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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16 resources found
- Search: grantmaking
- 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 - 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 - 13.2C174
Open and Trusting Grant-making commitments
A set of 8 commitments for UK funders who want to make grant-making more open and trusting. Funders commit to be clear, ask only what is needed, accept risk, decide quickly, share openly, give flexible funding, communicate purposefully and keep reporting proportionate. The commitments grew out of the COVID-19 response, and funders sign up publicly. Charities and funders use them to check grant practice.
Start hereCurrentKey online resourceFree - 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 - 13.2C170
General Operating Support: Action Guide (executive summary)
The executive summary of GEO's 2007 action guide for grantmakers on general operating support. It covers what operating support is, why it matters, how to make it work and how to keep accountability. Foundation staff use it to decide when and how to give unrestricted grants. The full guide is not online.
ClassicShort readFree - 13.2C171
Pay-What-It-Takes Philanthropy
An article that argues funders should pay the real costs of the work they fund, in place of the common 15 percent cap on overhead. The Bridgespan authors show that indirect costs at 20 high-performing nonprofits ranged from 21 to 89 percent of direct costs, with a median of 40 percent. They describe the starvation cycle, show how cost structures differ by type of nonprofit, and propose reimbursing costs by segment.
ClassicShort readFree with sign-up - 13.2C173
Making the case for unrestricted funding
A short briefing that brings together IVAR's research on unrestricted funding. It is written for foundation staff and board members who want to consider unrestricted funding and argue for it inside their organisation and with peers. It finds that the preference for restricted funding rests on familiarity and lacks evidence, accepts that restricted grants sometimes fit, and sets out the value unrestricted funding brings to charities and funders.
CurrentShort readFree - 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 - 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 - 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 - 13.1C167
Capacity Building 3.0: How to Strengthen the Social Ecosystem
A paper that proposes a new way to talk about capacity building, drawing on TCC Group's 35 years of designing and evaluating capacity-building work. It has 4 sections: core concepts and definitions of capacity and capacity building; who needs to build capacity; how the idea of capacity has changed, leading to an organisational actualisation framework; and newer methods used in effective capacity building. Funders and consultants use it to frame their approach.
ClassicResearch and evidenceFree - 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 - 13.2C172
Breaking the Starvation Cycle
A research report on whether international funders cover the administration costs of national NGOs. It draws on 81 NGOs in 10 countries and financial data from 286 restricted funding agreements with 92 funders. It finds no group of funders paid a full and fair share. Half the NGOs had 21 days or less of unrestricted reserves. It recommends full cost cover, funding for reserves and cost recovery skills, and better data on cost coverage.
CurrentResearch and evidenceFree - 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 - 13.4C180
Time to Decolonise Aid: Insights and lessons from a global consultation
A report on how structural racism keeps power in the Global North across humanitarian, development and peacebuilding work. It presents findings from a 3-day online consultation in November 2020 with 158 activists, practitioners, academics, journalists and decision-makers, who left over 350 comments. It sets out recommendations for donors, INGOs and others. The report is available in 15 languages.
CurrentResearch and evidenceFree - 5.3C071
Creating Cultures and Practices for Racial Equity
A toolbox from Race Forward for arts and cultural organisations working on racial equity. It opens with a glossary and steps for building equity into culture and practice, then gives 5 tools: an organisational equity impacts and outcomes assessment, a choice points worksheet, DreamYard's Equity Prime, the R.A.C.E. Lens and a values-based equity tool. Teams use the worksheets to review policies, programmes, grantmaking, contracts and budgets.
CurrentTool or templateFree
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