Forwardable one-pagers · Jarvis Learning Assistant
Forwardable one-pagers · print or save as PDF

Three documents an executive director can forward to their board. Print each page to PDF (Ctrl/Cmd+P) — use the Tweaks control to print one at a time.

JLAJarvis Learning Assistant Forwardable · 01 of 03
Document 01 · usually due Friday

The grant application

Most nonprofit grants are written by people already doing three other jobs — and every application starts from scratch. The rebuild keeps a living library of your organization's language, outcomes, and history, so a first draft takes an afternoon instead of a week. AI does the assembly. Your staff keep the judgment.

AI drafts Organizational background Drafted from your language library — past applications, annual reports, your own words.
AI drafts Program narrative Assembled from past applications and your outcome data — not invented.
Your numbers Budget justification Your real budget; AI structures the narrative around it.
You approve Final review & submission Read top to bottom by the ED. No application leaves without staff sign-off.
The time ledger
Beforea week of evenings
Afterone afternoon + your review
Why this matters now 66.5% of Canadian charities hold restricted project funding — each grant with its own reporting requirements. (Charity Insights Canada Project)
Curious whether this fits? Book The Honest Hour — a free one-hour call, no pitch at the end. Connor Jarvis · Toronto · GTAjarvis.ca.cr@gmail.com · calendar.app.google/aKskHdfMx2K37b5o9
JLAJarvis Learning Assistant Forwardable · 02 of 03
Document 02 · three weeks behind

The donor letter

In most small nonprofits, communications is one desk. Donors who gave once don't hear anything real until the next ask — and most don't give twice. AI drafts the stewardship pieces from your gift records and program notes; your team adds what a tool can't know, in minutes instead of evenings.

AI drafts Opening Drafted from the gift record and donor segment — specific, not generic.
AI drafts What your gift did Pulled from your program notes — real outcomes, stated plainly.
You add this The line only you can write The conversation at the open house. AI can't know the handshake.
You approve Sign-off & send Signed by a person the donor has actually met. Every send is approved by staff.
The time ledger
Beforethree weeks behind
Afterminutes per letter, same week
Why this matters now Overall donor retention sits at 43.3%; for first-time donors it has stayed near 20% for years. (AFP Fundraising Effectiveness Project)
Curious whether this fits? Book The Honest Hour — a free one-hour call, no pitch at the end. Connor Jarvis · Toronto · GTAjarvis.ca.cr@gmail.com · calendar.app.google/aKskHdfMx2K37b5o9
JLAJarvis Learning Assistant Forwardable · 03 of 03
Document 03 · every quarter, somehow a surprise

The board report

Finance lives in one system, donor records in another, program outcomes in a spreadsheet nobody's opened since March. AI synthesizes the raw exports into one structured draft — and the part that matters, what the board should actually worry about this quarter, stays yours.

AI drafts Financial summary Synthesized from your finance export — numbers reconciled once, not by hand.
AI drafts Program outcomes From the tracker nobody's opened since March — attendance, waitlists, outcomes.
You frame this What deserves the board's attention Judgment, not assembly. The framing stays with your leadership.
You approve Approve & circulate Reviewed by the ED before it reaches a single board member.
The time ledger
Beforedays of copy-paste, every quarter
Afterone working session + your framing
Why this matters now 36% of nonprofits ended 2024 with an operating deficit — the highest in ten years of sector data. (Nonprofit Finance Fund)
Curious whether this fits? Book The Honest Hour — a free one-hour call, no pitch at the end. Connor Jarvis · Toronto · GTAjarvis.ca.cr@gmail.com · calendar.app.google/aKskHdfMx2K37b5o9