Free guides
Guides for volunteer boards
Plain-English answers to the questions every new secretary, treasurer and board member ends up searching for.
Secretaries
How to Write Board Meeting Minutes (With a Sample)
What to include, what to leave out, and a sample you can copy tonight.
Read the guide →HOA boardsHow to Write an HOA Violation Letter That's Fair and Holds Up
The three-letter escalation, what every notice needs, and the mistakes that sink enforcement.
Read the guide →TreasurersDonation Acknowledgment Letters: What the IRS Requires for Gifts of $250 or More
Exactly what the letter must say, when donors need it, and the $75 rule for events.
Read the guide →TreasurersNew Church or Nonprofit Treasurer? Your First 30 Days
A week-by-week checklist to get control of the money without panicking.
Read the guide →Free template
Grab the board meeting agenda.
Editable HOA and nonprofit versions, free.