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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5 resources found
- Search: ngo financial management
- 8.2C106
Financial Management for Humanitarian and Development Professionals Guide
A free guide to the basics of financial management for projects in development, humanitarian and conservation work. It is written for staff who are not finance specialists, such as project managers and programme leads. It links to an optional certification exam in English and Spanish. The guide is released under a Creative Commons BY-NC 4.0 licence, so teams can adapt and reuse it for internal training.
Start hereClassicKey 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 - 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 - 8.1C202
Fundraising for Success
A short guide from INTRAC's Common Ground Initiative for small and diaspora NGOs that have little time, staff or fundraising experience. It explains why fundraising needs a strategy, and how a small organisation can plan where its money will come from, who will raise it and how. It is part of a series of guides for small NGOs that includes one on governance.
ClassicKey manual or guideFree - 8.1C105
Change the Game Academy
A free online learning platform for community-based organisations that want to raise money and support from their own communities. It has 2 self-paced courses. Local Fundraising covers proposal writing, fundraising communication and donor relations. Mobilising Support covers winning commitment from stakeholders and decision makers, lobbying, social accountability and communication. Users create an account and follow the courses at any time. A Green version for groups managing natural resources launched in 2025.
CurrentKey online resourceFree with sign-up
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