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Board Development
Is your board newly formed and in need of some basic information, or is your governing body in search of more advanced advice
from the experts? No matter your circumstances, the resources listed below contain exceptionally useful tools for boards of any
size or experience.
Check back often as we will be updating and repopulating this list as we come across new sources for you.
BoardSource® (formerly the National Center for Nonprofit Boards)
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http://www.boardsource.org/
The most useful information on board and committee development (including identification, recruitment, assessment
strategies, and retention) will surely come from the resources available at BoardSource®. Some of the BoardSource®
information is free, but a number of the materials, articles, and documents require membership or have a cost associated
with them. We strongly recommend that you consider joining BoardSource, if for no other reason than to take advantage of
the excellent materials they offer as well as the member discounts. The 2007 membership fees are $99.00 (1 year) or $169.00
(2 years). Memberships are available on an individual basis only. |
Free Management Library
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http://www.managementhelp.org/
Free Management Library has published a “Basic Guide to Nonprofit Financial Management,” and it is superb.
Not only does this link take you through the nuts and bolts of budget preparation, but it will also walk you through some
steps for creating good bookkeeping and internal controls practices, teach you about how to manage program finances, and
help your organization (and especially the governing board) to understand financial statements and analyze them. |
Management Assistance Group (MAG)
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http://www.managementassistance.org/
The Management Assistance Group (MAG) is a nonprofit consulting company that works with organizations committed to a
“just, humane, and sustainable society.” Areas of specialty include boards, planning, management, growth/change,
and fundraising. The MAG web site includes a number of free articles and documents addressing each of the areas of specialty.
The section on boards is particularly well done. |
Budget & Finance
Think of budgeting as planning for the financial health of your organization. Think of financial management as your regular health check-up.
You know that you need to generate sufficient income to cover your expenses, and you also know that you need to plan on how that will occur.
There is almost as much material “out there” on the topics of budget and finance as there is on fundraising and general management.
The following links, however, provide some basic information on what many people and organizations consider the most onerous of activities.
And consider signing up for our Subscription Service as The VOR Group, Ltd. will be
posting our own articles and worksheets on budget and finance in the very near future. Why reinvent the wheel when we have already done the work
for you?
Free Management Library
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http://www.managementhelp.org/
Free Management Library has published a “Basic Guide to Nonprofit Financial Management,” and it is superb. Not only
does this link take you through the nuts and bolts of budget preparation, but it also walk you through some steps for creating good
bookkeeping and internal controls practices, teach you about how to manage program finances, and help your organization (and especially
the governing board) to understand financial statements and analyze them. |
BoardSource® Knowledge Center
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http://boardsource.org/
We can never say enough positive things about the resources available through BoardSource®. You don’t have to be a
member of BoardSource® to use the resources of the Knowledge Center. For information on budgeting and managing the finances
of your nonprofit organization, go to the Knowledge Center, and pull down “Finance” under “Browse by
Topics.” On the left-hand drop-down menu, refine your search, and voilà! You will be directed to more than 100
questions and answers about nonprofit budgeting and financial management.
You can also find some excellent books and monographs in the “Books and Tools” portion of the BoardSource®
site. |
CompassPoint: Nonprofit Genie (FAQs)
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http://www.compasspoint.org/
Once again, we bring you to CompassPoint for some really helpful information. In the link we have provided, you can select
“Funds Management” and “Form 990” in the drop-down topic menu for a look at some wonderfully
useful questions and answers. |
Fundraising
There is an unbelievable treasury of materials available on the Internet relating to fundraising - the basics, techniques, annual
giving, major gifts, planned giving. The wealth of materials is practically endless.
We have selected five references just to get you started, and we will be adding materials as we come across them. We will also
be posting our own materials on the For Subscribers portion of our web site. Check back
here often, as this section of our site will be growing by leaps and bounds.
Foundation Center Training Courses
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http://foundationcenter.org/
The Foundation Center offers some essential in-classroom and online training courses on a wide range of fundraising
topics. Full-day classroom instructional programs are fee-based, but the basic classroom training classes are free. Five
online training courses are offered, at no (or a very low cost), and the online guides and tutorials are offered
free-of-charge. |
Fundraising and Development Toolkit
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http://www.arts.state.tx.us/
A service of the Texas Cultural & Arts Network of the Texas Council on the Arts, this site contains some
excellent advice on basic fundraising issues. You will find information on building a fundraising plan; an overview
of the different types of funding and their unique constraints; rules of thumb on boards and fundraising; guidelines
on how to organize and develop your fundraising materials; a research checklist; sample fundraising plan and template;
sample donor profiling and pledge forms; a sample breakdown of benefits for underwriters; sample cover letter,
proposal, budget, and follow-up letter; a special events timeline; and more. |
Nonprofit Guides
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http://www.npguides.org
Nonprofit Guides offers web-based grant-writing tools for nonprofit organizations. You will find the guides exceptionally
helpful and filled with sample documents. Since 1996, Nonprofit Guides has been published by a nonprofit housing specialist
and former public housing sector specialist and grant writer. The materials available on the site have been compiled from a
variety of sources based on the publisher’s extensive grant writing experience. |
Getting From No to Yes
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http://gayleroberts.com/
This is an indispensible link to the Top 10 reasons that funding proposals are rejected. The information has been summarized from the
book Grant Proposal Makeover, highly recommended in our
Ideal Nonprofit Library link. |
onphilanthropy.com
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http://onphilanthropy.com
onPhilanthropy.com is a global resource for nonprofit and philanthropy professionals. The materials contained on the site are
free-of-charge and feature several industry-leading e- newsletters. onPhilanthropy.com is published by
Changing Our World, Inc., a leading U.S. fundraising and philanthropic
services company. The section on
fundraising articles is particularly
interesting, and you should most definitely take the time to read the article on the “art of asking for a major gift.”
You will also find helpful articles on a variety of other topics. |
General Resources
Sometimes, it’s downright difficult to categorize organizations that offer a full range of services and advice. The links that
appear here in General Resources are web sites that go well beyond one or two issues. Visit this page often, as we are coming across new
resources every day.
The Foundation Center
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http://www.foundationcenter.org
The Foundation Center is the nation’s leading authority on philanthropy, connecting nonprofits and the grantmakers,
supporting them with tools they can use and information they can trust. The Center maintains the most comprehensive database
on U.S. grantmakers and their grants. It also operates research, education, and training programs designed to advance
philanthropy at every level. Every day, thousands of people gain access to free resources in its five regional library/learning
centers and its national network of more than 340 Cooperating Collections. The Foundation Center web site contains a vast amount
of free material. |
CompassPoint: The Nonprofit Genie
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http://www.compasspoint.org/
A service of CompassPoint, the Nonprofit Genie provides free, fast, and practical answers to frequently asked
questions about nonprofit management. The sections on financial statements, audits, and sound fiscal management
are particularly helpful, as is the section on technology. |
CraigsList Foundation (Resources)
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http://www.craigslistfoundation.org/
Yes, CraigsList has a foundation, and this portion of the site contains links to other sites that are particularly
helpful. The Nonprofit Boot Camp is exceptionally useful as it contains downloadable articles and documents on a broad
range of management topics. |
Idealist.org
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http://www.idealist.org
Idealist.org is a cyber community that connects people and organizations. Launched in 1996, Idealist.org has become
the leading nonprofit portal on the Internet for job listings, internships, consultants, other resources, and volunteer
opportunities. At the moment, almost 189,000 people have registered on the site as well as nearly 71,000 organizations.
Idealist.org has perfected the art of “connecting the dots.” |
Pro Bono Partnership
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http://probonopartnership.org/
The Pro Bono Partnership is a complete legal resource center for nonprofit organizations and attorneys. Coordinated and
supported by a team of in-house attorneys specializing in the law of tax exempt organizations, the Pro Bono Partnership
provides free business legal services to eligible nonprofit organizations in New Jersey, Fairfield County, CT, and Westchester
County, NY. The Pro Bono Partnership web site offers some free advice to anyone visiting the site. Click on the Resources
link on the Home Page for Publications and Frequently Asked Questions. |
Ideal Nonprofit Library
First things first ... it’s always a good idea to have some handy resource materials on your bookshelf, and there is a wealth of
material “out there” on nonprofit management. The VOR Group, Ltd. has identified some of the best and most useful resources
for you.
The following list includes some suggestions for developing a good in-house library for your nonprofit organization. Much of what you
are able to include in your library will depend on budget, of course, and not everything needs to be purchased all at once. These resources
have proved to be useful for thousands of nonprofit organizations. You can develop a good working library for well under $1,000.00.
BoardSource® Publications Series
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You can’t go wrong with BoardSource® publications. At a minimum, every nonprofit organization should own the
Governance Series ($105.00 for
members / $150.00 for nonmembers) and the
Committee Series ($77.00
for members / $111.00 for nonmembers), but all of the BoardSource® materials are well worth the money. The publications
list covers a broad range of topics, some directed to the chief executive, others to the governing board, many to both board
and staff. |
Nonprofit Board Answer Book, Second Edition: A Practical Guide for Board Members and Chief Executives
by Robert C. Andringa and Ted W. Engstrom (2007)
http://www.boardsource.org/
Written in clearly understandable language, with short chapters that include “action steps,” this book offers comprehensive
coverage of the nuts-and-bolts information that a nonprofit organization needs to build an effective and quality governing board. ($30.00 for
members; $40.00 for nonmembers) |
A Nonprofit Organization Operating Manual: Planning for Survival & Growth
by Arnold J. Olenick & Philip R. Olenick ($29.95)
http://foundationcenter.org/
This volume is available from the Foundation Center. The authors developed the manual as a working guide for administrators, board,
and nonprofit staff. The book covers all of the crucial “behind the scenes” logistics that pave the way for successful
nonprofit initiatives. |
The Nonprofit Handbook (4th edition / 2005)
by Gary M. Grobman (~$20.00)
http://www.amazon.com/
This is a book that no nonprofit office should be without. This is a fantastic "how to" guide that covers everything from soup to nuts. |
Strategic Planning Workbook for Nonprofit Organizations
by Bryan W. Barry ($32.95)
http://www.fieldstonealliance.org
Another valuable volume from Fieldstone Alliance, this workbook will help your nonprofit find the right “niche”
for itself. The workbook includes practical, step-by-step guidance and excellent worksheets to develop your own strategic plan. |
Stevenson, Inc. Series of “How To ...” Manuals
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http://www.stevensoninc.com/
This is Stevenson, Inc.’s link to the dozen or so “how to...” manuals covering a broad range of
topics. The beauty of these manuals is that many of the the entries are prepared by people in the field who have tested
the tips for success. Each is written in clear, understandable language. (Prices range from $59.95 to $68.00 per publication.) |
Stevenson, Inc. Catalogue of Newsletters
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http://www.stevensoninc.com/
This is Stevenson, Inc.’s catalog of newsletters, each of which includes 12 issues, plus special issues from time to time.
From fund raising and special events to membership and volunteer management, these newsletters are chock full of excellent tips all
written by people in the field ... “ideas that work.” (Prices range from $99.00 to $199.00 per newsletter.) |
Bookkeeping Basics: What Every Nonprofit Bookkeeper Needs to Know
($27.95)
http://www.fieldstonealliance.org/
Available from Fieldstone Alliance, this manual is an excellent bookkeeping and accounting primer for start-up nonprofit organizations. |
Grant Proposal Makeover: Transform Your Request from No to Yes
by Cheryl A. Clarke and Susan P. Fox ($29.95)
http://www.josseybass.com/
This could be the best grant writing “how to” book ever written. The authors have interviewed program officers and
funding community “insiders” to show you how to transform lackluster proposals into excellent ones that have the potential
to be funded. This book stands out from other traditional grant writing books because it illustrates common flaws and problems in
proposals and shows exactly how to fix them. In addition, it is exceptionally well written and has an engaging tone. |
Robert’s Rules of Order Newly Revised
by Henry M. Robert III et al., 10th Edition (2000).
http://www.amazon.com/
This is the only authorized guide to parliamentary procedure. The 10th Edition has been updated to address common questions,
and it incorporates the newest rules and procedures. For the novice, this volume will be daunting at first, but it is the
definitive work on parliamentary procedure and should be on every board member’s bookshelf. |
Robert’s Rules In Plain English 2e: A readable, authoritative, easy-to-use guide to
running meetings
by Doris P. Zimmerman (2005).
http://www.amazon.com/
This volume solves the problem of how to run a meeting according to parliamentary procedure by using summaries, outlines, charts,
and forms to illustrate the rules. While it does not cover the wide variety of topics contained in the original Robert’s Rules
of Order, it does provide the basics and should be used in conjunction with Robert’s Rules. |
Management
What is it that you are trying to manage? Finances? Personnel? Program? Volunteers? There are hundreds, if not thousands of online
resources to visit and books to read on management and management style. How you handle the day-by-day affairs of your organization
will largely depend on its size and scope, the number of employees, the magnitude of your budget, and the characteristics of your board.
And these are only a few of the things that require good management skills.
We have identified below just a few resources to get you started. Each of the sites noted in the list will take you to other
excellent resources.
Free Management Library
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http://www.managementhelp.org
Once again, Free Management Library tops our list of useful links. On the home page of Free Management Library, you will
find an extensive list of management topics While most of these are aimed at nonprofit management, you will also find some
very good tips that for-profit organizations use in their daily administration, tips that can easily translate to nonprofit
work. |
Nonprofit Management Education Center
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http://www.uwex.edu/
Located in the Extension Division of the University of Wisconsin, the Nonprofit Management Education Center / Learner
Resources link contains 24 topics that will lead you to some excellent advice about managing your nonprofit organization.
Be sure to check out Q&A with Faculty while you’re on this site, as some common management questions have been
answered by the experts. |
The Dorothy A. Johnson Center at Grand Valley State University
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http://www.npgoodpractice.org/
We stumbled on this site quite by accident, but it’s a real gem! The Dorothy A. Johnson Center at Grand Valley
State University (Allendale, Michigan) offers the “Nonprofit Good Practices Guide.” As you open each topical
link, you will find excellent definitions to start you off on your management journey, and within each topic there are
subtopics that will lead you to some superb articles. Don’t miss this one. |
Alliance for Nonprofit Management
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http://www.allianceonline.org/
Referred to in other sections of our web site, the Alliance for Nonprofit Management is a membership organization, but the
FAQ section is free and very helpful. Several management topics are covered in the FAQ section of the ANM site. |
Publications
Managing a nonprofit organization (and doing it well) consumes a great deal of time, and we know - particularly if your nonprofit is
a small one - that there is probably not much time left for you to read and stay current in the field.
The VOR Group, Ltd. has prepared a short list of newspapers, magazines, and newsletters that you can subscribe to online. Most of
these are free-of-charge and require you just to furnish your email address and select a password. Some of these are weekly publications;
others arrive in daily digest form, allowing you to pick and choose what you want to read ... when you want to read it.
We will be adding new links as we find them, so check back regularly.
The Chronicle of Philanthropy
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http://philanthropy.com
The Chronicle of Philanthropy is the newspaper of the nonprofit world. It is the No. 1 news source - in print and online -
for charity leaders, fund raisers, grant makers, and other people involved in the philanthropic enterprise. (The paper is
published 24 times a year.) Subscriptions include full access to the web site and news updates by e-mail-all at no extra
charge. An online-only subscription is also available as is a site-license option so that all of your colleagues can have
access. The current subscription rate is $72.00 per year.
The Chronicle also offers a number of free email alert
options, including a daily digest of news and views on philanthropy, jobs, and available grants. |
Philanthropy Journal
The NonProfit Times
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http://nptimes.com/
The NonProfit Times is the leading business publication for nonprofit management. Full-time nonprofit executives who are
located in the United States are eligible to receive free
subscriptions to this publication as well as to
Exempt, a new magazine directed to CEOs, CFOs, Development Officers, and board members who are responsible for endowment,
asset, and financial management.
The Nonprofit Times also offers four free e-newsletters:
Instant Fundraising, Weekly e-Newsletter, NPT Jobs, and TechnoBuzz. |
Board Café
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http://www.compasspoint.org/
Board Café is a free electronic service of California-based CompassPoint Nonprofit Services, a consulting, research, and training
organization that provides nonprofit organizations with management tools, strategies, and research to lead change in their communities.
Board Café is a free monthly newsletter designed exclusively to meet the needs of nonprofit boards of directors. The documents are
short and to the point, very well written and understandable, and they offer excellent advice. |
Foundation Center Newsletters
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http://foundationcenter.org/
In a separate link under General Resources, we have described the incredible resources that may be found on the Foundation Center
website. In this link, you will be able to subscribe to two of the Foundation Center’s free weekly e-newsletters: Philanthropy
News Digest and RFP Bulletin, both of which contain valuable information. Connections, also a free subscription, links you on
a bi-weekly basis to other sites by rounding up the best philanthropy-related content on the web. |
Start-up and Governing Documents
OK. You’ve done your business plan, including a careful SWOT (Strengths / Weaknesses / Opportunities / Threats) analysis, and
you’re still certain that you want to take the steps to start a new nonprofit organization, understanding all that will be entailed.
In this section of our Useful Links, we have identified a number of resources that can help your soon-to-be-up-and-running nonprofit
organization maneuver the steps that must be taken in order to (1) incorporate and (2) receive approval for exemption from the Internal
Revenue Service.
Starting a Nonprofit Organization
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http://www.managementhelp.org/
From Free Management Library, this article provides comprehensive advice and materials for anyone who is considering starting
a nonprofit organization. The reader is guided to other, helpful sources of information. |
Life Cycle of a Public Charity
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http://www.irs.gov/
Taken from the web site of the Internal Revenue Service, this link explains exactly what has to be done to create a nonprofit
organization. Sample governing documents (bylaws, conflicts of interest statements, etc.) are included. Click on the
“graphical depiction of the life cycle” in the second paragraph to access an interactive PDF document. |
IRS Form 1023
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http://www.irs.gov/
This is the form that start-up nonprofits must complete in order to be considered for tax exempt status by the Internal Revenue
Service. The PDF version is a functioning document, i.e., the form may be completed by entering information directly onto the PDF.
Be prepared to spend some serious time completing the document, and be aware that the approval process can take up to 18 months
owing to the backlog of pending applications. |
Help in Completing the 501(c)(3) Application
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http://www.form1023help.com/
Written by a former IRS employee, this link provides page by page instructions and other help for non-profit organizations
preparing the application for 501(c)(3) tax exempt status. |
Improving your Organization’s Mission Statement
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http://www.tccgrp.com/
This is a good article that says it all. This TCC Group (formerly The Conservation Company) article provides excellent tips
and advice to help improve your organization's mission statement. |
Statement of Values and Ethics (Independent Sector)
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http://www.independentsector.org/
This document was drafted by a special taskforce of the Independent Sector Ethics and Accountability Committee. It constitutes
the Statement of Values and Code of Ethics that IS uses for its own work. In addition, the Board of Directors of IS encourages IS
members, and the field as a whole, to use this document in either drafting and adopting your own statement of values and code of
ethics or, for those who have already done so, reviewing and revising, as necessary, your statement of values and code of ethics. |
FAQs About Trademarks & Service Marks for Nonprofit Organizations
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http://www.probonopartnership.org/
This is a superb FAQ sheet outlining information concerning trademarks and service marks for nonprofit organizations. It is a
publication of the ProBono Partnership and was written by a lawyer for the lay reader. If your organization is considering applying
a service mark or trademark to you name, this is the article for you. |
Strategic Planning
What is a strategic plan, and why should your organization have one?
A well developed strategic plan is your blueprint for your organization’s short-term future. In essence, it should lay out where
you want to be in, say, three to five years and how you are going to get there. The links provided below will get you started. They are all
immensely helpful, and we’ll be adding more as we identify them, so visit again soon.
Alliance for Nonprofit Management
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http://www.allianceonline.org/
The Washington, DC-based Alliance for Nonprofit Management is the professional association of individuals and organizations
devoted to improving the management and governance capacity of nonprofits. The Alliance assists nonprofits in fulfilling their
missions. The Alliance offers the answers to Frequently Asked Questions on a broad range of topics, including Board Development,
Fundraising, and Financial Management, among others. The section on Strategic Planning FAQs is particularly good and presents a
comprehensive overview of what strategic planning is and what is entailed. |
TCC Group
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http://www.tccgrp.com/
The TCC Group (formerly The Conservation Company) has prepared an excellent overview of strategic planning and presents
“ten keys” to successful planning. Of particular interest is the role of the consultant in the nonprofit strategic
planning process. |
Free Management Library
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http://www.managementhelp.org/
Free Management Library has done it once again! Included in this link is everything from soup to nuts about the nonprofit
strategic planning process. The links you will find here include sample plans and worksheets. |
Strategic Planning Workbook for Nonprofit Organizations, Revised and Updated (2003)
by Bryan W. Barry
http://www.amazon.com/
This volume, available through Amazon.com, is one of our favorites. Not only does it explain the planning process well, but it
also offers number of different ways to maneuver through the planning process. The book includes worksheets that have proved to be
very helpful, and the book is written in a clear style, making it understandable and user-friendly. This volume retails new for just
over $30.00. |
Technology
Technology ... You just can’t live without it this day and age of a wired global community. Here are some good links for new or small
nonprofits that may just be entering into the world of Information Technology. All of them can help you to get started; some of them will have
humming almost instantaneously.
TechSoup
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http://www.techsoup.org/
Tech Soup refers to itself as “The Technology Place for Nonprofits,” and that’s just what it is. From
articles and an online community sharing space to its superb Learning Center, Tech Soup will be a great resource for your
nonprofit organization. Best of all, you don’t need to be an IT expert to use this site’s resources. Tech Soup will
help you learn the ins and outs of using technology in today’s environment. |
CompassPoint: Accidental Techies
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http://www.compasspoint.org/
From CompassPoint Nonprofit Services, welcome to the Accidental Techies website which presents resources for new and
experienced nonprofit techies. This site offers excellent resources, including advice that you will be able to use
on-the-spot to improve your organization’s technology resources. |
Coyote Communications
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http://www.coyotecom.com/
From Coyote Communications, this link will take you from A-Z in terms of great advice concerning computer and Internet
use for mission-based organizations. This is a great primer on database development and management, choosing software to
meet your organization’s needs, using online services, developing and maintaining your web site ... and more. |
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