Charity Worker Templates

Charity Worker Templates

There is a huge number of templates that someone in the Charity Worker role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Charity Worker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Budget Template
2. Donation Tracker Spreadsheet
3. Volunteer Schedule Template
4. Grant Proposal Template
5. Event Planning Checklist
6. Fundraising Campaign Report
7. Board Meeting Agenda Template
8. Annual Report Template
9. Donor Thank You Letter Template
10. Impact Assessment Spreadsheet

Reports

Reports are often prepared by a Charity Worker to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Donor Contribution Report
2. Fundraising Campaign Performance Report
3. Volunteer Hours Report
4. Program Impact Report
5. Financial Statement Report
6. Grant Application Status Report
7. Event Attendance Report
8. Donor Retention Report
9. Marketing and Communications Report
10. Board Meeting Minutes Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Charity Worker does and how they do it.

1. Volunteer Recruitment SOP
2. Fundraising Event Planning SOP
3. Donor Management SOP
4. Grant Application SOP
5. Volunteer Training SOP
6. Marketing and Communications SOP
7. Program Evaluation SOP
8. Financial Management SOP
9. Community Outreach SOP
10. Annual Report SOP

Presentations

Charity Worker presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Fundraising Report
2. Volunteer Recruitment Presentation
3. Donor Appreciation Event Slides
4. Impact Assessment and Evaluation Template
5. Annual General Meeting Presentation

Legal Docs

There are several key times when a Charity Worker needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Donation Agreement Template
2. Volunteer Agreement Template
3. Non-Disclosure Agreement Template
4. Grant Application Template
5. Memorandum of Understanding Template

Health & Safety Templates

Health & Safety templates for a Charity Worker ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Charity Worker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Fundraising Calendar
2. Volunteer Schedule Calendar
3. Event Planning Calendar
4. Grant Application Deadline Calendar
5. Donor Appreciation Calendar

Invoice Templates

Several types of Charity Worker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Donation Invoice
2. Grant Invoice
3. Sponsorship Invoice
4. Event Registration Invoice
5. Membership Invoice

Survey Templates

For a Charity Worker to get insights related to the work they do, they need to send out Charity Worker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Donor Satisfaction Survey
2. Volunteer Feedback Survey
3. Program Evaluation Survey
4. Community Needs Assessment Survey
5. Fundraising Effectiveness Survey

Meeting Agendas

Having premade Charity Worker meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Board of Directors Meeting
3. Fundraising Committee Meeting
4. Volunteer Coordination Meeting
5. Program Evaluation Meeting

Budget Templates

To manage finances well, a Charity Worker would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Fundraising Budget Template
3. Program Budget Template
4. Administrative Budget Template
5. Grant Budget Template

Dashboards

Dashboards are a useful way for a Charity Worker to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Donor Engagement Dashboard
3. Program Impact Dashboard
4. Volunteer Management Dashboard
5. Fundraising Progress Dashboard

Proposal Templates

For bidding or requesting work, a Charity Worker needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Fundraising Proposal
2. Grant Proposal
3. Partnership Proposal
4. Program Expansion Proposal
5. Volunteer Recruitment Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Charity Worker templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.