Digital
Backup policy
Backup policy is a charity digital term for reducing cyber and operational risk through preventative controls and tested recovery capability.
Glossary
Charity terms in plain English
Definitions for finance, governance, fundraising, digital and operations terms, with clear practical examples for charity teams.
Showing 23 termsClear filters
Finance
Bank reconciliation
Bank reconciliation is a charity finance term for maintaining accurate and balanced financial records through consistent transaction tagging and account reconciliation.
Operations
Baseline assessment
Baseline assessment is a charity operations term for establishing experimental baselines and control indicators to measure true service impact and delivery value.
Fundraising
Behavioural triggers
In fundraising, Behavioural triggers refers to an operating term used for increasing supporter retention and lifetime value through better proposition and stewardship design.
Operations
Benefits realisation
Benefits realisation is a charity operations term for running safe, consistent, and measurable service delivery across teams and locations.
Fundraising
Bid no bid criteria
Bid no bid criteria is an operating term in fundraising focused on managing grant lifecycles from bid to reporting while meeting funder terms and deadlines.
Governance
Board appraisal
Board appraisal is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, documented, and accountable.
Governance
Board assurance framework
Board assurance framework is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and accountable.
Governance
Board diversity matrix
Board diversity matrix is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, documented, and accountable.
Fundraising
Board fundraising dashboard
In fundraising, Board fundraising dashboard refers to an operating term used for structuring board and committee oversight so decisions are lawful, documented, and accountable.
Governance
Board minutes
In governance, Board minutes refers to an operating term used for structuring board and committee oversight so decisions are lawful, documented, and accountable.
Governance
Board paper
Board paper is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and accountable.
Governance
Board quorum
In governance, Board quorum refers to an operating term used for structuring board and committee oversight so decisions are lawful, documented, and accountable.
Digital
Bounce management
Bounce management is an operating term in digital focused on protecting sender reputation and inbox placement for supporter and donor communications.
Finance
Budget governance checklist
In finance, Budget governance checklist refers to a checklist used for planning and monitoring financial resilience against delivery risk and income volatility.
Finance
Budget governance framework
In finance, Budget governance framework refers to a framework used for planning and monitoring financial resilience against delivery risk and income volatility.
Finance
Budget governance model
In finance, Budget governance model refers to a framework used for planning and monitoring financial resilience against delivery risk and income volatility.
Finance
Budget governance policy
Budget governance policy is a charity finance term for planning and monitoring financial resilience against delivery risk and income volatility.
Finance
Budget variance
Budget variance is an operating term in finance focused on planning and monitoring financial resilience against delivery risk and income volatility.
Governance
Business continuity governance
Business continuity governance is an operating term in governance focused on identifying, logging, and resolving operational risks before they become major service failures.
Operations
Business continuity plan
In operations, Business continuity plan refers to a plan used for identifying, logging, and resolving operational risks before they become major service failures.
Digital
Business intelligence
Business intelligence is a charity digital term for configuring marketing automation platforms, backend integration layers, and user tracking scripts to streamline engagement.
Finance
Business rates relief
Business rates relief is an operating term in finance focused on managing physical charity estates, statutory property reliefs, and asset maintenance to ensure operational safety.