Free resources
Tools for charity leaders and boards
Practical templates and checklists we use with our own clients. Free to download, built for charities in Canada and the US.
Excel template
Board finance report template
A one-page monthly report your treasurer can explain in five minutes: cash and reserves, restricted vs unrestricted funds, budget vs actual by program, and a notes section.
- Dashboard, fund balances and budget vs actual tabs
- Built for charities with restricted funds
- Works in Excel and Google Sheets
Checklist
Year-end filing checklist (T3010 & Form 990)
Everything to close the year cleanly: reconciliations, receipts, fund balances, overseas grant documentation and the filing deadlines that matter.
- Canada (CRA) and US (IRS) sections
- Deadlines and documents in one place
- Printable, tick-as-you-go
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