Professional-grade. Ready to use.
Every toolkit includes a "How to Use This Document" guide — so you implement it right, the first time.
Nonprofit Startup Kit
Everything you need to launch with confidence
Most PopularStarting a nonprofit without the right foundation costs time, money, and credibility. This kit gives you the exact documents, policies, and systems used by established organizations — from day one.
Who it's for: New nonprofit founders, board chairs, and Executive Directors in their first year of operations.
What's Included
- Articles of Incorporation template
- Bylaws template (board-ready)
- Conflict of Interest Policy
- Board Member Agreement
- First Board Meeting Agenda & Minutes
- EIN application checklist
- 501(c)(3) preparation checklist
- "How to Use This Kit" guide (2 pages)
Grant Readiness Assessment Toolkit
Know exactly where you stand before applying
High ValueMost nonprofits apply for grants before they're truly ready — and get rejected. This toolkit helps you assess your readiness, close your gaps, and walk into every application with confidence.
Who it's for: Nonprofits preparing to apply for their first major grant or returning after a rejection.
What's Included
- 30-point Grant Readiness Assessment
- Organizational readiness scorecard
- Document checklist (funders look for these)
- Common rejection reasons + how to fix them
- Grant calendar template (12-month)
- Grant tracker spreadsheet
- "How to Use This Toolkit" guide
Strategic Planning Workbook
Lead your board through a real strategic plan
Most nonprofit strategic plans sit in a drawer. This workbook is built for implementation — with board exercises, goal-setting frameworks, and accountability tools that actually get used.
Who it's for: Executive Directors and board chairs ready to lead a strategic planning process without hiring a $5,000 consultant.
What's Included
- Full 3-year strategic plan template
- SWOT analysis facilitation guide
- Mission & vision alignment exercise
- Goal-setting worksheet (SMART format)
- Board retreat agenda template
- Implementation tracker
- "How to Use This Workbook" guide
Board Governance Toolkit
Formerly: Conflict of Interest Policy
A missing or poorly written Conflict of Interest Policy can cost your nonprofit its 501(c)(3) status. This toolkit goes beyond the policy — giving you everything needed to govern with integrity.
Who it's for: Board members, Executive Directors, and nonprofit attorneys who need compliant governance documents fast.
What's Included
- IRS-compliant Conflict of Interest Policy
- Annual board disclosure form
- Board member roles & responsibilities guide
- Common governance mistakes to avoid
- Implementation checklist
- "How to Use This Toolkit" guide
Board Meeting Minutes Bundle
12 months of professionally formatted minutes
Sloppy or missing board minutes are one of the top IRS red flags during audits. These templates keep you organized, compliant, and professional — every single meeting.
Who it's for: Board secretaries, Executive Directors, and nonprofit administrators who run or record board meetings.
What's Included
- 12 monthly meeting minutes templates
- Annual meeting minutes template
- Special/emergency meeting template
- Robert's Rules quick reference card
- Minutes filing & retention guide
- "How to Use This Bundle" guide
More value. One purchase.
Curated combinations of our best toolkits — priced to save you money and deliver everything you need in one place.
Board Governance Bundle
- Board Governance Toolkit ($29)
- Board Meeting Minutes Bundle ($19)
- Strategic Planning Workbook ($49) — partial
- Bonus: Board Orientation Checklist
Nonprofit Startup Bundle
- Nonprofit Startup Kit ($97)
- Board Governance Toolkit ($29)
- Grant Readiness Assessment Toolkit ($79)
- Bonus: First-Year Compliance Checklist
Grant Success Bundle
- Grant Readiness Assessment Toolkit ($79)
- Strategic Planning Workbook ($49)
- Bonus: Grant Narrative Outline Template
- Bonus: Funder Research Worksheet
Everything.
Always updated.
Members get unlimited access to every toolkit in our library — plus monthly grant opportunities, compliance reminders, new downloads as they're released, and monthly office hours with PQI Advisors.
- Access to all current and future toolkits
- Monthly grant opportunity digest
- Compliance deadline reminders
- New downloads added monthly
- Monthly Q&A office hours
- Priority email support
Simple. Immediate. Professional.
Choose Your Toolkit
Select the individual toolkit, bundle, or Vault membership that fits where your organization is right now.
Instant Download
Complete your purchase and get immediate access. No waiting, no scheduling — your files are ready in seconds.
Read the Guide
Every toolkit includes a short "How to Use This Document" guide. Read it first — it saves you hours of confusion.
Implement & Thrive
Customize the templates to your organization and put professional systems in place — the same day you purchase.
100% Satisfaction Guarantee
If you download a toolkit and it doesn't deliver what was promised, contact us within 7 days for a full refund. No questions asked. We stand behind every document we create because we've used them ourselves for 25+ years.