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
8 resources found
- Search: funding plan
- 15.2C193
Business Sustainability Planning and Resource Mobilization Toolkit and Training Curriculum
A toolkit and training curriculum from Pact for local NGOs and civil society groups. It helps organisations plan for financial sustainability, choose a business model suited to their own funding context and mobilise resources beyond donor grants. Capacity builders use the curriculum to run workshops. Organisations use the tools to draft their own sustainability plans. It is free under a Creative Commons BY-SA 3.0 licence.
CurrentTool or templateFree - 15.3C196
Finding Your Funding Model
A workbook for nonprofit leaders and boards choosing how to fund their organisation. It takes them through 6 steps: analyse current funding, learn from peers, narrow the range of funding model options, assess revenue potential and costs of a short list, select the models to pursue, and plan implementation. Appendices include a sample workplan, sample outputs and advice on researching funding sources.
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 - 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 - 15.3C195
Developing a Financing Strategy
A CIVICUS toolkit for civil society organisations that have not yet written a financing strategy. It explains why one is needed and what must be in place first: planning, budgeting, financial systems, public image and clear values. It then sets out the options: donor funding, earned income, member fees, public fundraising, investments and careful spending. It ends with ideas for writing the strategy document and putting it into practice.
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 - 13.2C176
Trust-Based Philanthropy Self-Assessment Tool
A self-assessment that helps a grantmaking organisation reflect on how far it has put trust-based philanthropy into practice. It covers 4 areas: culture, structures, leadership and grantmaking practices. Each section gives reflective prompts on how trust shows up and where practice needs work. It is available as an online interactive tool and a fillable PDF. Foundation teams use it to plan changes.
CurrentTool or templateFree - 10.2C136
Becoming locally led as an anti-racist practice
A guide from Bond, developed by The Social Investment Consultancy, for UK-based and other international NGOs that want to become locally led. It gives a baseline view of what locally led development looks like and tools to review how each department works, from HR and finance to programmes, communications and trustees. Staff at any level use it to start internal conversations, plan organisational change and discuss funding models with donors.
CurrentKey manual or guideFree
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.