Articles and guides for charity teams

Practical charity digital and data guidance on privacy basics, consent, retention and the simple steps charities can take with confidence every day.

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.

Most cases for support read like a charity brochure with prices added. The structure, voice and evidence that move donors and trusts from interest to a gift.

Step-by-step UK guide to business rates relief for charity premises: mandatory and discretionary relief, evidence packs, council decisions, and appeal routes.

Identify major donor prospects, build long-term relationships, create a structured 12-month cultivation roadmap, and close your first significant major gifts.

Assess your charity digital foundations and build a prioritised upgrade roadmap: score email, CRM, analytics, website, data governance, and team capability.

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 to build a charity fundraising strategy from scratch: choosing the right income streams, setting realistic targets, and matching the plan to your capacity.