Educational Resources

Accreditation and Recognition | Consultants | Educational Resources | Standards for Excellence

Explore the Standards for Excellence Code

SFX Code 2.0.JPG Explore the Standards for Excellence Code

The foundation of the Standards for Excellence program is the Standards for Excellence Code: An Ethics and Accountability Code for the Nonprofit Sector. The Code helps organizations strengthen boards, manage risk, realize new efficiencies, fulfill legal and regulatory requirements or otherwise build capacity to advance their missions.

In 2015 PANO released the 2.0 version of the Standards for Excellence Code! Check out the New and Improved Standards for Excellence webinar recording to learn about all the new and exciting changes!

Educational Resource Packets and Trainings

The 27 Standards for Excellence® educational resource packets provide accurate, up-to-date and legally-reviewed information on a variety of nonprofit topics, including board governance, financial controls, human resources and sample policies. All packets are free for PANO Members and only $15 regular price.

Free Resources

  • Download XLS FileBoard Evaluation Matrix Tool

    This tool gives you a snapshot of your board's make-up and assists you with board recruitment needs. Many thanks to George Higgins, board member of the Friends of the Railroad Museum in Strasburg, for enhancing the form.

    465.5 K | 10/14/2015
  • Download DOC FileBoard of Directors Annual Checklist

    Use this free checklist to ensure your board is fulfilling its operational and fiduciary responsibilities on an annual basis

    38.5 K | 3/23/2016
  • Download XLS FileFundraising Ratio Calculator Spreadsheet

    Calculate your organization's fundraising ratio using information from your IRS Form 990.

    26 K | 7/5/2013
  • Download pdfFormulario 990 Lista de Cotejo de Relaciones Públicas para Organizaciones 501 (c)( 3)

    La siguiente lista de cotejo provee a la organización un conjunto de directrices clave que afectan cómo el público lee su “historia”.

    565.95 K | 7/8/2014
  • Download pdfForm 990 Public Relations Checklist

    This list is intended for internal use with nonprofit administrators and board members in reviewing the Form 990 from a donor and funder's perspective.

    494.61 K | 11/8/2012
  • Download pdfSummary of Disclosure Requirements on Solicitations and Acknowledgments

    Have you checked your fundraising solicitations and acknowledgments recently to make sure they have the required disclosure statements. Check out this resources that you can incorporate into your fundraising procedures to ensure you “get the disclosures right!”

    128.77 K | 5/6/2015
  • Download pdfThird Party Fundraising Guide

    The Third-Party Fundraising guide contains examples, templates and suggestions to help you create policies and procedures for successful third-party partnerships and fundraising events. We are grateful to PANO volunteer David Walker, for his research and effort in creating this resource.

    383.12 K | 11/8/2012

Quick Reference for IRS Quid Pro Quo Rules

Learn the ins and outs of the IRS rules for properly documenting financial gifts from donors. Includes guidelines for contributions when no goods or services are received by the donor, amounts for low cost items, etc.

PANO logo small Standards Trainings

Standards Trainings

The Standards for Excellence offers training programs on all aspects of the Standards code. In addition we can provide custom training to meet your organization's needs.

Did you miss a webinar you wanted to attend? Recordings of our webinars can now be purchased!

Contact Tish Mogan | 717-236-8584 | tish@pano.org

Thanks to our 2016 Codebook Sponsors!

PNC_InstAssetMgmt_RGB Thanks to our 2016 Codebook Sponsors!

Special thanks to the following for their endorsement of the Standards for Excellence Program in PA through their Code Book sponsorship:

Major Sponsor:
PNC Institutional Investments

Guiding Principles Sponsor:
Mckonly & Asbury, LLP
Strategy Solutions

Committed Supporters:
BCF Group
Bee Bergvall & Company
Domenick & Associates
Hamilton & Musser, P.C
Laura N. Solomon, Esquire & Associates
Nonprofit Issues
WIPLI, LLP/Elko & Associates, LTD

How do I access the Standards for Excellence Education Packets?

How to Shop for Standards Educational Resource Packets:

1) LOGIN to PANO's website (Be sure to shop on behalf of yourself, NOT on behalf of your organization.)

2) Click "Online Store", select "Merchandise" from the drop-down menu and click "Go."

3) Choose an Ed Packet by clicking on the name. When the merchandise details page displays, click "Add to Cart."

4) You can add additional packets, or other items, to your cart by clicking "Continue Shopping" and repeating step 2. (Use the drop-down menu and click "Go" to find other items such as programs, publications and donation opportunities!)

5) When you have added all of the items you wish to download or purchase to your shopping cart, click "Check Out."


How To Access My Downloaded/Purchased Educational Resource Packets:

1) After you process your order, click "My Transactions" (left side bar).

2) You will see your packet(s) under "Downloadable Products." (Note: You can download each item five times within a one month period from the date of download/purchase. We recommend you save the item by opening the item and selecting "File" and then "Save As" from your toolbar.)

Please note: all Standards for Excellence® materials are copyrighted. PANO goes by the honor code and requests that downloaded Standards for Excellence® materials not be shared with any other organization(s) other than your own. Should another organization be interested in the materials, we ask that you please have them contact PANO staff:717-236-8584.

Contact PANO

2040 Linglestown Rd, Suite 302
Harrisburg, PA 17110
Phone: (717) 236-8584
Fax: (717) 236-8767

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