Join us for year two of the SVP Dallas Nonprofit Impact Institute Toolkit Series, Powered by Communities Foundation of Texas. This virtual half-hour, monthly lunch series is designed to equip nonprofit leaders, board members, and the community with practical, easy-to-use tools and templates that can be implemented right away to strengthen organizational practices and align with best practice standards.
Each session features:
- A brief, focused presentation on the purpose and context of the featured tool
- Implementation tips drawn from real-world nonprofit experience
- Time for Q&A to address your organization’s unique needs s
- Recordings will be available to all registrants for on-demand viewing
- Register once for the entire series
2025-2026 Toolkit Series
Click here to register for the full series!
9/15/25: Program Evaluation: Theory of Change and Logic Models
10/6/25: Program Evaluation: Evaluation Methods
11/3/25: Bylaws
12/8/25: Board Leadership – Responsibilities/Job Descriptions of Board and Committee Roles
1/12/26: Board Leadership – Board Commitment Form, Orientation, Board Handbook
2/2/26: Board Leadership – Board Calendars, Meeting Structure, Consent Agendas
3/9/26: Compensation – Philosophy Statements, Compensation Structure Review
4/13/26: Managing Employees – Evaluation, Interviewing, On-boarding
5/4/26: Financial Policies – Investment Policies, Internal Controls, Procurement, Budgeting
5/18/26: Communications & Social Media Policies
The 2024-2025 Toolkit Series recordings and resources from all sessions are available below.
To watch previous sessions and download tools and templates please go to the links below. Please note that links for future recordings will be provided after the session’s scheduled date:
Mission, Strategy, & Evaluation
7/22/24: Sample Strategic Plan Implementation Plan & Sample Program Evaluation Matrix
8/5/24: Sample Policy on Strategic Partnerships
Leadership: Board, Staff, and Volunteers
8/19/24: Sample Board Evaluation
9/9/24: Sample Executive Director Evaluation Process Resource
9/16/24: Sample Leadership Development and Succession Plan
9/30/24: Board Skills Matrix and Composition Analysis Worksheet
10/7/24: Model Employee Handbook
10/28/24: Organizational Sustainability Assessment
11/4/24: Model Volunteer Program Policies
11/18/24: Sample Cultural Competency Policy
Policy Legal Compliance & Ethics
12/9/24: Checklist of Compliance & Explanation of Quid Pro Quo Rule
12/16/24: Sample Whistleblower Policy
1/6/25: Model Conflicts of Interest Policy
1/27/25: Sample Code of Ethics
2/3/25: Sample Statement of Privacy
Finance & Operations
3/3/25: Sample Joint Venture Policy
3/17/25: Sample Technology Policy & Privacy Policy for Users
3/31/25: Sample Risk Assessment Worksheet
Resource Development
4/14/25: Sample Resource Development Plan
4/28/25: Sample Budget for a Fundraising Event
5/12/25: Sample Gift Acceptance Policies
6/2/25: Working with Fundraisers
Public Awareness, Engagement, & Advocacy
6/9/25: Final Checklist Before Releasing Materials to the Public
6/23/25: Sample Policy on Public Policy
The SVP Dallas Nonprofit Impact Institute supports our Partners in honing the skills and knowledge they bring to build the capacity of social impact organizations in our community. The Institute provides training and workshops for Partners who want to be better volunteers and board members and for nonprofit executives in our community. Through the generous support of our underwriters, these workshops are offered at no cost to attendees.
The Nonprofit Impact Institute (NPII) Toolkit Series, created in partnership with the Standards for Excellence Institute®, is grounded in the fundamental principle that nonprofits must “be aware of and comply with all applicable federal, state, and local laws.” The NPII Toolkit Series is designed to assist 501(c)(3) charitable nonprofits with general guidance on management and governance to provide valuable information to help nonprofit leaders navigate laws relevant to their organizations. This information is not intended as legal advice and should not be relied upon as a substitute for professional legal counsel. For guidance on specific legal requirements, including state and local laws, or for advice on your unique situation, please consult an attorney.