District Tools

This page contains supplementary materials, documents and forms may serve as templates for RCDs throughout the state for a variety of daily management situations. The contents at this site are a collaborative effort and added document submissions are welcome.

A great deal of time over the years has been expended obtaining or creating the proper documents and legal advice necessary to successfully manage grants and projects. It is our hope that this information is found useful to fellow RCDs and that it prevents the duplication of many already existing materials.

Please note that these are documents that have been developed and used based on situational experiences and need. Some legal review has been done but we recommend that relevant documents be reviewed by your own legal counsel.
 
CARCD Financials:
2010 Audit
2009 Audit

 

CARCD Policies:
Bylaws
Financial Policies
Personnel Policies
Record Retention Policy
Travel Policy

 

Division 9: California Public Resources Code
Financial Forms:
Expense Voucher - 2011
Invoice Template
Fundrasing Resources:
12 Keys to Building a Successful Relationship with Grant Makers
Attracting New Donors to Your Annual Fund Campaign
Board Committment Form - Example
Capital Campaign Timelines
Complex Issues Affecting Major Gift Solicitation
Customizing Your LOI
Engaging Private Foundations - What You Should Know
Finding Corporate Funders
Finding Foundation Funders - The Art of Successful Research
Fundraising in Difficult Times on a Shoestring Budget
Fundraising in the One Person Development Shop
How to Engage Your Board in Fundraising 
LOI to a Community Foundation - Example
Major Gift Essentials
Major Gift Fundraising - Relationships and Shared Values
Nuts and Boltsof Effective Proposal Writing
Online Tools for Fundraising
Planned Giving
Private Foundation Grant Makers
Programing Funding Food Chain 
Proposal - Example
Sample: Advertisement, Corporate Partnership
Sample: Evaluation of Your Organization
Sample: Grant Request
Taking a Step by Step Approach to Growth
The Development Perspective: Building a Plan
Grant Management:
Grant Summary Worksheet
In-Kind Contribution Form
Contract for Service Agreement (for Sub-Contractors)
Federal Grant Forms - Office of Management and Budget
Helpful Resources:
RCD Guidebook
Directors Handbook
Brown Act Review
Media & Marketing Tools:
5 P's of Professional Service Business Marketing
Creaking and Using a Marketing Calendar Effectively
Five No-Cost Marketing Ideas
Marketing Calendar
Marketing vs. Advertising
Personnel Forms:
Hiring an Independent Contractor
District Director Description
Board vs. Staff Roles
Board vs. Staff Worksheet
Quiz: Board vs. Staff?
RCD Logos:
RCD Logo
Logo - no text
Leaf Header
Water Header