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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Operations

Editorial workflow

Editorial workflow is a charity operations term for standardizing day-to-day procedures and content flows to ensure quality, consistency, and repeatability in delivery.

Operations

Eligibility criteria

Eligibility criteria is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay consistent.

Digital

Email authentication checklist

In digital, Email authentication checklist refers to a checklist used for protecting sender reputation and inbox placement for supporter and donor communications.

Digital

Email authentication framework

In digital, Email authentication framework refers to a framework used for protecting sender reputation and inbox placement for supporter and donor communications.

Digital

Email authentication plan

Email authentication plan is a plan in digital focused on protecting sender reputation and inbox placement for supporter and donor communications.

Digital

Email authentication playbook

In digital, Email authentication playbook refers to a checklist used for protecting sender reputation and inbox placement for supporter and donor communications.

Digital

Email deliverability

Email deliverability is an operating term in digital focused on protecting sender reputation and inbox placement for supporter and donor communications.

Fundraising

Emergency appeal

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

Finance

Endowment funds

Endowment funds is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and managing non-cash asset valuations.

Governance

Equality diversity and inclusion policy

Equality diversity and inclusion policy is a charity governance term for clarifying oversight, accountability, and regulatory compliance in trustee decision-making.

Digital

Error budget

In digital, Error budget refers to an operating term used for planning and monitoring financial resilience against delivery risk and income volatility.

Operations

Escalation matrix

Escalation matrix is an operating term in operations focused on identifying, logging, and resolving operational risks before they become major service failures.

Finance

Ethical investment policy

Ethical investment policy is a charity finance term for planning and monitoring financial resilience against delivery risk and income volatility.

Fundraising

Event risk register

Event risk register is a charity fundraising term for identifying, logging, and resolving operational risks before they become major service failures.

Finance

Ex gratia payment

Ex gratia payment is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and managing non-cash asset valuations.

Governance

External audit findings

External audit findings is a charity governance term for conducting external reviews, meeting constitutional duties, and addressing internal audit recommendations to maintain governance oversight.

Governance

Extraordinary general meeting

Extraordinary general meeting is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, documented, and accountable.