Articles and guides for charity teams

Methods that produce defensible UK charity benchmarks, the data sources that actually apply, and the trustee oversight that keeps the pay framework fair.

A working risk register that fits on two pages and actually changes decisions - the practical fields, the maintenance rhythm, and the traps that turn most

The most common cause of charity finance trouble is misunderstanding restricted funds. Plain explanation, budgeting steps, and policies that prevent issues.

How UK charities handle restricted funds under SORP: definition, common mistakes, finance system setup, designated funds, reconciliation, and audit triggers.

Compare receipts & payments and accruals accounting for charities: when to use each method, how they differ, and when to make the switch to accruals.

A practical path from spreadsheet chaos to one trustworthy Power BI dashboard for charity fundraising, finance and impact, using existing Microsoft 365 licences.

Plain-English auto-enrolment duties for small UK charities: workforce checks, qualifying schemes, contributions, compliance declarations, and re-enrolment.

Measure charity impact without complex tools: theory of change, key questions, post-activity surveys, simple data collection, and quarterly analysis.

Launch a monthly giving program for your charity: convert existing donors, set up payment tech, build retention strategy, and calculate the long-term ROI.