Articles and guides for charity teams

A preference centre is one of the cheapest retention tools a charity has - if supporters actually use it. The design and copy choices that make the difference.

A proportionate volunteer governance framework for UK charities - protects volunteers and the organisation without excessive paperwork or specialist help.

Most charity board packs are too long, too late and too kind. A tighter six-section template that earns trustees' attention and makes board meetings shorter.

Most charity lead-scoring projects fail under their own weight. A three-tier model, refreshed weekly, outperforms complex builds for a fraction of the cost.

A vendor-neutral guide for charities choosing or replacing a CRM in 2026 - the questions that matter, the real trade-offs, and how to avoid a failed migration.

A repeatable charity case study structure that reads like real people, not press releases - with a consent, voice and editorial checklist to get right first.

Most charity donor segmentations have too many segments and not enough decisions. A leaner, behaviour-led model that holds up under real campaign pressure.

A short, honest diagnostic for your charity's CRM - five questions that reveal where the system is quietly leaking value. No consultants or demos required.

You have 160 characters to explain who you are, who you help, and why a stranger should care. A five-minute exercise to fix your charity's social bio.