Resource library · free toolkits, templates and guides
The practical library for people who build nonprofits
211 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 welcome211 resources · 15 topics · 137 publishers · 197 free to use
Search and filter all 211 resources
6 resources found
- Search: excel template
- 8.2C201
Cash Flow Projection Template
A free Excel template from Nonprofit Finance Fund for projecting cash coming in and going out each month across the year. It shows the expected cash balance month by month, so you can spot periods when cash will run short and estimate how much working capital you need to cover them. The page includes a short video on how to use it.
CurrentTool or templateFree - 8.4C111
True Program Costs
A free guide and editable Excel template for working out the real cost of each programme. It follows 11 steps, from defining programmes and setting up cost centres to allocating salaries, direct costs, administration and fundraising, then reviewing the whole. An allocation methods chart helps teams choose bases such as staff time, floor space or client numbers. Leaders use the results to price services and see which programmes need subsidy.
CurrentTool or templateFree - 11.2C152
Sexual Exploitation, Abuse and Harassment (SEAH) risk assessment tool
An Excel tool that helps organisations identify and reduce risks of sexual exploitation, abuse and harassment in their work. It covers internal systems, work with communities, contractors, suppliers and partners, and programmes delivered in communities. Users identify where risks exist, what causes them and what they look like, then plan steps to reduce and monitor them. Versions exist for global use and for Bangladesh, Jordan, Pakistan and Syria.
EmergingTool or templateFree - 1.2C004
Organizational Capacity Assessment Tool (OCAT)
A survey-based capacity assessment that a nonprofit's leaders complete to rate the organisation across a set of capacity areas, producing scores that show strengths and gaps. Social Venture Partners and other funders use it to open a conversation with grantees about where to invest in capacity. Social Venture Partners International hosts version 1 as a free Excel workbook.
ClassicTool or templateFree - 4.3C054
Transiciones de liderazgo en la dirección ejecutiva
A practical Spanish-language guide for Latin American NGOs managing a change of executive director. It covers why transitions matter, preparing in advance, guidance for the outgoing director, key early decisions, a step-by-step hiring process, onboarding, the former director's board role and evaluating the process. It includes editable Word and Excel tools such as a transition plan, communication plan, job description, weighted selection criteria and candidate emails. It is licensed CC BY 4.0.
ClassicKey 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
Suggestion box
Know a resource we should add?
Know a practical resource we should add, or found a broken link or a mistake? Tell us.
A person reads every message. A title, a link or a few words is enough.