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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7 resources found
- Search: nonprofit finance fund
- 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 - 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 - 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 - 8.4C109
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 - 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 - 1.5C215
Growth of Youth-Serving Organizations
A free study by Bridgespan, commissioned by the Edna McConnell Clark Foundation, of 20 US youth-serving nonprofits that grew substantially. It looks at how they grew, what growth did to their finances, how their structures changed, including adding a chief operating officer, more formal systems and new board roles, and what helped or held them back. It comes as a white paper, executive summary and 20 case studies that leaders and funders use to plan for growth.
ClassicResearch and evidenceFree - 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
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