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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32 resources found
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- 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 - 6.2C077
Sabbatical Programs for Nonprofit Leaders
A how-to guide for foundations that want to fund sabbaticals for nonprofit leaders, written from the Durfee Foundation's own programme. It explains why funders should sponsor rest, then covers legal points, eligibility, applications, selection, cover for the leader's job, orientation, awards, reporting, evaluation, peer support, retreats and budget. It ends with a list of 9 other funder sabbatical programmes. Funders use it to design and run a programme.
ClassicKey manual or guideFree - 10.1C130
Catalyzing Networks for Social Change
A guide for grantmakers who want to work with a network mindset. It describes 5 network approaches: weave social ties, access diverse perspectives, build and share knowledge openly, create infrastructure for wide engagement, and coordinate resources and action. Later sections cover how foundations can cultivate networks, the roles they can play, a tool on traits of a healthy network, and how to assess network impact. It ends with resources and a glossary.
ClassicKey manual or guideFree - 12.4C164
Digital Security & Grantcraft Guide
An introductory guide that helps funders judge whether grantees face digital security threats and how to support them. It explains the difference between passive monitoring and remote intrusion and suggests a case-by-case approach in 3 steps: triage, recalibration and reaction. It gives 7 questions for funders to ask about grantees' security systems, encourages short and long term security plans, and adds an annex on travel security.
ClassicKey manual or guideFree - 6.4C082
Resiliency Guide
A discussion and self-assessment guide that helps funders and nonprofits talk openly about the pressures nonprofits face and reflect on organisational strengths and weak spots. First developed in 2014, it has gone through several versions and draws on the 2020 study Resilience at Work. Grantmakers use it to decide where, when and how to invest in capacity building, and grantees use it with their funders.
Start hereCurrentTool or templateFree - 7.5C099
A Practical Guide to Measuring and Managing Impact
A guide from EVPA for venture philanthropy funders, social investors and the organisations they support on putting impact measurement into practice. It was launched in 2013 and updated in 2015, and gives practical tips for each of 5 steps in the impact measurement process. Funders use it to agree impact measures with the organisations they back and to build measurement into their investment process.
ClassicKey manual or guideFree - 4.1C043
A Guide to Building a Successful Leadership Development Program
A step-by-step guide for organisations that design or fund leadership development programmes. It draws on evaluations of the fellowship programmes run by Schusterman and the Rockwood Leadership Institute. It sets out 5 recommendations: make space for openness, develop emotional intelligence, build relationships on purpose, design a sound coaching approach and promote collaboration across sectors. It also includes a programme-building checklist, evaluation findings and further reading on equity in leadership development.
CurrentKey manual or guideFree - 14.1C181
Guidelines for Comprehensive Fiscal Sponsorship
A short paper setting out administrative, financial and legal good practice for comprehensive fiscal sponsorship, where a host nonprofit takes a project in as its own programme. It was written by a group of fiscal sponsors who practise this model, many working for social justice. Sponsors use it to set their own standards. Project leaders and funders use it to judge whether a sponsor runs the arrangement well.
ClassicKey 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 - 10.1C134
User Guide: Network Mapping
A short user guide to network mapping, also called social network analysis, for nonprofits and funders. It explains how to measure and map the relationships between people or organisations in a network, usually shown as a map of entities and their links. It shows how positions and groupings in the map reveal the roles members play and how information moves between them. Teams use it to plan a first mapping exercise.
CurrentTool or templateFree - 13.1C168
Strengthening Nonprofit Capacity: Core Concepts in Capacity Building
A primer for grantmakers on supporting grantee capacity. It defines nonprofit effectiveness, capacity and capacity building, and covers trust between funders and grantees, links to funder strategy, grantee and funder readiness, and 5 types of support from unrestricted grants to collective capacity building. It sets out 3 principles: contextual, continuous and collective. Each section ends with questions for grantmakers, and a final section covers measuring impact.
Start hereClassicKey manual or guideFree - 4.1C041
Coaching and Philanthropy: An Action Guide for Nonprofits
A guide for nonprofit leaders who are thinking about coaching. It draws on 3 years of data from the Coaching and Philanthropy Project, gathered from coached leaders, coaches, intermediaries and funders. Sections explain what coaching is, what it yields for leaders and organisations, common barriers and when to use it. A practical part covers readiness, finding and selecting a coach, running the engagement, paying for it and checking results. Case examples close the guide.
ClassicKey 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 - 10.1C129
The State of Network Evaluation
A framing paper for funders, network leaders and evaluators who want to assess networks for social change. It explains why networks matter, what makes them distinct, which parts of a network can be evaluated, and which designs, questions and methods fit. It closes on challenges for the field. A companion casebook from Network Impact, Evaluating Networks for Social Change, describes real funder-led network evaluations and their results.
ClassicKey manual or guideFree - 13.3C177
The Effective Exit: Managing the End of a Funding Relationship
A practical guide for grantmakers on ending a funding relationship well. 6 sections cover why exits are normal, communicating clearly with grantees, strengthening grantees' organisational capacity, helping them find new funding, getting the most from the final grant, and exits that are not routine. It includes exit strategies from 4 grantmakers and a sample Healthy Nonprofit Checklist from the New York Foundation.
Start hereClassicKey manual or guideFree - 10.3C139
Transactions, Transformations, Translations
A report for funders and movement groups on how to measure movement building. It argues for metrics that capture both transactional and transformational change, with a matrix across 10 movement-building strategies. It looks beyond single organisations to whether groups can act together as a larger force, and asks that measures be co-created with the field. Recommendations cover new measures, capacity to use them, leadership development and movement-level metrics.
ClassicKey manual or guideFree - 12.3C162
Choosing Your AI Path: A Framework for Nonprofit Leaders to Make Strategic Choices
An article and framework that help nonprofit leaders decide how to use AI. It sorts choices into 3 dimensions: augment internal operations, advance mission and programmes, and advocate on AI governance and policy. Each dimension has field examples, strategy elements and low-cost no-regrets actions. A section sets out what institutional funders can do for grantees. Companion worksheets help teams apply the framework.
EmergingKey manual or guideFree - 1.3C010
How to Build an Organisational Development Plan
A toolkit for Indian NGOs and their funders that takes an organisation from diagnosis to an OD plan. The plan document walks users through 4 steps to find where the NGO falls short and plan improvements. A companion Organisational Development Assessment Guide covers 13 capabilities and helps teams choose a short list to work on first. Bridgespan built it with 5 Indian intermediaries as part of Pay-What-It-Takes India. It is licensed CC BY 4.0.
Start hereCurrentTool or templateFree - 7.4C096
Feedback Resources
A resource page from Feedback Labs that groups tools for listening to the people organisations serve into 3 stages. Getting started includes research, a feedback tools repository and funder listening guides. Establishing practice includes the Feedback Quiz, a crash course and Listen4Good's step-by-step guide to equity-centred feedback. Later resources include LabStorms, a fellowship and a conversation deck. Nonprofits and funders use it to build feedback loops.
Start hereCurrentKey online resourceFree - 8.4C110
Full Cost Resources
A free collection of Nonprofit Finance Fund materials on the full cost of running a nonprofit. It contains the Full Cost Framework, 3 practices for getting started and building a full cost budget, a page on the 6 full cost areas, a short video series, and the Full Cost Communication Guide. The guide gives tips and sample scenarios for conversations between nonprofits and funders about grant terms.
Start hereCurrentTool or templateFree - 14.2C189
Social Business Model Canvas
A method page from Elrha's Humanitarian Innovation Guide for innovation teams in humanitarian and development work. It explains the Social Business Model Canvas, Tandemic's version of the Business Model Canvas. The social version separates funders from users, splits the value created for each and adds a box for impact measures. A team session takes 2 to 3 hours, and the page advises reviewing the canvas over time.
CurrentTool or templateFree - 13.4C179
Deciding Together: Shifting Power and Resources Through Participatory Grantmaking
A guide to participatory grantmaking, where funders share funding decisions with the communities they serve. It explains why and how funders around the world do this, drawing on input from participatory grantmakers. It covers models, challenges, lessons learned and good practice for inclusive grantmaking. Funders use it to design a participatory process or to explain the approach to boards and staff.
Start hereClassicKey manual or guideFree - 2.2C023
Developing a Theory of Change
Guidance for funders and programme teams planning social change efforts. Part 1 explains theory of change concepts, benefits and limits. Part 2 gives step-by-step guidance, exercises and examples for writing an equitable theory of change. Part 3 provides fillable templates for components, assumptions and audiences. Part 4 shows example models. The guide stresses equity and community engagement, and it replaces a 2004 guide the foundation commissioned from ORS Impact.
CurrentKey manual or guideFree - 7.2C091
A Developmental Evaluation Companion
A 70-page guide to developmental evaluation for people working on new or fast-changing initiatives and the funders who back them. After a foreword by Michael Quinn Patton, it has 3 sections: introducing developmental evaluation, grappling with its challenges, and designing one. It follows Gamble's earlier primer. Evaluators, innovators and funders use it to decide whether developmental evaluation fits and how to set one up.
CurrentKey manual or guideFree - 9.4C127
Shifting the dial
A 16-page NPC guide for charities, funders and consultants who run or back policy change campaigns. It covers 3 areas: planning a campaign with impact in mind, choosing the right tools to evaluate it, and learning and improving as the campaign goes on. It draws on examples from several UK organisations. Teams use it to track progress, adjust strategy and respond to changes in the policy environment.
ClassicKey manual or guideFree - 1.5C214
Nonprofit Lifecycles
A short book that sets out seven stages a nonprofit can pass through: idea, start-up, growth, maturity, decline, turnaround and terminal. For each stage it describes what programmes, management, governance, resources and systems typically look like. Leaders, boards, funders and consultants use it to place an organisation on the curve, spot the area that lags behind the others and plan capacity work that fits the stage. Copies are sold through the Nonprofit Lifecycles Institute and partners such as SaskCulture.
Start hereClassicKey manual or guideBook - 10.1C131
Net Gains
A handbook by Peter Plastrik and Madeleine Taylor for people who build and run networks for social change. It covers how such networks form, grow and are managed, and it shares lessons on using networks to reach large-scale impact. Network coordinators, members and funders use it to plan a network's design, growth and coordination, and to compare their own experience with others.
Start hereClassicKey manual or guideFree - 4.3C052
Leadership Transition: Overcoming the Threat of Founders Syndrome
A short INTRAC Praxis paper on leadership transitions in civil society organisations, with a focus on founders stepping down. It describes these transitions as rocky and risky yet normal. Drawing on the experiences of several CSOs in the global South that have been through the process, it suggests how founders, boards and funders can make the handover smoother. It expands on a series of INTRAC blogs from 2016 and is a free PDF.
ClassicKey manual or guideFree - 6.3C080
What's the Point of the Revolution if We Can't Dance?
A book based on the experiences of more than 100 women human rights activists around the world. It looks at how activists keep going over time, covering fear, hope, exhaustion, grief, pleasure, humour and spirituality, and practical problems such as lack of funding, conflict inside movements and burnout. Activists, movement groups and funders use it to talk about collective care. Free PDFs are available in 6 languages.
ClassicKey manual or guideFree - 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
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