 990 Mistakes - Anderson ZurMuehlen & Co.
IRS Charitable Contributions – Substantiation and DisclosureRequirements
IRS Compliance Guide Records Retention and Disclosure
IRS Required Disclosure Summary
Montana Department of Revenue
Montana Society of Certified Public Accountants
Nonprofits and the New OMB Guidance – National Council of Nonprofits
IRS Approved E-file providers for 990
Accountability and Transparency
Financial Transparency – National Council of Nonprofits
Gambling-Related Nonprofit Fundraising - Montana Gambling Control Division
Increase Transparency by Broadening Your Perspective – Glasspockets
Inspection of Corporate Documents (October 2013) – Montana State Bar Tip Sheet
Online Raffle Registration Form - Montana Gambling Control Division
Open Government Guide for Montana - Open meeting laws and requirements for organizations receiving public funds
Open Meeting Laws Overview - Board Effect
Public Disclosure Requirements for Nonprofits – National Council of Nonprofits
Public Reporting and Transparency – MNA
Raffle Guidelines - Montana Gambling Control Division
Why a nonprofit might conduct an audit even when the law doesn't require it – National Council of Nonprofits
How to Leverage Form 990 to Increase Stakeholder's Trust - Chazin & Company
Fundraising
Gift in Kind Form – MNA
Sample Gift Acceptance Policy – U of M Foundation
Capital Campaign Consultant RFP Sample - Campaign Counsel
Capital Campaign Gift Chart Builder - Campaign Counsel
Capital Campaign Cash Flow Formula - Campaign Counsel
Association of Fundraising Professionals
Fundraising Effectiveness Survey
The Burk Donor Survey
Better Business Bureau's Wise Giving Alliance
Big Sky Institute for the Advancement of Nonprofits
Charitable Gaming Laws (October 2013) – Montana State Bar Tip Sheet
Chronicle of Philanthropy
Code of Ethics
Community Health Resources, Grant Opportunities - MSU Extension
Endow Montana - MNA
Foundation Center
Fund Development Learning Center, Simone Joyaux – sample Development Committee job description and a collection of continually updated resources
Gambling-Related Nonprofit Fundraising - Montana Gambling Control Division
GrantStation
Internet Fundraising Guidelines for Nonprofit Organizations (October 2013) – Montana State Bar Tip Sheet
IRS Gift Substantiation
Montana Shares
Montana Community Foundation
Fundraising with Gambling in Montana - What you need to know about casino nights, calcutta, bingo, heads or tails, poker runs, and 50/50 raffles from the Montana Gambling Control Division
Online Raffle Registration Form - Montana Gambling Control Division
Raffle Guidelines - Montana Gambling Control Division
Nonprofit-Run Online Raffles - Video Tutorial from Montana Gambling Control Division
Capital Campaign Planning Resources - Campaign Counsel
ARPA Funding for Montana Nonprofits
Equity and Inclusion
Coming Soon. Have a policy template? Submit to [email protected]
Building Movement Tools to Engage
Moving Equity to Action | Self Guided Course
Advocacy and Public Policy
501(h) election - Measuring Lobbying Activity: Expenditure Test – 501(c)(3) organizations (other than churches and private foundations) may elect the expenditure test under section 501(h) as an alternative method for measuring lobbying activity.
Advocating for the Value Nonprofits Create: An Interview with Tim Delaney, National Council of Nonprofits by Social Velocity
Alliance for Justice – Has several helpful publications on federal law and nonprofit lobbying and election year activities.
Center for Effective Government (was OMB Watch) – Federal policy resource including current legislative updates and position papers.
Center on Budget & Policy Priorities – Conducts research on a range of government policies and programs, with an emphasis on those affecting low- and moderate-income people.
Economic Policy Institute – Nonprofit, nonpartisan think tank that seeks to broaden the public debate about strategies to achieve a prosperous and fair economy.
Montana Budget & Policy Center – Provides in-depth research and analysis on budget, tax, and economic issues with the goal of advancing sound public policy in the state.
National Council of Nonprofits – The National Council informs nonprofits about legislation and regulation affecting the nonprofit sector and about ways to get involved in advocacy efforts
National Institute on Money in State Politics – Nonpartisan, nonprofit organization whose mission is to research and document state-level political donations and their influence on public policy.
National Priorities Project – Helps the public understand and shape the federal budget to meet community needs by providing: analysis of critical budget issues, state and local data, and tools for local action.
NonProfit Action – Online resource that provides tools and information for nonprofit advocacy.
Nonprofit Vote A 501(c)(3) Guide to Voter Engagement
Urban Institute – Gathers data, conducts research, evaluates programs, offers technical assistance overseas, and educates Americans on social and economic issues in order to foster sound public policy and effective government.
Communications
21 Social Media Tips for Nonprofits – NTEN
Beth Kantor's Blog – How Connected Nonprofits Leverage Networks and Data for Social Change
Building Communications Capacity: Experts Offer Lessons Learned in Practice
Care2 – Digital Communication Blog
Kivi's Nonprofit Communications Blog
John Haydon – digital marketing expert for charities and nonprofits
M+R Strategic Services
Nonprofit Marketing Blog – Network for Good
Nonprofit Tech for Good – Social and mobile media blog for nonprofits
Simply Measured – Resources for measuring and improving social media engagement.
Information Technology
TECH IMPACT PRACTICAL SECURITY : A guide with practical steps to manage cybersecurity risks
idealware – Helps nonprofits make smart software decisions
IT Best Practices for Nonprofits – Minnesota Council of Nonprofits
lynda.com – Subscription service for online software video tutorials. Recommended by PC Magazine.
Nonprofit Technology Network (NTEN) – MNA partner who assists nonprofits in using technology more effectively.
TechSoup Global – a 501(c)(3) that provides discount technology products and technology resources to nonprofits.
Tips for Funding Technology – Minnesota Council of Nonprofits
Strategic Alliances
Collective Impact – National Council of Nonprofits
A Guide for Building a Sustainable and Resilient Collaboration - Tamarack Institute
Collective Impact Forum - Provides tools and training to support the efforts of those who are practicing collective impact in the field.
Fiscal Sponsorship – Council on Foundations
How to Find a Fiscal Sponsor - National Network of Fiscal Sponsors
10 Lessons Game of Thrones learned from us about advocacy coalitions – M+R Strategic Services
Ten Tips for Collaboration – N.C. Center for Nonprofits
Merger and Alliance Toolkit - La Piana
Evaluation
Getting to What Matters: How to Design and Develop Evaluation – Steve Patty
PerformWell
Tools and Resources for Assessing Social Impact (TRASI) – The Foundation Center
Workbook: Data-Driven Decision Making: Exploring Outcomes Indicators – NTEN and Idealware
Dissolution
How to Dissolve a Nonprofit Corporation in Montana
Montana Department of Justice - Nonprofit Dissolution
Montana Department of Justice – Notice of Dissolution of a Nonprofit Corporation
Montana Secretary of State – Articles of Dissolution for Nonprofit Corporation
Montana Code Annotated – Chapter 2, Part 7 – Nonprofit Corporation Dissolution and Liquidation
