Over the years, the funding partners have determined policies and/or guidelines to guide decisions. The following “policies and guidelines” have been adopted by the Nonprofit Management Fund.

Funding Categories

Corporate Structure/Board of Directors – Building capacity of the organization’s board to lead and govern through proven modes, practices and policies.


Technical Assistance/Development that addresses:
  • Recruitment and orientation of Directors and Committee Members
  • Board Governance (leadership charge, officers, committees, meetings, accountability)
  • Committee Activation (leadership, meetings, accountability)


Technical Assistance/Training that addresses the many ways that governing boards can learn how to execute their roles and responsibilities and know, value and leverage contributions of their Directors or non-director Committee members. Examples include but not limited to:
  • Organization/Board Planning (annual/strategic)
  • Collaboration/Partnerships
  • Financial Management Oversight
  • Income Planning
  • Fund Development Planning
  • Fundraising Special Events (organizing, planning, execution, evaluation)
  • Trends in Nonprofit Management
  • Technology Planning
  • Communications/Marketing Planning

Management Assistance - Building capacity of the organization’s operation (policies and practices) to fulfill its mission, vision and goals.
Technical Assistance that addresses, but not limited to:
  • Programs and Services (assessment, accountability, record keeping, collaboration)
  • Staff Development & Training (team building, performance management, staffing structure)
  • Financial Management/Budget Construction
  • Facilities (space assessment & planning)
  • Technology (use/implementation, needs assessment, planning)
  • Organization Planning (strategic/business plan)
  • Organization Assessment
  • Leadership Succession (Executive/Board)
  • Fund Development Planning

Organizational Alternative 

Professional facilitation of organization’s planning for:
  • Merger
  • Restructuring
  • Joint Venture Project
  • Partnership/Collaboration
  • Dissolution

Consultant Policy 

A written agreement from the consultant detailing the services to be performed, along with the fee schedule, should be attached to the application. The consultant's work plan should describe activities to be undertaken and expected outcomes. Applications will not be funded without such material being submitted prior to a recommendation by the Fund Advisor. The review committee will decline an application listing a current Board Director as the consultant, or one where a Director resigns from the Board to become a contractor or a consultant for the applicant organization. As a matter of policy, the Fund does not recommend or endorse any particular technical assistance provider.

Repeat Applications

In order for a nonprofit organization to submit another application to the Fund, all commitments from the previous award must be completed that includes the evaluation and final report/product from the previous grant awarded.

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