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: nonprofit finance template
- 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 - 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 - 8.4C110
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 - 8.2C107
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 - 5.1C064
Human Resources (HR) Toolkit for Small and Medium Nonprofit Actors
A 32-page toolkit for small and medium nonprofit, humanitarian and development organisations that want a formal system for managing people. It offers guidance, tips and checklists for writing or strengthening HR policies, plus a set of questions to review an existing HR framework, find gaps and set priority actions. It is written for HR staff, programme and operations teams, and finance and admin managers who handle basic HR.
Start hereCurrentTool or templateFree
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