© 2009 Milli Christner and Laurie Cromwell All rights reserved. Purchasers of this material and tools may reproduce the various forms for use in their own programs. Otherwise, no part of this purchase may be reproduced or transmitted in any form or by any means now known or to be invented, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system without written permission from the authors. Violation of the use of this copyrighted material will be taken seriously and violators will be prosecuted to the extent allowed by law. Although the authors have gone to great lengths to make sure our information is accurate and useful, we recommend you consult a lawyer and accountant if you want professional assurance that our information, and your interpretation of it, is appropriate to your particular situation. Readers are advised to retain competent legal and financial counsel. The authors accept no liability for any loss or damage, consequential or otherwise, incurred in the reliance on the information provided.
eBooks

VISION & ALIGNMENT TOOLKIT eBOOK $125.00

The Vision and Alignment eBook provides an overview of the stages to determine the vision of an education foundation; establish the strucuture and implement legal and governance infrastruture essential for a successful organization.  

This eBook also comes with 22 practice templates or "tools" that can be
downloaded and customized for your own use saving countless hours of time
and research:

  • Action Plan (one year) (Word format)
  • Organizational Framework (Adobe format - unprotected)
  • Steering Committee Agendas (2 meetings) (Word format)
  • Planning Meeting Agenda (Word format)
  • Organizational Meeting Agenda (Word format)
  • Meeting Agendas (5 meetings) (Word format)
  • Board of Director Analysis Chart (Excel format)
  • Board Recruitment Packet (Word format)
  • Board Roster Template (Excel format)
  • Sample Articles of Incorporation (Certificate of Formation)
  • Bylaws (Sample) (Word format)
  • Memorandum of Understanding (School District agreement) (Word format)
  • Depository Resolution Sample (Word format)
  • Committee List Spreadsheet (Excel format)
  • Committee Preference Form (Word format)
  • IRS Guidelines for 1023 Application (Adobe form)
  • Timeline (Powerpoint format)

The Finance & Governance eBook outlines how to establish procedures and processes to ensure and maintain the financial oversight and integrity of an education foundation.  Includes the following 8 best practice templates or "tools" that can be downloaded and customized for your own use saving countless hours of time and research:  .       Sample Policies and Procedures (Including General Policies, Financial       Policies and Guidelines, Investment Policy, Gift Acceptance Guidelines, and Conflict of Interest Policy) Word .       Annual Projected Budget Excel .       Balance Sheet Excel .       Bank Reconciliation Excel  .       Check Register Excel .       Sample Gift Receipt Word .       Record of Meetings (Template for Minutes) Word .       Sample Checklist for Finance & Governance Committee Word
Note: On Checkout please enter a valid email address so we can send you your download link for this product
FINANCE & GOVERNANCE TOOLKIT eBOOK $99.00

The Finance & Governance eBook outlines how to establish procedures and
processes to ensure and maintain the financial oversight and integrity of an
education foundation.

This eBook also comes with 9 best practice templates or "tools" that can be
downloaded and customized for your own use saving countless hours of time
and research:

  • Sample Policies and Guidelines (Including General Policies, Financial Policies and Guidelines, Investment Policy, Gift Acceptance and Conflict of Interest) (Microsoft Word format)
  • Annual Projected Budget (Excel format)
  • Income Statement (Sample Profit-Loss) (Excel format)
  • Statement of Assets and Liabilities (Sample Balance Sheet) (Excel format)
  • Bank Reconciliation Sample (Excel format)
  • Check Register Sample (Excel format)
  • Sample Gift Receipt (Word format)
  • Minutes Template (Record of Meetings) (Word format)
  • Sample Checklist for Finance & Governance Committee Word (Word format)

The Finance & Governance eBook outlines how to establish procedures and processes to ensure and maintain the financial oversight and integrity of an education foundation.  Includes the following 8 best practice templates or "tools" that can be downloaded and customized for your own use saving countless hours of time and research:  .       Sample Policies and Procedures (Including General Policies, Financial       Policies and Guidelines, Investment Policy, Gift Acceptance Guidelines, and Conflict of Interest Policy) Word .       Annual Projected Budget Excel .       Balance Sheet Excel .       Bank Reconciliation Excel  .       Check Register Excel .       Sample Gift Receipt Word .       Record of Meetings (Template for Minutes) Word .       Sample Checklist for Finance & Governance Committee Word
Note: On Checkout please enter a valid email address so we can send you your download link for this product
MARKETING & EVENTS TOOLKIT eBOOK $99.00

The Marketing & Events eBook will assist you in developing marketing strategies and tools to introduce your education foundation to your community.  This information will help you to gain public awareness and support with ongoing events and campaigns.

This eBook also comes with 11 practice templates or "tools" that can be
downloaded and customized for your own use saving countless hours of time
and research:

  • Sample Marketing & Events Checklist and Timeline (Word format)
  • Notecard Sample (Word format)
  • Letterhead Sample (Word format)
  • Press Releases (6 examples) (Word format)
  • Simple Case Statement (Word format)
  • Event Budget Workshop (Excel format)
Note: On Checkout please enter a valid email address so we can send you your download link for this product
PROGRAMS TOOLKIT eBOOK $125.00

The Programs eBook discusses program allocations and details the steps involved in creating and administering a grants program.  Although the examples focus on a credible process to award "Innovative Teaching Grants," the process could be adapted for any type of granting program including campus or district wide systemic grants.

This eBook also comes with 15 practice templates or "tools" that can be
downloaded and customized for your own use saving countless hours of time
and research:

  • Grant Guidelines and Application (Word format)
  • Grant Workshop Agenda (Word format)
  • Grant Reviewer Scoring Matrix (Excel format)
  • Cover for Grant Review Notebooks (Word format)
  • Grant Reviewer Collective Score Tally Sheet (Excel format)
  • All Reviewers Collective Score Tally Sheet (Excel format)
  • Grant Award Spreadsheet (Excel and Word formats)
  • Grant Award Flyer (Word format)
  • Grant Denial Letter (Word format)
  • Grant Recipient Agreement (Word format)
  • Grant Award Evaluation Form (Word format)
  • Grant Application Committee Evaluation Summary (Word format)
  • Programs Committee Responsibilities Checklist (Word format)
  • "Prize Party" Checklist (Word format)

The Finance & Governance eBook outlines how to establish procedures and processes to ensure and maintain the financial oversight and integrity of an education foundation.  Includes the following 8 best practice templates or "tools" that can be downloaded and customized for your own use saving countless hours of time and research:  .       Sample Policies and Procedures (Including General Policies, Financial       Policies and Guidelines, Investment Policy, Gift Acceptance Guidelines, and Conflict of Interest Policy) Word .       Annual Projected Budget Excel .       Balance Sheet Excel .       Bank Reconciliation Excel  .       Check Register Excel .       Sample Gift Receipt Word .       Record of Meetings (Template for Minutes) Word .       Sample Checklist for Finance & Governance Committee Word
Note: On Checkout please enter a valid email address so we can send you your download link for this product
DEVELOPMENT TOOLKIT eBOOK $99.00

The Development eBook provides information about creating a development (fundraising) plan, including detailed suggestions for implementing a successful annual campaign.

This eBook also comes with 14 best practice templates or "tools" that can be
downloaded and customized for your own use saving countless hours of time
and research:

  • Timeline Sample (Word format)
  • Sample Donor Cards (Word format)
  • Donor Bill of Rights (Word format)
  • Annual Campaign "Packaging" (Two examples) (Word format)
  • Simple Case Statement (Word format)
  • Board Donor Prospect Form (Word format)
  • Donor Database Template (Excel format)
  • Individual Donor Letter Sample (Word format)
  • Annual Campaign Planning Worksheet (Word format)
  • Sample Campaign Gift Range Chart (Word format)
  • Development Committee Checklist (Word format)
  • Annual Campaign Checklist (Word format)
  • Kickoff Event Checklist (Word format)

The Finance & Governance eBook outlines how to establish procedures and processes to ensure and maintain the financial oversight and integrity of an education foundation.  Includes the following 8 best practice templates or "tools" that can be downloaded and customized for your own use saving countless hours of time and research:  .       Sample Policies and Procedures (Including General Policies, Financial       Policies and Guidelines, Investment Policy, Gift Acceptance Guidelines, and Conflict of Interest Policy) Word .       Annual Projected Budget Excel .       Balance Sheet Excel .       Bank Reconciliation Excel  .       Check Register Excel .       Sample Gift Receipt Word .       Record of Meetings (Template for Minutes) Word .       Sample Checklist for Finance & Governance Committee Word
Note: On Checkout please enter a valid email address so we can send you your download link for this product