Resources
We are aware that there is a wide range of high quality resources on flexible funding, which can feel overwhelming. We have curated a selected list of key materials for you. Additional practical documents, templates, and case studies will be added over time. Please check back for updates.
Do you have resources to share on unrestricted funding? Get in touch!
Practical guidance
- Capturing General Operating Support Effectiveness: An Evaluation Framework for Funders and Evaluators, TCC Group
- Centering Equity through Flexible, Reliable Funding. GEO
- Core grants: The long and winding road to transformative funding, Laudes & Intrac
- Due Diligence Passporting, Humentum
- Famtastisch Foundation’s Due Diligence Framework
- From Compliance to Learning: Emerging Trends in Funder Reporting Practices
- Funding Civil Society Freedom: Models, Stories and Strategies for Making Flexible Funding Work, Peace Direct
- How to Determine Type of Funding: Decision-making Tree, Philea
- Less is more: A Toolbox for Modern Grantmakers
- Making It Happen: A Conversation Guide, CEP
- Templates & Samples. Trust-based Philanthropy Project
- Viewing Unrestricted Funds Through a Legal Lens
Evaluation reports: Impact of Unrestricted Funding
- Breaking the Mold: The Transformative Effect of MacKenzie Scott's Big Gifts, CEP
- Build Final Evaluation report, Ford Foundation
- Core Funding: Findings from the Youth Fund evaluation Paul Hamlyn Foundation
- Core funding impact stories, Imagine Canada
- People’s Postcode Lottery Funding for Impact: Understanding the perceptions and views of the organisations which receive funding from People’s Postcode Lottery
- Rapid Assessment of organisational grants in the Active Citizens Fund under the 2014-2021 EEA and Norway Grants
Case studies
- Be for Education Foundation: Combining long-term commitment, expertise and flexibility
- Esmée's insights on core funding
- Famtastisch Foundation: Focusing on partner well-being and resilience
- From charity advocate to funder convert: The case for flexible funding, the Talbot Trusts
- Funder Practices that Strengthen. Nonprofits' Resilience: Lessons from India, Bridgespan
- Funding from a Place of Trust: Exploring the value of general operating support and capacity building grants, Citi Foundation & Synergos
- How Many-Year Grants Can Transform Nonprofit Jobs and Amplify Impact. A Case Study by Fund the People of the Walter & Elise Haas Fund's Endeavor Fund
- Making the Case: Foundation Leaders on the Importance of Multiyear General Operating Support, CEP
- Philanthropy Transformation Initiative: Oak Foundation
- Postcode Lottery Group: Combining long-term partnerships with flexible funding conditions
- Unrestricted Funding, Unlimited Advantages, Segal Family Foundation
Bibliographies
- Bibliography on Core Funding for “Unlocking Potential and Supporting Resilience: A Look at The Growing Evidence for Unrestricted Funding", by Silvia Guizzardi, Oak Foundation
- Evidence Review: Why restrict grants? IVAR
- Trust-Based Philanthropy: Curated Knowledge Repository, Assifero
- Unrestricted Funding: A Practical Guide for Funders - Annotated Bibliography, Philea