Templates & Toolkits

Nonprofit Startup Planning Kit

Grants & Nonprofit Admin

Nonprofit Startup Planning Kit

$49

Fill-in worksheets and a spreadsheet for a new nonprofit or ministry: options, board roster, budget and a 90-day plan. It has no legal or IRS forms.

Instant download · 1 ZIP file (0.4 MB) · DOCX, PDF, XLSX

What’s inside

  • Options comparison: pros and cons of a program inside an existing group, fiscal sponsorship, a volunteer group, or a new nonprofit
  • Mission, vision, and values worksheet; needs assessment data and listening log; program design with a logic model grid
  • Startup task tracker with owner, due date, and done columns; board roster and prospect log; fundraising plan; policy checklist; partners grid
  • 90-day launch plan and year-one calendar, both fill-in
  • Editable startup plan template in Word to share with founders and early donors
  • Spreadsheet: startup costs, three-year projection with reserves, board skills matrix, and a dashboard

General information only, not legal or tax advice. This kit has no legal or IRS forms. Laws differ by state, so ask an attorney or your state's nonprofit association about incorporation and tax exemption.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Nonprofit Website Planning Workbook ($27), Simple Budget vs Actual Workbook ($12), and Board Meeting Planner ($12).

Pairs well with

Nonprofit Website Planning Workbook ($27), Simple Budget vs Actual Workbook ($12), and Board Meeting Planner ($12).

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