nextSteps has created templates to help you
manage finances and organize your fundraising efforts.
Fiscal & Operating Templates:
- Operating Budget
- Project Budget
- Cash Flow Statement
- Independent Contractor Agreement
Fundraising Templates:
- Individual Donor Research Tracking
- Institutional Funding Research Tracking
- Grant Calendar Tracking
- Donor Thank You Letter & Tax Acknowledgment
If you have technical issues, contact us directly through nextSteps@pentacle.org for assistance.
If you have questions about templates or requests for specific types of templates, please complete our nextSteps Template request form.
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