The technical assistance worksheets with Microsoft Excel templates below were developed based on common questions and issues that arise as a nonprofit takes on a renovation or development project.

Planning a Real Estate Project

No. 1: Assessing Your Organization's Program and Facilities Needs [PDF 58KB]
No. 2: Projecting New Operations and Monthly Cash Flow [PDF 64KB]
No. 2: Accompanying Microsoft Excel Template [Excel 51KB]
No. 3: Paying for a Real Estate Project [PDF 83KB]
No. 4: Selecting a Capital Campaign Consultant [PDF 58KB]
No. 5: Determining How Much Your Organization Can Borrow [PDF 58KB]
No. 6: Making a Facility Decision [PDF 87KB]

Managing a Real Estate Project

No. 7: Approaching a Real Estate Project [PDF 65KB]
No. 8: Creating a Project Development Budget [PDF 90KB]
No. 8: Accompanying Microsoft Excel Template [Excel 46KB]
No. 9: Selecting a Project Manager [PDF 83KB]
No. 10: Selecting an Architect [PDF 83KB]
No. 11: Selecting a General Contractor [PDF 87KB]
No. 12: Fundamentals of Purchasing Real Estate [PDF 91KB]
No. 13: Projecting Your New Occupancy Budget [PDF 61KB]
No. 13: Accompanying Microsoft Excel Template [Excel 28KB]
No. 14: Applying for Property Tax Exemption [PDF 102KB]

Complete set of 14 worksheets [PDF 202KB]


Our real estate experts also offer complimentary tools and resources to support nonprofit organizations who are planning projects, including, podcasts covering real estate and financial topics and in-person presentations.