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
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- Search: finance checklist
- 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 - 8.2C199
Financial Health Check Assessment Tool
A free self-assessment for small and medium NGOs, first published by Mango as Mango's Health Check and now kept by Humentum. Any staff member or trustee can complete it without finance training. It scores the organisation on 6 areas: planning and budgeting, basic accounting systems, internal controls, staffing, grant management and financial reporting. The result is a score with recommendations and a glossary of financial terms.
ClassicTool or templateFree - 5.1C064
Human Resources (HR) Toolkit for Small and Medium Nonprofit Actors
A 32-page toolkit for small and medium nonprofit, humanitarian and development organisations that want a formal system for managing people. It offers guidance, tips and checklists for writing or strengthening HR policies, plus a set of questions to review an existing HR framework, find gaps and set priority actions. It is written for HR staff, programme and operations teams, and finance and admin managers who handle basic HR.
Start hereCurrentTool or templateFree - 8.2C200
A Budgeting Guide for NGOs
A free guide to budgeting for NGO managers and finance staff. It sets out a plan, do and review cycle for building and running a budget, a checklist for monitoring spending against the budget during the year, and tips from experienced NGO finance professionals. Managers use it to prepare annual and project budgets and to keep them on track.
CurrentKey manual or guideFree with sign-up
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