Glossary

Charity terms in plain English

Definitions for finance, governance, fundraising, digital and operations terms, with clear practical examples for charity teams.

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Fundraising

Campaign attribution window

In fundraising, Campaign attribution window refers to an operating term used for increasing supporter retention and lifetime value through better proposition and stewardship design.

Digital

Canonical URL

In digital, Canonical URL refers to an operating term used for improving search discoverability through technical hygiene and intent-led content structure.

Operations

Capacity planning

Capacity planning is a charity operations term for managing staff capacity, operational logs, and data security procedures to maintain delivery resilience.

Fundraising

Capital appeal

Capital appeal is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and stewardship design.

Finance

Capitalisation policy

Capitalisation policy is a charity finance term for valuing and tracking physical or digital assets over their useful life while accounting for value reduction and ownership.

Fundraising

Case for support

Case for support is a charity fundraising term for crafting fundraising propositions, analyzing prospect donor networks, and measuring marketing outreach metrics to optimize campaigns.

Operations

Case management

In operations, Case management refers to an operating term used for coordinating frontline service delivery so access criteria and handoffs stay consistent.

Finance

Cash flow forecast

In finance, Cash flow forecast refers to an operating term used for planning and monitoring financial resilience against delivery risk and income volatility.

Finance

Cash reserve months

In finance, Cash reserve months refers to an operating term used for planning and monitoring financial resilience against delivery risk and income volatility.

Fundraising

Challenge event fundraising

Challenge event fundraising is a charity fundraising term for building localized community, corporate, or tribute-based support networks to drive sustainable donor acquisition.

Operations

Change control board

Change control board is a charity operations term for structuring board and committee oversight so decisions are lawful, documented, and accountable.

Digital

Channel attribution

Channel attribution is a charity digital term for measuring supporter interactions across web and marketing channels to capture accurate performance insights.

Governance

Charity Commission return

Charity Commission return is an operating term in governance focused on meeting formal reporting rules and legal duties set by state and sector regulators to protect charity status.

Finance

Chart of accounts

Chart of accounts is an operating term in finance focused on structuring the general ledger, separating duties, and reporting management figures to control financial transactions.

Digital

Chatbot fallback flow

In digital, Chatbot fallback flow refers to an operating term used for configuring marketing automation platforms, backend integration layers, and user tracking scripts to streamline engagement.

Fundraising

Christmas appeal

Christmas appeal is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and stewardship design.

Governance

CIO

A CIO is a Charitable Incorporated Organisation, a legal structure that gives a charity corporate status and limited liability without separate company registration.

Operations

Clinical governance

Clinical governance is a charity operations term for managing staff capacity, operational logs, and data security procedures to maintain delivery resilience.

Governance

Code of conduct

In governance, Code of conduct refers to an operating term used for ensuring employment compliance, staff wellbeing, and professional workplace standards across the charity.

Finance

Commissioned services income

In finance, Commissioned services income refers to an operating term used for managing outbound spend and inbound service contracts through formal sourcing, selection, and performance monitoring.

Governance

Committee terms of reference

Committee terms of reference is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and accountable.

Fundraising

Community fundraising

In fundraising, Community fundraising refers to an operating term used for building localized community, corporate, or tribute-based support networks to drive sustainable donor acquisition.

Operations

Competency framework

In operations, Competency framework refers to a framework used for running volunteer operations with clear role boundaries, training standards, and safeguarding controls.

Operations

Complaints handling process

Complaints handling process is a charity operations term for protecting people from harm and ensuring incidents are escalated and governed correctly.