David’s list of VALUABLE WEBSITE LINKS for Canadian nonprofit/charity leaders.

  1. COVID-19 ASSISTANCE FOR NONPROFITS & CHARITIES (8 links here):: (a) Imagine Canada has a terrific overview of updated resources and information click here; (b) tough times may call for tough action click here; (c) five nonprofit financial must-do’s click here; (d) financial leadership in midst of impossible choices click here; (e) ZOOM meeting best practices – several links including the guide at the bottom of this page click here; (f) ZOOM “fatigue” explained click here; (g) how to combat this fatigue by HBR click here; and (h) secrets of successful virtual Board meetings (Canadian website but not written for nonprofit Boards but still very helpful) click here.

  2. OUR 3 MOST POPULAR DOCUMENTS FROM OUR NEWSLETTERS IN PAST 12 MONTHS:  (5 links here):: (a) 7 Keys to a Vibrant Board click here;  (b) 7 Characteristics of a Thriving Workplace click here for regular wording OR click here for healthcare wording; (c) a simple tool to customize for your organization and add as a pre-cursor to your annual staff performance reviews [including your lead staff person providing this to the Board]: click here; and (d) if you are interested, click here to subscribe to our online newsletter (no charge, approximately 4 newsletters per year).

  3. LEADERS: THE 4 DISCIPLINES OF A HEALTHY ORGANIZATION  Wealth of resources (including how to build trust and how to fight “death by meeting”) from a truly steady hand in Patrick Lencioni… Click here and scroll down.

  4. BOARD BEST PRACTICES (8 links here):  this American article “Challenging Conventional Wisdom” is good [please note: American governance articles often have an emphasis on fundraising which in the past has not been an emphasis for many Canadian nonprofit Boards but is growing] click here.  Plus 7 more links – a goldmine of help here from: a) Canadian resource – click here sample policies & governance tools and tips; b) from the U.S. click here for free download resources; and here to purchase the terrific “nonprofit policy sampler” 3rd edition $90 – PDF download and c) from Canada for larger nonprofits/charities click here (and then in search box type “20 questions not-for-profit”  and d) for smaller organizations without staff support click here for “Grassroots Governance” and interesting story “janitor in the boardroom” click here  and e) one of my favourite topics – “founder’s syndrome” click here and here.


  5. RE-THINKING “STRATEGIC PLANNING” (4 links here):   Please email David (david@nonprofithelp.ca) to see our best practice Strategic Plan template.  Click here for our Strategy services.  Online resources: a) click here and scroll for several excellent articles, b) click here what role should the board play in strategic planning, c) click here if you have a board but no staff (yes you can still be strategic!), and d) click here and in search box type “20 questions not-for-profit strategy”


  6. MANAGING STAFF (Canadian – 2 links here): 1) Excellent H.R. Toolkit (whether you have human resource staff or not) created by www.hrcouncil.ca (which now seems to have folded … however) you can access principles here – I suggest starting with “I am a board member”  which is on the right side of the page.  2) “20 Questions” booklet click here and in search box type “20 Questions” 


  7. NONPROFIT BOARD LIABILITY EXPLAINED (Canadian – 2 links here):  One of the best written, still very useful, click here. And from a law firm’s perspective click here

  8. LEGAL RISK MANAGEMENT CHECKLISTS (Canadian):  click here for separate nonprofit, charity and church checklists from this well-regarded law firm for charities

  9. OPERATIONAL RISK MANAGEMENT (Canadian – 3 links here):  A valuable 20 Questions PDF click here.  Volunteer Canada/Public Safety Canada has this Best Practice Screening (10 Steps of Screening Handbook PDF). From the USA here is my favourite risk website for charities and nonprofits with a goldmine of  articles and checklists :  click here for nonprofitrisk.org

  10. INSURANCE FOR NONPROFITS (4 links here):Here is a helpful Volunteer Alberta overview click here Insurance Toolkit. Here are two documents David wrote click here for a short list of liability policies (I suggest you talk to an insurance broker about #1, #2 and #3 if you have paid staff at the least) and click here for Explaining Liability Insurance Policies.  Finally, click here and view starting page 33 for Nonprofit specific – 20 Questions regarding Directors’ and Officers’ liability insurance  Email David (david@nonprofithelp.ca) for his free document “12 questions to email your Insurance broker 2 months before your organization’s insurance renewal”.

  11. RISK MANAGEMENT POLICY CREATION:  Yes it’s American so keep eye on Canadian law, but it’s customizable, and the best out there.  Low one-time fee and the site keeps updating!  Multiple best practice wording choices on over 150 different policies. click here 

  12. CHARITIES & THE C.R.A. (Canadian – 2 links here):   click here requirements for charities  and click here for CRA’s own checklists and resources

  13. FINANCIAL MANAGEMENT & CAPACITY BUILDING:  Budgeting, Records & Financial Statements and Audits, click here (thanks again to Imagine Canada) and several great links on many areas including capacity building  click here.

  14. OVERALL BEST PRACTICE STANDARDS (Canadian)  73 Standards for all Nonprofits and Charities cover board governance, staff management, volunteers, fundraising and finance click here.   Not just for large charities (Level 1 sets standards for nonprofits/charities with under 5 staff).  A who’s who of Canadian charities have adopted these.

  15. IF YOU NEED A BOOST – PERSONAL LIFE (9 links here):   A few of my favourite finds: 1) this amazing senior in his 70’s on the importance of playing click here2) click here to read article and see both picture on policeman and man he saved ; 3) click here for picture – shark takes his leg, he’s back surfing with prosthetic leg in those waters; 4) building character in your kids from “character lab” click here; 5) help for health & diet with NOOM click here; 6) help with sleep which is such a core issue for many leaders I meet click here; 7&8) if you are interested in “faith” but not necessarily “church” here is a video series my wife and I find valuable click here and one of the planet’s top current scientists on faith & science (leading U.S. COVID-19 vaccine work) in a non-religious journal click here; and 9) for men particularly (and teenagers — we have four!) a fast-growing (non-religious) movement I believe strongly in click here.

QUESTION FOR YOU:  Do you know of a great website you think should be up here?  Please email david@nonprofithelp.ca QUESTIONS FOR DAVID:  Please email me anytime on any of these topics, I want to help your nonprofit or charity if you are in Canada. My email address:  david@nonprofithelp.ca Thank you for all the good you do, David Hartley, B.A., C.R.M. (Canadian Risk Management)