Resource library · free toolkits, templates and guides
The practical library for people who build nonprofits
235 really practical toolkits, templates and guides for nonprofit and NGO leaders, and the consultants and funders who support them. A mix of the classics and newer methods.
Suggestions are welcome235 resources · 15 topics · 147 publishers · 218 free to use
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- 12.3C249
AI Opportunity & Risk Snapshot
A free self-assessment that takes about 3 minutes. A mission-driven organization answers 14 questions on leadership, skills, data, governance, tools and use cases, and gets 2 scores: how much AI is advancing its mission, and how well it is protected where informal AI use exposes it. The free result lists top strengths, missed opportunities and exposures; adding an email unlocks prioritized next steps, and a paid version gives a board-ready report. AlignIQ says answers are not stored.
CurrentTool or templateFree - 11.1C145
Security to go: a risk management toolkit for humanitarian aid agencies
A toolkit for staff who are not security specialists and need to set up basic safety and security systems in a new context or a sudden emergency. Modules are grouped into planning and preparedness, response, and support services. Topics include actor mapping, risk assessment, digital security, security plans, facility security, communications, travel safety, medical evacuation and private security providers. It contains a risk rating matrix, a security plan template, sample SOPs, checklists and a glossary.
CurrentTool or templateFree - 11.1C144
Good Practice Review 8: Humanitarian Security Risk Management
The 3rd edition of a widely used reference on security risk management for humanitarian organisations. Practitioner experts revised it over 3 years. Its 7 chapters cover foundations, ecosystems, organisational and operational elements, people, technology, and specific threats. The 2025 edition adds a person-centred approach, the security burden on national and local actors, partnership security, access and deconfliction, and digital risks such as disinformation and surveillance. Security managers use it to design policies and plans.
CurrentKey manual or guideFree - 11.3C153
Charities and risk management (CC26)
Guidance from the charity regulator for England and Wales on how trustees identify, assess and manage risks to their charity. It defines a risk as any event that could stop a charity achieving its aims or carrying out its strategies, with examples such as reputational damage, lost funding, poor investments and policy changes. Trustees use it to set up and review a risk register and to report on risk in their accounts.
Start hereCurrentKey manual or guideFree - 12.3C160
Nonprofit AI Policy Builder
A free online tool that helps a nonprofit draft its own AI policy covering governance, data privacy, risk management and ethics. Users share their mission and AI use, choose a light, standard or advanced policy, and answer tailored questions. The tool uses generative AI to draft the policy, which the team then edits and publishes. A draft takes about 20 minutes and needs no sign-up.
Start hereCurrentTool or templateFree - 11.3C154
Risk Appetite Statements: A guide for NGOs
A guide that explains what a risk appetite statement is, why it is useful and how an NGO can develop one. It focuses on security risk and shows how security risk management fits into organisation-wide enterprise risk management. Chapters cover the strategic value of a statement, its role in governance and accountability, and practical steps for putting it in place. It is written for security practitioners, senior leaders and boards.
EmergingKey manual or guideFree - 12.3C163
Pursuing the Promise of AI
A guide for African nonprofits on using AI in their programmes. It sets out 4 stages of AI adoption: explore and prepare, prove and learn, embed and operate, and sustain or scale, each with guiding questions. It draws on interviews and a focus group with over 40 nonprofits, social enterprises, funders, experts and intermediaries. It describes the type of funding needed at each stage, from risk-tolerant early capital to patient operating support.
EmergingKey manual or guideFree - 11.1C142
Protection Manual for Human Rights Defenders
A manual from Protection International that gives human rights defenders knowledge and tools for security and protection. It sets out a method for defenders to assess their own risk and to define security rules and procedures that fit their situation. The content draws on more than 25 years of staff experience and has been tested in protection work and training workshops. Trainers use it to run security and protection courses.
ClassicKey manual or guideFree - 2.1C016
Scenario Planning for Nonprofits
A worksheet toolkit that helps nonprofit leaders plan under uncertainty. Teams first agree guiding principles, then work through 4 steps: identify key drivers of programmes, operations and funding at risk; build best, moderate and worst-case scenarios and model their effect on revenue; create a portfolio of actions with costs or savings; and set measurable trigger points that tell them when to act. Leadership teams fill it in together.
CurrentTool or templateFree - 12.1C155
The Charity Digital Code of Practice 2025
A voluntary code of good practice that helps UK charities benchmark digital progress and make digital decisions. It sets out 8 principles: leadership, user led, culture, strategy, data, skills, risk and ethics, and adaptability. Separate editions exist for charities with income above and below £1 million. The 2025 update adds a data principle, AI guidance across all principles, tips on buying digital tools, and stronger cyber security and accessibility sections.
Start hereCurrentKey manual or guideFree - 8.2C107
StrongNonprofits Toolkit
A free set of financial management tools for nonprofit finance staff and leaders. It is organised by topic: budgeting, navigating uncertainty, cash flow, operations, data and analysis, audit readiness, and governance and strategy. Downloads include a financial risk self-assessment, an equity in financial management self-assessment, a financial infrastructure self-assessment and a fiscal management activities calendar in Excel. Short videos from BDO explain equity in the finance function.
ClassicTool or templateFree - 8.2C108
Internal financial controls for charities
Regulator guidance for charity trustees on the internal controls that protect funds and assets from fraud and loss. It explains how controls help trustees meet their legal duties, manage financial risk and keep proper accounting records. The page has 3 parts: the CC8 guidance, a separate page on protecting a charity from fraud, and a downloadable checklist that trustees and finance staff use to test their own controls.
CurrentKey manual or guideFree - 11.2C151
Safeguarding Resource and Support Hub (RSH)
A free online hub that helps humanitarian and development organisations, and smaller civil society organisations in particular, strengthen safeguarding against sexual exploitation, abuse and harassment. It lists over 1,300 resources, including tools, guidance, training material and how-to notes, plus 140 consultants. National hubs serve 12 countries in South Asia, the Middle East, Africa and Eastern Europe. Content is in 18 languages and follows the CAPSEAH framework.
Start hereCurrentKey online resourceFree - 9.3C124
Advocacy in restricted spaces
A toolkit from Lifeline, a consortium of 7 NGOs, for civil society groups that want to do advocacy where civic space is closed or shrinking. It uses case studies and concrete examples to show ways of advocating while keeping risk to staff and partners low. CSOs, and the funders and consultants who support them, use it to plan advocacy that weighs safety alongside impact.
CurrentKey manual or guideFree - 6.1C075
Employee Wellbeing Survey for Nonprofit Organizations
A 12-question staff survey template for nonprofit teams that takes about 5 minutes to complete. It covers retention, workload and boundaries, burnout risk, purpose, psychological safety, manager and team support, pay fairness and organisational care, plus 1 open question. Responses are anonymous. Leaders run it twice a year, or quarterly in periods of change, then pick 1 or 2 actions and report back to staff within 2 weeks.
Start hereEmergingTool or templateFree with sign-upNonprofit Builder tool - 6.4C203
Toolkit for Building Organizational Resilience
A free toolkit from the North Carolina Center for Nonprofits, designed with the Nonprofit Risk Management Center. It helps a nonprofit team develop or update a crisis management plan, sharpen crisis communications, write a business continuity plan that keeps essential work running during disruption, and review disaster recovery plans. You request a copy with your name, email and organisation.
CurrentTool or templateFree with sign-up - 12.4C166
Security in a Box: Digital Security Tools and Tactics
A free online toolkit on digital security for civil society groups at risk. It has 2 parts. Tactics guides explain basic practices such as strong passwords and protection from malicious software. Tool guides give step by step instructions to install, set up and use security software and services. A global network of activists, trainers and security experts helped build it. Users follow the guides to secure devices, accounts and communications.
Start hereCurrentKey online resourceFree - 11.2C146
Developing child safeguarding policy and procedures
A facilitator's guide for workshops that help organisations write or strengthen a child safeguarding policy and procedures. 4 sessions cover risk and mitigation, drafting or strengthening a policy, implementation, and roles and responsibilities. Exercises include a risk assessment, a SWOT analysis, a self-assessment against the Keeping Children Safe Standards, designing a reporting procedure and mapping local resources. An appendix gives notes on planning and running a learning event.
CurrentTool or templateFree - 11.1C141
Holistic Security: A Strategy Manual for Human Rights Defenders
A strategy manual that helps human rights defenders plan for their security and well-being. It joins self-care, digital security and information security with traditional security management. The online version has 4 sections that form a cycle: Prepare, Explore, Strategise and Act. Chapters cover context and threat analysis, security plans, organisational security and protests. Exercises, further reading and a separate Trainers' Manual support group workshops.
Start hereClassicKey manual or guideFree - 12.2C157
Responsible Data Handbook
A handbook on the ethics and risks of collecting and using data about people in international development work. It follows the project lifecycle: designing a project, managing data, getting, understanding and sharing data, and closing a project. Chapters can be read alone or in sequence. A team of 12 practitioners wrote it in a 3-day book sprint. It is free under a CC BY-SA 4.0 licence.
Start hereClassicKey manual or guideFree - 11.2C148
Misconduct Disclosure Scheme
An inter-agency scheme that lets aid employers share information on past substantiated cases of sexual exploitation, abuse or harassment when they check job candidates. It covers people with completed or ongoing disciplinary processes, beyond police records. Launched in 2019, it had more than 260 member organisations by March 2024, from INGOs and national NGOs to UN agencies. Between 2019 and 2023, over 137,000 checks led to 385 applications being rejected.
CurrentKey online resourceFree - 11.2C149
PSEAH Implementation Quick Reference Handbook
A quick reference handbook on putting protection from sexual exploitation, abuse and sexual harassment (PSEAH) in place in an organisation or project. It is meant for organisations starting this work and for those checking their practice against current good practice. Each chapter includes a case study on how a specific organisation tackled the topic. The full text downloads from CHS Alliance via the Safeguarding Resource and Support Hub page.
CurrentKey manual or guideFree - 11.2C150
Safeguarding & participatory grant-making: An essential guide for funders
A guide for funders on building safeguarding into participatory grant-making. It walks through planning, delivery and review, with the aim of protecting the community members who make funding decisions from harm. It includes a handout, Questions for decision makers to funders, which decision makers can use to ask whether a funder has planned for their safety. Foundation staff use it when designing or reviewing a participatory process.
CurrentKey manual or guideFree - 3.4C039
Good Governance: A Health Check
A board self-assessment tied to the Code of Good Governance (3rd edition) in Northern Ireland. It has 92 questions across 5 principles: understanding the board's role, working as a team, control and risk, integrity, and openness and accountability. Boards rate each item not met, part met or fully met, record evidence against suggested prompts and fill in an action table for each principle with actions, owners and dates.
Start hereCurrentTool or templateFree - 2.5C204
Pathways to Social Impact
A 14-page working paper from Duke's Center for the Advancement of Social Entrepreneurship, later revised for Stanford Social Innovation Review as "Scaling Social Impact". It asks what you are spreading (a programme, an organisation or a set of principles) and how: dissemination, loose to tight affiliation, or branching. Each option is tested against five R's: readiness, receptivity, resources, risk and return. Leaders and funders use its questions to pick a scaling path, including the option to wait.
ClassicShort readFree
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