Nonprofit and Charity Templates

Charities and nonprofits answer to regulators as well as members and donors. Registered charities must issue donation receipts that contain every piece of information the tax rules require, or the donor's claim can be denied and the charity's registration put at risk. Nonprofit corporations must give members proper notice of meetings, keep registers and minutes, and follow their bylaws and governing statute when they make decisions.

The templates in this category are written to the specific rules that govern each document, such as the tax regulations for official receipts or the corporations statute for member meetings. Required details are already in place, guidance notes explain each rule and its source, and shaded fields show what your organization needs to complete.

Volunteers change often, so these templates are written to be used by someone new to the role. Keep completed records with the organization's books and minute book, where the next board can find them.