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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- 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 - 12.3C160
Nonprofit AI Policy Builder
A free online tool that helps a nonprofit draft its own AI policy covering governance, data privacy, risk management and ethics. Users share their mission and AI use, choose a light, standard or advanced policy, and answer tailored questions. The tool uses generative AI to draft the policy, which the team then edits and publishes. A draft takes about 20 minutes and needs no sign-up.
Start hereCurrentTool or templateFree - 12.3C159
Artificial Intelligence (AI) Ethics for Nonprofits: Toolkit
A workshop kit that helps nonprofits design, deploy and use AI responsibly. This first part focuses on the principle of fairness. It contains a facilitator guide, a master slide deck, case studies, key AI and machine learning terms, AI ethics concepts and an example Miro board. Participants learn AI ethics basics, then apply fairness to humanitarian and international development use cases.
CurrentTool or templateFree - 12.3C161
The Artificial Intelligence (AI) Suitability Toolkit for Nonprofits
A toolkit that helps nonprofits judge whether an AI or machine learning solution is a good fit before they build, buy or use it. It aims to build in-house ability to assess AI options, anticipate problems and make informed decisions, with attention to transparency, data governance and traceability. It is meant for project managers, developers and system operators in nonprofit organisations.
CurrentTool or templateFree - 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 - 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 - 8.1C104
Fundraising for Social Change
A 496-page how-to handbook for small and mid-sized nonprofits that want to build a broad base of individual donors, written with racial, economic and climate justice groups in mind. It covers fundraising infrastructure, hiring a development director, working with consultants and coaches, budgeting and planning, and handling financial trouble. Spotlight sections carry reflections from working fundraisers. Teachers get a free instructor's manual and online extras.
Start hereClassicKey manual or guideBook - 15.3C198
The Matrix Map
An article setting out a 4-step method for judging programmes and fundraising activities on both mission impact and profitability. Teams list every business line, score impact on a 1 to 4 scale, work out whether each line makes a surplus or needs a subsidy, then plot the results on a grid. The 4 quadrants, Stars, Hearts, Money Trees and Stop Signs, guide what to grow, contain, nurture or close.
ClassicTool or templateFree - 8.1C103
Fundraising Bright Spots
A research report from the Resetting Development project, which grew out of the UnderDeveloped study of nonprofit fundraising. It tells the stories of social change organisations that raise steady money from individual donors. It is for nonprofit leaders, boards and fundraising staff. Readers use the cases to rethink who owns fundraising in their organisation. A 2017 companion, Fundraising Bright Spots in Action, follows programme participants as they change their approach.
ClassicResearch and evidenceFree with sign-up - 15.3C197
Ten Nonprofit Funding Models
An article that sorts large nonprofits by how they raise money and names 10 funding models, from Heartfelt Connector and Member Motivator to Public Provider and Market Maker. For each model it describes the typical funders and organisations and the questions leaders should ask to test the fit. Leaders and boards use it to name their current model and discuss where to focus fundraising.
Start hereClassicKey online resourceFree - 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 - 9.1C112
A Practical Guide to Integrated Communications
A workbook from Idealware that helps nonprofit staff plan communications across channels as one system. It has 18 worksheets in 4 sections: getting started with a self-assessment and an ideal channel mix, planning a campaign with schedules and a week-by-week calendar, planning ongoing maintenance content, and combining both into an integrated week and a longer-term plan. Teams can work through it from start to finish or use single worksheets.
ClassicTool or templateFree - 9.1C113
Communications Toolkit
A toolkit by R. Christine Hershey of Cause Communications for nonprofit staff who run communications with limited resources. It draws on national audits of nonprofit communications needs. It explains how to write a communications plan and set a budget, and gives tools for raising awareness and funds. The print edition has 71 pages, an index and 9 loose worksheets. Teams use it to build or review a basic communications plan.
ClassicKey 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 - 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 - 8.2C107
StrongNonprofits Toolkit
A free set of financial management tools for nonprofit finance staff and leaders. It is organised by topic: budgeting, navigating uncertainty, cash flow, operations, data and analysis, audit readiness, and governance and strategy. Downloads include a financial risk self-assessment, an equity in financial management self-assessment, a financial infrastructure self-assessment and a fiscal management activities calendar in Excel. Short videos from BDO explain equity in the finance function.
ClassicTool or templateFree - 8.4C109
The Nonprofit Starvation Cycle
A short article on why nonprofits underfund overhead such as IT, finance systems, training and fundraising. It describes a 3-stage cycle: funders expect low overhead, nonprofits feel pressure to match, then underspend and underreport their costs. It cites data on real versus reported overhead rates. Closing sections set out what funders can do, such as general operating support, and what nonprofit leaders and boards can do.
ClassicShort readFree - 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 - 4.4C058
Management in a Changing World
A management handbook from The Management Center for managers in nonprofits, education and social change groups. It follows Managing to Change the World and pairs the Center's established tools with new approaches and stories. Topics include building relationships, delegating, setting roles and goals, prioritising and deciding, developing staff, giving and receiving feedback, handling performance problems, managing up and sideways, and building a healthy team culture.
Start hereCurrentKey manual or guideBook - 6.1C075
Employee Wellbeing Survey for Nonprofit Organizations
A 12-question staff survey template for nonprofit teams that takes about 5 minutes to complete. It covers retention, workload and boundaries, burnout risk, purpose, psychological safety, manager and team support, pay fairness and organisational care, plus 1 open question. Responses are anonymous. Leaders run it twice a year, or quarterly in periods of change, then pick 1 or 2 actions and report back to staff within 2 weeks.
Start hereEmergingTool or templateFree with sign-upNonprofit Builder tool - 4.1C044
Nonprofit Leadership Development Toolkit
A free toolkit for nonprofits that want to grow leaders from within. It comes with the Bridgespan article How Nonprofit Leadership Development Sustains Organizations and Their Teams. It contains sample competencies from Bridgespan's competency bank, a 70-20-10 development plan template that a manager and staff member fill in together, and guidance on rolling the approach out across an organisation's systems and culture. It is a download from the article page.
CurrentTool or templateFree - 4.1C046
Nonprofit Leader All-Rounder 360
A 360-degree feedback survey for nonprofit leaders with 74 questions across 16 leadership domains. The leader rates themselves and invites colleagues, board members and staff to rate them, so self-view can be compared with others' views. It takes about 30 minutes to complete and is meant to be repeated every 6 to 12 months. Org360 produces a report with scores, strengths, growth areas and a development plan.
EmergingTool or templateFree with sign-upNonprofit Builder tool - 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 - 9.1C114
The Role of Brand in the Nonprofit Sector
An article from the Spring 2012 issue of Stanford Social Innovation Review for nonprofit leaders, communicators and funders. The authors observe that many nonprofits still use their brand mainly for fundraising. They describe a shift toward using brand to pursue long-term social goals and to build internal identity, cohesion and capacity. They set out the brand IDEA framework: brand integrity, brand democracy, brand ethics and brand affinity. Readers use it to rethink the job of a brand.
ClassicShort readFree with sign-up - 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 - 12.2C158
Data Maturity Assessment
A free online self-assessment that gives a snapshot of an organisation's data and AI maturity. It scores 3 areas: purpose, practice (data quality, security, ethics and infrastructure) and people (leadership, talent and culture), plus a separate AI score. Results come in a shareable format for talks with colleagues and funders, with recommended guides and resources for next steps. It is aimed at social impact organisations, government agencies, funders and universities.
CurrentTool or templateFree with sign-up - 8.2C201
Cash Flow Projection Template
A free Excel template from Nonprofit Finance Fund for projecting cash coming in and going out each month across the year. It shows the expected cash balance month by month, so you can spot periods when cash will run short and estimate how much working capital you need to cover them. The page includes a short video on how to use it.
CurrentTool or templateFree - 8.4C111
True Program Costs
A free guide and editable Excel template for working out the real cost of each programme. It follows 11 steps, from defining programmes and setting up cost centres to allocating salaries, direct costs, administration and fundraising, then reviewing the whole. An allocation methods chart helps teams choose bases such as staff time, floor space or client numbers. Leaders use the results to price services and see which programmes need subsidy.
CurrentTool or templateFree - 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 - 6.4C203
Toolkit for Building Organizational Resilience
A free toolkit from the North Carolina Center for Nonprofits, designed with the Nonprofit Risk Management Center. It helps a nonprofit team develop or update a crisis management plan, sharpen crisis communications, write a business continuity plan that keeps essential work running during disruption, and review disaster recovery plans. You request a copy with your name, email and organisation.
CurrentTool or templateFree with sign-up
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