Articles and guides for charity teams

CRM strategy guide for UK charities to manage supporters who both donate and volunteer through joined-up data, communication rules, and dual-journey design.

Governance scaling guide for medium charities growing from startup to multi-team operations: trustee expansion, committees, and delegated authority.

Small charities can run a serious safeguarding programme without hiring a specialist or buying a 200-page binder. The minimum credible setup, written for

UK charity guide to phishing simulations: realistic scenarios, learning metrics, staff trust safeguards, and governance reporting that reduces incident risk.

How UK charities register for payroll giving, work with the agencies, pitch HR teams for match funding, and forecast income from year one to year three.

How UK charities can roll out a team password manager safely: vault design, MFA enforcement, least-privilege access, and clean offboarding controls.

The Microsoft 365 nonprofit grant is generous; the configuration is not. The setup steps that turn the grant into a working productivity and security platform.

UK charity guide to Microsoft 365 nonprofit licensing: eligibility, plan selection, tenant security baseline, and setup mistakes that increase risk and cost.

A pragmatic 30-day plan to enforce multi-factor authentication across staff, trustees and volunteers, aligned to Cyber Essentials and insurer expectations.