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
10 resources found
- Search: nonprofit budget
- 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 - 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 - 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 - 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 - 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 - 8.4C109
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 - 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 - 14.2C188
Thinking Through the Business Model
A short worksheet from Nonprofit Finance Fund that helps a nonprofit team describe its business model. It has 6 prompts: mission, market (who receives services and who pays for them), programmes, expenses, revenue and outreach. Teams fill it in together, often before a budget or strategy session, to see how the parts connect and where money and mission pull apart.
Start hereClassicTool or templateFree - 14.2C187
The Mission Model Canvas
A short Strategyzer article presenting the Mission Model Canvas, a version of the Business Model Canvas for mission-driven organisations. Revenue streams become mission achievement, customer segments become beneficiaries, cost structure becomes mission cost or budget, channels become deployment and customer relationships become buy-in and support. Teams print the canvas and fill each box to test how their model creates value for beneficiaries and funders.
ClassicTool or templateFree - 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
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.