Resource library · free toolkits, templates and guides
The practical library for people who build nonprofits
227 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 welcome227 resources · 15 topics · 145 publishers · 210 free to use
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16 resources found
- Search: nonprofit fundraising
- 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 - 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 - 8.1C235
Beyond Fundraising: What Does It Mean to Build a Culture of Philanthropy?
The Haas, Jr. Fund's widely used guide to building a culture of philanthropy. It defines one as an organisation where everyone, board, staff and executive director, plays a part in raising resources; where fundraising is built on relationships; and where development is valued and woven into everything the organisation does. It offers practical recommendations for sharing fundraising responsibility, aligning it with the mission and keeping donors engaged.
ClassicKey manual or guideFree - 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 - 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 - 14.1C240
Nonprofit Management 101
Edited by Darian Rodriguez Heyman and Laila Brenner, this guide gathers advice from dozens of sector practitioners into one book on running a nonprofit. It covers the whole job: starting an organisation, strategy, boards and governance, fundraising, financial management, marketing and communications, staff and volunteers, and technology. Written for leaders new to the sector and for experienced managers who want to see how the pieces fit together.
ClassicKey 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 - 8.2C107
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 - 8.4C233
Nonprofit Cost Analysis Toolkit: Six Steps to Finding the True Costs of Programs
Bridgespan's step-by-step toolkit for working out what each programme really costs. It takes finance and programme leaders through six steps: decide the purpose and scope, gather financial data, allocate direct costs, allocate indirect costs, check the data, and apply what you learn. Each step comes with an explanation, and the relevant steps include blank financial templates and worked examples.
ClassicTool or templateFree - 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 - 3.1C228
Board Passages: Three Stages in a Nonprofit Board's Lifecycle
Karl Mathiasen's classic short paper on how boards change as an organisation grows. It describes three stages: the founding board, small and close to its leader or doing the work itself; the governing board, which shifts to policy, finances and sharing authority with staff; and the institutional board, larger and focused on major issues and fundraising. It closes with practical steps for moving between stages, such as term limits, regular self-assessment and a board development plan.
ClassicShort readFree - 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 - 8.2C201
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 - 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 - 8.2C242
Mission Capital
Moulaye Camara's book for executive directors, country directors and board members who look after donor funds without formal financial training. Across twelve chapters it treats financial intelligence as what keeps a mission going, with original frameworks, practical tools and case material from Africa and beyond. Topics include transparency, reserves, donor due diligence, blended finance and social enterprise. Camara has worked on civil society finance across Africa for three decades.
CurrentKey manual or guideBook
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