Articles and guides for charity teams

Practical charity finance guidance on reserves policy, how to set reserve levels, and how trustees can review them clearly and consistently over time.

The honest test for whether a charity merger serves the mission, the structured alternatives, and the trustee discipline that produces a real decision.

The plain explanation of what cover a UK charity genuinely needs, what is optional, and the questions trustees should ask the broker at every renewal.

What good charity governance looks like: governing versus managing, building the right board, and running meetings that decide rather than just update.

A practical, vendor-neutral whitepaper on the financial management discipline that separates resilient under-£1m charities from fragile ones - and the specific

UK trustee guide to charitable trading boundaries: primary purpose income, small trading exemptions, subsidiary triggers, and board checks for tax and risk.

Practical charity governance guidance on repairing the chair and CEO relationship, clarifying roles and protecting board performance under pressure in charities.

A practical framework for charity financial resilience: setting reserves from your own risk, managing cash flow, and stress-testing income before a shock hits.

How UK charities can improve board reporting for digital and fundraising by focusing on outcomes, risk signals, strategic context, and clear decisions.