# Free Non-Profit and Charity Templates Source: https://nerix.ai/templates/for/non-profits Donation receipts, membership and volunteer forms, grant applications, board minutes and resolutions, annual report summaries and the governance policies a charity is asked for. Search templates / - Popular - A to Z - Newest Filter templates Category Price ## 25 templates - [Donation receipt Receipt number: Receipt number Date received: Date received Received from Donor name Donor address (optional) Received by Organisation receiving the gift Organisation address Registration number: Registration number (optional) The gift Donation receipt Thank a donor and record the gift: who gave, how much, when, how and for what purpose. Finance and accounting](https://nerix.ai/templates/donation-receipt) - [Membership application Organisation: Name of the club or organisation Membership type: Membership type Date of application: Date of application Applicant Full name: Full name of the applicant Date of birth: Date of birth (optional) Address: Address Email: Email Phone: Phone (optional) Membership application form Collect what a club or association needs to accept a new member, with consent and a decision box. Company and legal](https://nerix.ai/templates/membership-application-form) - [Volunteer application Organisation: Organisation Role applied for: Role or area applied for Date: Date About you Full name: Full name Email: Email Phone: Phone (optional) Age group: Age group Emergency contact: Emergency contact (optional) Why you want to volunteer Volunteer application form Let people apply to volunteer: who they are, what they can do, when, and who can vouch for them. People and HR](https://nerix.ai/templates/volunteer-application-form) - [Volunteer agreement Date: Date Between Organisation name Organisation address and Volunteer's name , the volunteer. 1. Thank you Thank you for giving your time. This agreement explains what we ask of each other. It is a stat… 2. The role Role: Volunteer role Volunteer agreement Set out what a volunteer will do, what the organisation gives back, and the ground rules for both. Contracts and agreements](https://nerix.ai/templates/volunteer-agreement) - [Grant application: Project title Organisation: Organisation Status: Legal status Funder and programme: Funder and programme Contact: Contact person and details Summary Amount requested: Amount requested Total project cost: Total project cost Project dates: Project dates About us About the organisation Grant application Apply for a grant with a clear need, plan, budget, expected results and way to report back. Plans and reports](https://nerix.ai/templates/grant-application) - [Organisation annual report summary Financial year: Financial year Written by: Written by A message from the leader Message from the leader Highlights of the year Highlights of the year Results against goals Results against goals Financial summary Financial summary Annual report summary Sum up the year in plain words: results, money, people, risks and what comes next. Plans and reports](https://nerix.ai/templates/annual-report-summary) - [Minutes of the board of directors of Company name Date: Date Time: Time Place: Place or video link Chair: Chair Minutes taken by: Minutes taken by 1. Attendance Directors present: Directors present In attendance: Others in attendance (optional) Apologies: Apologies for absence (optional) 2. Quorum Board meeting minutes Record a board meeting: who was there, what was decided and the vote on each resolution. Company and legal](https://nerix.ai/templates/board-minutes) - [Board Resolution Company name Company number: Company registration number (optional) Registered office: Registered office Resolution of the board of directors The following resolution was passed How the resolution was passed on Date of the meeting… Directors present or signing: Directors present or signing Background Why the board is deciding Directors' interests declared: Directors' interests declared (optional) Resolved Board resolution Record a formal decision of the board: what was decided, who voted and who authorised what. Company and legal](https://nerix.ai/templates/board-resolution) - [Board report Give the board one clear report: how the business is doing, the risks, and what you need them to decide. Plans and reports](https://nerix.ai/templates/board-report) - [Board committee terms of reference Define what a board committee is for: members, powers, meetings, reporting and how it is reviewed. Company and legal](https://nerix.ai/templates/board-committee-terms-of-reference) - [Conflict of interest declaration Declare any outside interest that could affect your work, and record how the company will manage it. Company and legal](https://nerix.ai/templates/conflict-of-interest-declaration) - [Gift and hospitality register Record every gift and hospitality offered, given or received, with value, reason and approval. Company and legal](https://nerix.ai/templates/gift-and-hospitality-register) - [Whistleblowing policy Tell staff how to report serious wrongdoing safely, how you will respond and how reporters are protected. Company and legal Premium, €4.99](https://nerix.ai/templates/whistleblowing-policy) - [Anti-bribery policy State that you never give or take bribes, set gift and hospitality limits, and say how to report concerns. Company and legal Premium, €4.99](https://nerix.ai/templates/anti-bribery-policy) - [Equal opportunities policy Commit to fair treatment in hiring, pay and promotion, and say how people can raise a concern. People and HR](https://nerix.ai/templates/equal-opportunities-policy) - [Code of conduct Set out how everyone at your company is expected to behave, and how to raise a concern. People and HR Premium, €4.99](https://nerix.ai/templates/code-of-conduct) - [Data retention policy Say what records you keep, for how long and why, who owns them and how they are deleted. Company and legal](https://nerix.ai/templates/data-retention-policy) - [Website privacy notice Tell visitors and customers what data you collect, why, and what their rights are. Policies and terms](https://nerix.ai/templates/website-privacy-notice) - [Sponsorship proposal Ask a company to sponsor your event, team or project and show what it gets in return. Offers and proposals](https://nerix.ai/templates/sponsorship-proposal) - [Partnership memorandum of understanding Record in plain words how two organisations will work together before a full contract is signed. Sales and marketing Premium, €9.99](https://nerix.ai/templates/partnership-mou) - [Budget Plan income and costs for a period in tables that add up by themselves, with risks and approval. Finance and accounting](https://nerix.ai/templates/budget) - [Expense policy Tell staff what business costs they can claim, the limits, and how to claim and get repaid. Finance and accounting Premium, €4.99](https://nerix.ai/templates/expense-policy) - [Petty cash log Track the small cash float: each payment, receipt, top-up and the count that proves it balances. Finance and accounting](https://nerix.ai/templates/petty-cash-log) - [Event planning proposal Pitch an event with the concept, venue, programme, services and a clear budget. Offers and proposals](https://nerix.ai/templates/event-planning-proposal) - [Press release Announce news in the order journalists read it: headline, key facts, a quote and a contact. Sales and marketing](https://nerix.ai/templates/press-release) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) Templates ## Templates in this collection Funders, members and volunteers all expect a charity to be open and well run. These templates help a small team keep clear records, from the gift to the board decision, without starting from a blank page. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Non-profits and charities ## Questions people ask ### Is a donation receipt a tax document? Not by itself. Rules for tax relief on gifts differ by country, so check what your tax authority requires and add those details to the receipt. ### Which policies does a small charity need? That depends on your country and your funders. Common ones are a code of conduct, a conflict of interest declaration, a whistleblowing policy and a data retention policy. ### Are these templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do they follow my country's law? They assume no country's law. Where the rules matter, such as safety, data protection or employment, each template says to check what applies where you are, and a lawyer should read anything that carries real risk. By trade ## Templates for other trades Every trade has its own page with the documents it reaches for. [Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)