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Every operational answer your nonprofit needs — grant compliance, board governance, 990 filings, donor pipelines — filed and searchable. No more Googling at midnight.

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What's inside
the archive.

847 documents across 12 operational categories. Every one written by nonprofit practitioners — not consultants billing $300/hour.

GRANT COMPLIANCE · BOARD GOVERNANCE · 990 FILING · DONOR RETENTION · VOLUNTEER MANAGEMENT · STRATEGIC PLANNING · HR POLICIES · COMPLIANCE FRAMEWORKS · GRANT COMPLIANCE · BOARD GOVERNANCE · 990 FILING · DONOR RETENTION · VOLUNTEER MANAGEMENT · STRATEGIC PLANNING · HR POLICIES · COMPLIANCE FRAMEWORKS · GRANT COMPLIANCE · BOARD GOVERNANCE · 990 FILING · DONOR RETENTION · VOLUNTEER MANAGEMENT · STRATEGIC PLANNING · HR POLICIES · COMPLIANCE FRAMEWORKS · GRANT COMPLIANCE · BOARD GOVERNANCE · 990 FILING · DONOR RETENTION · VOLUNTEER MANAGEMENT · STRATEGIC PLANNING · HR POLICIES · COMPLIANCE FRAMEWORKS · GRANT COMPLIANCE · BOARD GOVERNANCE · 990 FILING · DONOR RETENTION · VOLUNTEER MANAGEMENT · STRATEGIC PLANNING · HR POLICIES · COMPLIANCE FRAMEWORKS · GRANT COMPLIANCE · BOARD GOVERNANCE · 990 FILING · DONOR RETENTION · VOLUNTEER MANAGEMENT · STRATEGIC PLANNING · HR POLICIES · COMPLIANCE FRAMEWORKS ·

The Complete Grant Compliance Playbook

From LOI to close-out report: every template, deadline tracker, and funder communication script your development coordinator needs. Written for orgs under $500K annual budget with federal funding.

84
Pages
23
Templates
11
Checklists
990Restricted Funds2 CFR 200Federal Grants
41 documents in this playbookUnlock →

Board Onboarding & Governance Framework

Stop losing institutional memory every time a board member rotates off. This playbook covers orientation packets, conflict-of-interest policies, committee charters, and the exact meeting minutes format that satisfies most state AG offices.

62
Pages
17
Templates
8
Policy Drafts
BylawsCOI PolicyMeeting MinutesState Filing
28 documents in this playbookUnlock →

First Major-Gift Pipeline Builder

The playbook your development coordinator needs on day one. Prospect research methodology, cultivation timeline templates, ask scripts for gifts $5K–$50K, and a 12-month stewardship calendar that actually works for a two-person shop.

71
Pages
14
Scripts
6
Tracking Sheets
Moves ManagementStewardshipProspect ResearchAsk Ratios
37 documents in this playbookUnlock →
847 documents total·12 operational categories · Updated quarterly
Browse Full Library
4,200+
Nonprofit teams
actively using Codex
847
Documents
across 12 categories
93%
Audit pass rate
among Codex users
6.2 hrs
Saved per week
per operations staff

From the orgs that used it first.

Youth Futures Alliance
$800K budget · Chicago, IL
VERIFIED
"I inherited a compliance mess when our operations director left. I found the Single Audit checklist in Codex at 11 p.m. on a Tuesday. We filed clean."
Executive Director, 14 months tenure
140+
Hours saved
first 90 days
0
Audit findings
after Codex
8
Board policies
documented
Westside Community Health
$2.1M budget · Portland, OR
VERIFIED
"Built our first major-gift pipeline using the Codex donor playbook. Closed three gifts over $10K in six months. My ED thought I had done this before."
Development Coordinator, first major gift role
$18K
First ask closed
month 4
$94K
Pipeline value
active prospects
87%
Stewardship rate
12-month retention

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