Resource Hub
Tools, templates, and guides to support your financial and real estate readiness
About the Hub
From reviewing your financial position, to determining what you can afford, and locating the perfect space–there’s lots to do to prepare for a real estate project. To help you move from idea to action, we’ve assembled curated real estate and financial management resources to help fuel your impact.
Real Estate Readiness Toolkit
This learning series includes short videos, paired with downloadable tools, designed to help nonprofit leaders learn the essentials of real estate at their own pace.
Financial Readiness
Financial management and budgeting tools to assess an organization’s financial health and readiness to prepare for a real estate project.
Financial Decision Making Road Map
Navigate strategic financial decisions, regardless of budget size or organizational phase.
Financial Ratios Worksheet
Assess financial health by calculating key liquidity and loan ratios using your existing financial statements.
Budget Scenario Planner
Analyze various budget scenarios to compare outcomes, plan strategically, and understand financial impacts of key decisions.
Revenue Risk Calculator
Assess revenue risks and adjust projections based on the likelihood of securing funding.
Monthly Cash Flow Projection Budget
Track cash flow over the course of the year to manage timing of deposits and withdrawals and prevent overcommitting resources.
Program-Based Budget
Organize revenues and expenses by program, revealing true program costs.
Quarterly Budget
Track performance, adjust plans, and build long-term financial resilience through quarterly analysis.
Multi-Year Budget
Plan long-term goals, track variances, and manage growth or change effectively over multiple years.
5-Year Capitalization Budget
Plan multi-year reserves for programs, operations, and future investments.
Financial Management 101
Learn financial management basics, including understanding statements, budgeting, and cash flow for effective short-term planning in this 1.5 hour recorded…
Financial Management 201
Review budgeting processes and tools to support mid-term financial planning, building on Financial Management 101’s short-term planning concepts in this…
Financial Management 301
Explore long-term financial planning, including budgets and best practices to create multi-year plans for organizational stability in this 1.5 hour…
Real Estate Readiness
Tools to assess an organization’s capacity and readiness to prepare for a real estate project.
Commercial Real Estate Glossary
This glossary covers terms related to commercial leasing, the real estate development process, and community development more broadly.
Development Roadmap for Nonprofits
Confidently guide your organization through each phase of the real estate development process.
Organizational Capacity Self-Assessment
Assess your organization’s real estate readiness by evaluating capacity, leadership, financial stability, and project preparedness
Real Estate Committee Primer
Learn how the Real Estate Committee guides decision-making and oversight throughout the organization’s real estate development projects.
Sample Board Resolution
Empower staff to explore a real estate opportunity while creating a committee for Board oversight and engagement.
Facility Strategic Planning
Guidance to help organizations clarify their space needs, location priorities, and project vision before launching a facility project.
Community Facility Visioning Guide
Create a clear, concise vision statement for your real estate project.
Location Evaluation Worksheet
Compare potential sites objectively, scoring factors like access, cost, and community alignment.
Space Calculator
Figure out how much space your organization needs in both minimum and ideal scenarios.
Space and Location Survey
Use this customizable survey template to gather stakeholder feedback on space and location for your facility project.
Development Team Roles
Review key development team roles, showing who helps when and how they support your real estate project.
Development Team Worksheet
Track team members, identify staffing gaps, and organize referrals and consultant contacts for your project.
Lease or Buy Guide
Evaluate strategic, financial, and operational factors for property decisions.
Leasing Timeline
Review the key steps for leasing a commercial space and personalize it to track your progress.
Guide to Office and Lease Terms
Learn about office building classes and lease types for informed discussions with landlords
Acquisition & Financing
Support for navigating site control, financing options, and fundraising strategies for a real estate project.
Affordability Calculator
Estimate how much you can afford to spend or borrow on a property based on your rent or current savings.
Site Control Roadmap
Navigate the legal, financial, and procedural steps of securing a real estate site.
Touring Checklist
Conduct thorough office space evaluations during property tours so you can compare spaces objectively.
Components of a Successful Capital Campaign
Learn if your organization’s has the key components to undertake a capital campaign.
Capital Campaign Checklist
Track your progress in every stage of a capital campaign with this comprehensive checklist.
Capital Campaign Funding Source Worksheet
Track key details about each funding opportunity for your facility project.
NMTC Primer
Learn how New Market Tax Credits (NMTC) can attract investment for projects in low-income communities.
How to Use New Markets Tax Credits
Learn about NMTCs from real-world experts and case studies of successful projects in this 1.5 hour recorded webinar.
Guide to Charitable Bargain Sales
Learn how charitable bargain sales can help nonprofits acquire property below market value.
Case Statement Template
Incorporate the work you did throughout the Toolkit series to make a case for community investment in your organization’s future.
Case Statement Pitch Deck Template
Clearly share your vision for why your organization is taking on a real estate project and what will improve as…
11 Ways to Negotiate Your Lease
Use these tips to negotiate favorable lease terms for your organization.
Operations & Asset Management
Information to help organizations effectively operate, maintain, and steward their building after acquisition.
Facility Operations Manual Outline
Review the key components of a comprehensive Facility Operations Manual.
Sample Facility Operations Manual and Plan
Preview what an effective FOM looks like for a nonprofit facility.
Sample Preventative Maintenance Schedule
Explore the many components of building maintenance that property owners must plan for.
Sample Capital Needs Assessment
Get familiar with the CNA, a powerful tool for property owners.
