Non-profit Provider Evaluation Checklist

Tool

Non-profit Provider Evaluation Checklist

Use our comprehensive Non-Profit Provider Evaluation Checklist to assess vendors and service providers. Evaluate alignment with your mission, compliance, cost-effectiveness, and impact to make informed, values-driven decisions.

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Additional Resources

Nonprofit Plans

Non-profit Retirement Plan Comparison Chart

This chart compares 401(k) and 403(b) plans side by side, covering eligibility, compliance, contribution limits, and investment options.

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What’s a 401(a) Retirement Plan and Why Should You Care

A 401(a) plan is a retirement savings option for government and nonprofit employees. Learn how it works, how it compares to a 401(k), and how it helps your employees save with employer contributions and tax-deferred growth.

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Why Governmental 457(b) Plans Matter for Your Organization

A 457(b) plan is a retirement savings option for government employees. It offers tax-deferred growth, flexible contributions, and no early withdrawal penalty—making it a smart alternative to a 401(k).

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