Finance
Payroll giving
In finance, Payroll giving refers to an operating term used for increasing supporter retention and lifetime value through better proposition and stewardship design.
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
Peer to peer fundraising
Peer to peer fundraising is an operating term in fundraising focused on building localized community, corporate, or tribute-based support networks to drive sustainable donor acquisition.
Finance
Pension auto-enrolment
Pension auto-enrolment is a charity finance term for ensuring employment compliance, staff wellbeing, and professional workplace standards across the charity.
Finance
Permanent endowment
Permanent endowment is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and managing non-cash asset valuations.
Digital
Phishing simulation
Phishing simulation is a charity digital term for configuring marketing automation platforms, backend integration layers, and user tracking scripts to streamline engagement.
Fundraising
Pledge conversion
In fundraising, Pledge conversion refers to an operating term used for crafting fundraising propositions, analyzing prospect donor networks, and measuring marketing outreach metrics to optimize...
Governance
Policy cycle
Policy cycle is a policy in governance focused on coordinating general trustee meetings, maintaining policy reviews, and managing organizational conflict registers to ensure lawful governance.
Operations
Policy exception process
In operations, Policy exception process refers to a policy used for managing staff capacity, operational logs, and data security procedures to maintain delivery resilience.
Governance
Policy exception register
Policy exception register is a charity governance term for coordinating general trustee meetings, maintaining policy reviews, and managing organizational conflict registers to ensure lawful...
Operations
Premises risk assessment
Premises risk assessment is a charity operations term for identifying, logging, and resolving operational risks before they become major service failures.
Finance
Primary purpose trading
In finance, Primary purpose trading refers to an operating term used for managing charity-owned trading activities and subsidiaries to generate unrestricted funding while maintaining tax compliance.
Governance
Privacy notice
Privacy notice is an operating term in governance focused on managing personal data lawfully with clear risk controls before high-impact processing begins.
Operations
Process map
Process map is an operating term in operations focused on standardizing day-to-day procedures and content flows to ensure quality, consistency, and repeatability in delivery.
Governance
Procurement policy
Procurement policy is a policy in governance focused on managing outbound spend and inbound service contracts through formal sourcing, selection, and performance monitoring.
Operations
Procurement workflow
Procurement workflow is a charity operations term for managing outbound spend and inbound service contracts through formal sourcing, selection, and performance monitoring.
Operations
Programme logic model
Programme logic model is a framework in operations focused on defining and measuring the causal link between charity activities, social outputs, and long-term community benefits.
Operations
Project initiation document
Project initiation document is a charity operations term for defining core operational models, lessons inventories, and baseline plans to direct service delivery.
Fundraising
Prospect pipeline
Prospect pipeline is an operating term in fundraising focused on crafting fundraising propositions, analyzing prospect donor networks, and measuring marketing outreach metrics to optimize campaigns.
Fundraising
Prospect research
Prospect research is an operating term in fundraising focused on crafting fundraising propositions, analyzing prospect donor networks, and measuring marketing outreach metrics to optimize campaigns.
Governance
Public benefit
Public benefit is the legal requirement that a charity’s objects must be for the benefit of the public or a section of the public, as defined in the Charities Act.