How to access Pentacle nextSteps Templates
Pentacle nextSteps has created a series of useful templates to help you manage finances, handle bookings, and raise funds.
To access our templates, please follow the below steps:
1. Activate Live Chat by clicking on the icon in the lower right of your screen (even if Live Chat is offline, you can still access the templates)
2. In Live Chat, enter your name and email, and annual budget if desired
3. In the Live Chat question field, type the name of the template you want from the below list (e.g., Budget Template)
4. You will receive a link to a Template Directory, where you can access the templates
Current templates available via Live Chat:
- Operating Budget Template
- Project Budget Template
- Cash Flow Template
- More to come!
If you have technical issues with the above steps, let us know by contacting us directly through nextSteps@pentacle.org.
If you have other questions about templates or requests for specific types of templates, please complete our nextSteps Template request form.
Want to stay up-to-date as the nextSteps Live Chat options and topics expand?
Join our Newsletter here.
By providing my email, I understand that Pentacle may send me emails and updates about their programs and services.
I understand I can opt-out or unsubscribe from the email list at any time by clicking the link at the bottom of any email.
Latest Blog Posts
What is an Independent Contractor?
What is an Independent Contractor?What types of professions work as Independent Contractors? In the professional services world, we know that lawyers, doctors, accountants, and others often provide their services to the general public as independent contractors....
3 Terms Every Artist in Accounting Should Know
3 Terms Every Artist in Accounting Should KnowThese terms are essential for artist accounting Chart of Accounts It is important that your organization's money moves are informed and precise. In coordination with your Budget and Financial Reports, a consistent Chart of...
How to Apply for a Grant Through a Fiscal Sponsor
How to Apply for a Grant Through a Fiscal Sponsor Fiscal Sponsorship can help navigate the grant process Fiscal sponsors help open doors for nonprofit grants One of the many benefits of having fiscal sponsorship is the ability to apply for grants usually only...