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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10 resources found
- Search: foundation review
- 13.3C178
When Shift Happens: Navigating Toward a Framework for Responsible Philanthropic Exits
A journal article that sets out a framework for responsible exits when a foundation stops funding a field or grantee. Learning leaders from the Skillman Foundation, the California Health Care Foundation and the Pew Charitable Trusts drew on literature, focus groups, interviews with foundation staff and nonprofit leaders, and their own experience. The result is 7 core elements meant to keep a field resilient after funding ends.
EmergingResearch and evidenceFree - 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 - 1.2C002
A Guide to Organizational Capacity Assessment Tools
A memo for funders, consultants and nonprofits on choosing and using organisational capacity assessment tools. Informing Change reviewed 91 assessment tools, checklists and guides for the Hewlett Foundation. Sections cover methodology, what a good assessment experience looks like, cross-cutting lessons, how to select a tool and specific situations for using one. A companion spreadsheet database lists the tools. Its main finding is that the process around a tool matters as much as the tool.
ClassicKey online resourceFree - 2.5C207
Big Enough. Simple Enough. Cheap Enough.
A short article by Kevin Starr of the Mulago Foundation on how to judge whether a solution can scale. Real scale usually depends on a "doer" and a "payer" other than the founding organisation, often government. Starr tests each model three ways: is the market big enough, is it simple enough for the doer to deliver, and is it cheap enough for the payer, benchmarked against what payers already spend. Founders use it to redesign models before scaling.
CurrentShort readFree - 6.2C078
Trust, Rest, and Joy
A short article from the Spring 2024 issue of SSIR, in a supplement sponsored by the Trust-Based Philanthropy Project. Leaders from the Durfee and Satterberg foundations describe how they fund rest: Durfee's sabbaticals since 1997 and its Lark Awards for staff wellbeing, and Satterberg's support for a BIPOC executive director sabbatical and retreat programme. It discusses who gets to rest and why funders need to trust grantees on what restores them.
CurrentShort readFree with sign-up - 13.1C169
Longitudinal evaluation of BUILD
The final report of an evaluation of the Ford Foundation's BUILD initiative, which gave grantees flexible multi-year funding and capacity support. It covers 289 grantee partners from the 2016 to 2019 cohorts, using a survey with 110 responses, 27 interviews, 4 focus groups and document review. Findings show BUILD helped impact and resilience, a second grant consolidated gains, and grantees need clear, timely word on future funding.
EmergingResearch and evidenceFree - 6.3C079
Managing Stress in Humanitarian Workers
Guidelines that help humanitarian organisations build policies and systems for staff care. They set out key principles and standards for staff psychosocial wellbeing across the deployment cycle, and apply to both national and international staff. HR teams and managers use them to review their staff care system and plan improvements. Available in 5 languages.
Start hereClassicKey manual or guideFree - 3.1C032
Guía para la Gobernanza Efectiva de Fundaciones y Corporaciones en Chile
A Spanish-language governance guide for foundations and nonprofit corporations in Chile, based on research with local organisations. It sets out a model with 4 pillars: clarity of purpose, the right board composition, how the board works and divides tasks with the executive director, and legitimacy and relations with the wider community. Annexes list recommended governance guides and the duties of board members. Boards use it to review their own practice.
CurrentKey manual or guideFree - 9.2C118
Stories Worth Telling
A guide from Georgetown's Center for Social Impact Communication and the Meyer Foundation, based on a review of storytelling at more than 150 social impact organisations. It covers 5 building blocks of a story: character, trajectory, authenticity, action-oriented emotions and a hook. It then walks through a story cycle of planning, production, distribution and evaluation, and ends on building a storytelling culture. Companion checklists and tools include a culture self-assessment and a story bank guide.
ClassicKey manual or guideFree with sign-up - 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
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