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Data, Operations, CRM Strategy
A practical, repeatable process to turn scattered charity data into one decision-ready dashboard your senior team will use, without hiring a BI specialist.
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Free to read · Written by practitioners
Practical guidance forpeople running charities.
Practical articles, guides and templates covering fundraising, CRM, governance, marketing and operations. Written by practitioners for the people doing the work.
Featured Insights
What charity teams are reading right now
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Communications, Governance, Fundraising
What a trustees annual report must include, how to meet the requirements, and how to write one that supporters and funders actually read rather than file away.
marketing tip
Marketing, Fundraising
How UK charities can improve transactional emails for trust and retention: receipt clarity, accessibility, supporter reassurance, and measured next-step prompts.
crm strategy
CRM, Operations
CRM strategy guide for UK charities to manage supporters who both donate and volunteer through joined-up data, communication rules, and dual-journey design.
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Fundraising, Marketing
How UK charities can maintain summer fundraising performance with lighter cadence, focused asks, segment-led messaging, and practical team capacity planning.
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Marketing, Fundraising
Practical UK charity guide to SMS fundraising: PECR consent rules, message structure, send cadence, and performance controls that protect donor trust.
Resource Hub
Guides, templates and research for charity teams
Practical guides and templates for the people doing the work.
guide
Leadership, Operations, Governance
A practical strategy method for small charity teams: set focus, choose trade-offs, and keep execution moving without long workshops or heavyweight frameworks.
guide
Technology, Operations
Practical UK charity guide to WordPress hosting decisions: uptime, security posture, backups, support SLAs, and total-cost trade-offs for small digital teams.
guide
Fundraising, Operations
Guide for UK charities comparing will-writing campaign providers by supporter journey quality, legal compliance, cost model transparency, and operational fit.
guide
Finance, Governance
A trustee-level walkthrough of UK charity VAT: business vs non-business activity, the main reliefs, irrecoverable VAT, and when a trading subsidiary is worth it.
Charity Commission Watch
Fresh guidance, policy, and research with practical action notes
Follow newly updated Charity Commission publications translated into clear next actions for trustees and senior charity teams.
guide
Trustee Guidance, Charity Law & Compliance
Practical analysis of Sales, leases, transfers or mortgages: what trustees need to know about disposing of charity land (CC28), including what changed, who is.
guide
Charity Law & Compliance, Trustee Guidance
Practical analysis of Raising a concern with the Charity Commission (CC47), including what changed, who is affected, and a 30-day checklist for trustees and.