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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14 resources found
- Search: trust at work
- 6.2C078
Trust, Rest, and Joy
A short article from the Spring 2024 issue of SSIR, in a supplement sponsored by the Trust-Based Philanthropy Project. Leaders from the Durfee and Satterberg foundations describe how they fund rest: Durfee's sabbaticals since 1997 and its Lark Awards for staff wellbeing, and Satterberg's support for a BIPOC executive director sabbatical and retreat programme. It discusses who gets to rest and why funders need to trust grantees on what restores them.
CurrentShort readFree with sign-up - 13.3C178
When Shift Happens: Navigating Toward a Framework for Responsible Philanthropic Exits
A journal article that sets out a framework for responsible exits when a foundation stops funding a field or grantee. Learning leaders from the Skillman Foundation, the California Health Care Foundation and the Pew Charitable Trusts drew on literature, focus groups, interviews with foundation staff and nonprofit leaders, and their own experience. The result is 7 core elements meant to keep a field resilient after funding ends.
EmergingResearch and evidenceFree - 10.1C133
Impact Networks
A 216-page book by David Ehrlichman for people who start, lead or fund networks of organisations working on complex problems. It covers how to build connection and trust among members, coordinate action, share governance and support self-organisation. The linked page is an excerpt on self-organisation published by Stanford Social Innovation Review. Network leaders use the book as a practical reference for running a network.
CurrentKey manual or guideBook - 13.2C176
Trust-Based Philanthropy Self-Assessment Tool
A self-assessment that helps a grantmaking organisation reflect on how far it has put trust-based philanthropy into practice. It covers 4 areas: culture, structures, leadership and grantmaking practices. Each section gives reflective prompts on how trust shows up and where practice needs work. It is available as an online interactive tool and a fillable PDF. Foundation teams use it to plan changes.
CurrentTool or templateFree - 3.3C037
A question of balance
A guide for charity chairs and chief executives on building a working relationship. Based on interviews with 22 chairs and chief executives, it weighs different approaches to the chair's part in day-to-day operations, who represents the charity in public, how close the two should be and how to balance challenge and support. It finds no single formula, so it asks both people to be self-aware, invest time and adjust when the relationship is not working.
Start hereClassicKey manual or guideFree - 4.4C230
The Four Elements of Strong Relationships
A manager's guide to building strong working relationships with staff, from The Management Center. It sets out four elements: authenticity, showing up as yourself and seeing staff as whole people; trust, built through care, integrity and competence in daily actions; power and difference, navigating identity, power and privilege with intention; and shared purpose, agreeing what the team is trying to achieve and how. Free to read online or download.
CurrentShort readFree - 13.1C243
Funding Organisational Development: From Insight to Action
Funding Organisational Development: From Insight to Action is a practical guide for funders seeking to strengthen the resilience, effectiveness and long-term sustainability of the organisations they support. Developed by Philea's Organisational Development Community of Practice and informed by experienced practitioners, it explores how funders can move beyond one-off capacity-building interventions towards more holistic, trust-based approaches that centre partner agency, equity and context. The publication offers a practical ten-step framework for designing or renewing organisational development support, addressing challenges facing civil society today.
CurrentKey manual or guideFree - 13.2C170
General Operating Support: Action Guide (executive summary)
The executive summary of GEO's 2007 action guide for grantmakers on general operating support. It covers what operating support is, why it matters, how to make it work and how to keep accountability. Foundation staff use it to decide when and how to give unrestricted grants. The full guide is not online.
ClassicShort readFree - 13.2C171
Pay-What-It-Takes Philanthropy
An article that argues funders should pay the real costs of the work they fund, in place of the common 15 percent cap on overhead. The Bridgespan authors show that indirect costs at 20 high-performing nonprofits ranged from 21 to 89 percent of direct costs, with a median of 40 percent. They describe the starvation cycle, show how cost structures differ by type of nonprofit, and propose reimbursing costs by segment.
ClassicShort readFree with sign-up - 5.2C066
The Culture Map
A book by INSEAD professor Erin Meyer on how national cultures differ at work. It sets out 8 scales: communicating, evaluating, persuading, leading, deciding, trusting, disagreeing and scheduling. Readers plot cultures on each scale to see where colleagues are likely to clash. Managers of international and multicultural teams use it to name sources of friction around feedback, decisions, trust and time, and to adjust how they work together.
ClassicKey manual or guideBook - 10.2C136
Becoming locally led as an anti-racist practice
A guide from Bond, developed by The Social Investment Consultancy, for UK-based and other international NGOs that want to become locally led. It gives a baseline view of what locally led development looks like and tools to review how each department works, from HR and finance to programmes, communications and trustees. Staff at any level use it to start internal conversations, plan organisational change and discuss funding models with donors.
CurrentKey manual or guideFree - 14.1C182
How to set up a charity (CC21a)
Online guidance from the regulator for people thinking of starting a charity in England or Wales. It works through 7 steps: decide if a charity is the right option, set its purpose, choose a structure, write a governing document, choose a name, find trustees and fund the work. The legal detail is English, but founders elsewhere use the sequence as a checklist for their own start-up decisions.
ClassicKey online resourceFree - 3.4C039
Good Governance: A Health Check
A board self-assessment tied to the Code of Good Governance (3rd edition) in Northern Ireland. It has 92 questions across 5 principles: understanding the board's role, working as a team, control and risk, integrity, and openness and accountability. Boards rate each item not met, part met or fully met, record evidence against suggested prompts and fill in an action table for each principle with actions, owners and dates.
Start hereCurrentTool or templateFree - 4.2C048
Leadership Lessons: Five Insights from Directors Sharing Power
A short article with 5 findings from co-directors who share the top job. Shared leadership reflects mission and identity. It becomes an ethos across the whole organisation, seen in practices like narrow pay ratios. It can mean more work while cutting the isolation of a solo leader. Co-leaders must manage when they speak for themselves or as a unit, including with funders who expect one contact. It depends on trust between partners.
ClassicShort readFree
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