# Charity Platform Full Context

> Exhaustive published knowledge map for Charity Platform, including articles, glossary terms, and site pages.

Use this when broad retrieval is needed. If context budget is constrained, start with llms.txt or llms-medium.txt.

## Context Files

- [Navigator](https://www.charityplatform.com/llms.txt)
- [Medium context](https://www.charityplatform.com/llms-medium.txt)

## Published Articles

- [A Community Fundraising Playbook That Respects Volunteers](https://www.charityplatform.com/blog/community-fundraising-playbook): Community fundraising lives or dies on whether volunteer organisers feel supported or extracted from. The playbook that produces both rel...
- [A Conflict of Interest Policy That Actually Works](https://www.charityplatform.com/blog/conflict-of-interest-policy-that-works): Most charity conflict of interest policies are signed once and ignored. The structure, the register practice and the meeting discipline t...
- [A Data Breach Response Checklist for Charities](https://www.charityplatform.com/blog/breach-response-checklist-for-charities): Most charities discover their breach response plan is missing when the breach happens. The 72-hour checklist, the trustee escalation rule...
- [A Donor Welcome Series That Doesn't Overload](https://www.charityplatform.com/blog/donor-welcome-series-that-doesnt-overload): A practical, donor-respecting welcome series for UK charities: the research, the five-message pattern, cadence per segment, the CRM field...
- [A Hybrid Working Policy for Charities That Actually Works](https://www.charityplatform.com/blog/hybrid-working-policy-for-charities): Most charity hybrid working policies were written quickly in 2021 and never properly revised. The settled, sustainable version: clear pri...
- [A Reserves Policy Template Trustees Will Actually Use](https://www.charityplatform.com/blog/charity-reserves-policy-template): Most charity reserves policies are boilerplate that trustees signed and forgot. The structure, evidence and review rhythm that turn the p...
- [A Risk Register for the Modern Charity](https://www.charityplatform.com/blog/risk-register-for-the-modern-charity): A working risk register that fits on two pages and actually changes decisions - the practical fields, the maintenance rhythm, and the tra...
- [A Year of Content on One Page](https://www.charityplatform.com/blog/a-year-of-content-on-one-page): A practical, low-overhead content calendar small charity teams can actually maintain - built around four anchors a year, not 52 deadlines.
- [A/B Testing Charity Emails the Right Way](https://www.charityplatform.com/blog/ab-testing-charity-emails-the-right-way): Most charity A/B tests are not really tests. They are two emails sent to small lists with results read too early and conclusions drawn to...
- [Accessibility Audits Without A Rebuild: Part 2](https://www.charityplatform.com/blog/accessibility-audits-without-a-rebuild-part-2): Part 2 focuses on what to do after a first accessibility pass: prioritising issues by user impact, fixing templates not pages, and buildi...
- [Agency Vs In-House Marketing Team For Charities](https://www.charityplatform.com/blog/agency-vs-in-house-marketing-team-for-charities): Choosing between agency support and in-house marketing is a recurring charity decision. This guide compares cost, speed, control and risk...
- [AI for Charities: What to Use, What to Avoid](https://www.charityplatform.com/blog/ai-for-charities-what-to-use-what-to-avoid): A pragmatic, vendor-neutral look at where AI is genuinely earning its keep inside UK charities in 2026 - and where it is quietly causing ...
- [An EDI Policy That Staff Actually Use](https://www.charityplatform.com/blog/edi-policy-that-staff-actually-use): Most charity equality, diversity and inclusion policies sit in a folder and shape almost nothing. A pragmatic approach to writing an EDI ...
- [Annual Compliance Calendar: Never Miss a Deadline Again](https://www.charityplatform.com/blog/annual-compliance-calendar-never-miss-a-deadline-again): Charity compliance has 15-20 key dates per year. Most charities only know about one (accounts). Here is the full calendar.
- [Annual Fund Vs Restricted Appeals: Which To Prioritise?](https://www.charityplatform.com/blog/annual-fund-vs-restricted-appeals-which-to-prioritise): Many charities struggle to balance unrestricted annual fund income with restricted campaign appeals. This strategy guide explains how to ...
- [Annual Report Design on a Tiny Budget: A Practical Playbook](https://www.charityplatform.com/blog/annual-report-design-on-a-tiny-budget): Most charity annual reports look like they were designed in Word at 11pm. They do not have to. The structure, constraints and cheap desig...
- [Best accounting software for small charities: a buyer's guide](https://www.charityplatform.com/blog/best-accounting-software-for-small-charities): Choosing accounting software for a small charity is a governance decision, not just a bookkeeping one. Here is a practical framework for ...
- [Best charity CRM for small charities: a buyer's guide](https://www.charityplatform.com/blog/best-charity-crm-for-small-charities-buyers-guide): Choosing a CRM on a small budget is a five-year commitment, not a quick purchase. This guide gives you a decision framework: assess needs...
- [Best fundraising platforms for UK charities: how to compare and choose](https://www.charityplatform.com/blog/best-fundraising-platforms-for-uk-charities-compared): A vendor-neutral framework for choosing an online fundraising platform. Compare fee structures, Gift Aid handling, payout timing, recurri...
- [BIMI For Charities: When The Blue Tick Actually Matters](https://www.charityplatform.com/blog/bims-for-charities-when-the-blue-tick-matters): BIMI can improve donor trust and inbox recognition, but only in the right context. This guide explains when UK charities should invest in...
- [Board Recruitment Pipeline for Small Charities](https://www.charityplatform.com/blog/board-recruitment-pipeline-for-small-charities): A practical guide to recruiting trustees in a calm, transparent way that matches the charity's needs without slowing down decision making.
- [Board Reporting For Digital And Fundraising Teams](https://www.charityplatform.com/blog/board-reporting-for-digital-and-fundraising-teams): Board reports often overload trustees with activity metrics and too little decision context. This article explains how charity digital an...
- [Building a Charity Fundraising Strategy From Scratch](https://www.charityplatform.com/blog/building-a-charity-fundraising-strategy-from-scratch): A fundraising strategy is not a wish list of income targets. It is a set of deliberate choices about where your money will come from and ...
- [Building a Digital Maturity Assessment for Your Charity](https://www.charityplatform.com/blog/building-digital-maturity-assessment-for-your-charity): Where does your charity stand digitally? Self-assessment of email, CRM, analytics, website, and data-then a roadmap to upgrade.
- [Building a GDPR-Friendly Preference Centre That Supporters Actually Use](https://www.charityplatform.com/blog/gdpr-friendly-preference-centres): A working preference centre is one of the cheapest retention tools a charity owns - when supporters actually engage with it. The choices ...
- [Building Financial Resilience: A Practical Framework for Charity Reserves and Cash Flow](https://www.charityplatform.com/blog/building-charity-financial-resilience-reserves-and-cash-flow): Financial resilience is not just holding reserves. It is knowing your cash position, understanding your income risk, and planning for sho...
- [Building Your First Major Donor Cultivation Plan](https://www.charityplatform.com/blog/building-your-first-major-donor-cultivation-plan): Most major gifts come from long-term relationships, not cold outreach. Here is how to build a cultivation plan that converts.
- [Business Rates Relief For Charity Premises: Step By Step](https://www.charityplatform.com/blog/business-rates-relief-for-charity-premises): Business rates can wipe out service margins for site-based charities, yet many still miss mandatory and discretionary relief they qualify...
- [Case for Support: The Template That Actually Converts](https://www.charityplatform.com/blog/case-for-support-template-that-converts): Most cases for support read like a charity brochure with prices added. The structure, voice and evidence that consistently move major don...
- [Chair and CEO Relationship When It Frays](https://www.charityplatform.com/blog/chair-and-ceo-relationship-when-it-frays): A practical guide to repairing the working relationship between a charity chair and chief executive before it damages trust, delivery or ...
- [Challenge Events Without the Burnout](https://www.charityplatform.com/blog/challenge-events-without-the-burnout): Challenge events raise serious money for UK charities and quietly torch staff capacity in the process. A practical playbook for running m...
- [Channel Mix for Small Charities, 2026](https://www.charityplatform.com/blog/channel-mix-for-small-charities-2026): A look at where small UK charities are actually getting reach, leads and gifts in 2026 - and where the channel investment is quietly unde...
- [Charitable Incorporated Organisation vs Charitable Trust: Which Structure Fits You?](https://www.charityplatform.com/blog/cio-vs-charitable-trust-which-structure-fits): A plain comparison of the Charitable Incorporated Organisation and the charitable trust: liability, reporting, how each is run, and which...
- [Charitable Trading And The Trading Subsidiary Test](https://www.charityplatform.com/blog/charitable-trading-and-the-trading-subsidiary-test): Many UK charities drift into taxable trading without noticing where the boundary sits. This guide explains primary purpose trading, small...
- [Charity Attribution Without Overengineering](https://www.charityplatform.com/blog/charity-attribution-without-overengineering): Most charity attribution models are either non-existent or wildly over-built. A pragmatic middle path that credits channels fairly, survi...
- [Charity Content Governance: Who Signs Off What](https://www.charityplatform.com/blog/charity-content-governance-who-signs-off-what): Content quality and speed both suffer when approval ownership is unclear. This guide shows charities how to set practical content governa...
- [Charity Crisis Comms Plan Template For UK Teams](https://www.charityplatform.com/blog/charity-crisis-comms-plan-template): When a charity faces a crisis, communication speed and clarity directly shape trust. This guide offers a practical crisis communications ...
- [Charity CRM and Data Hub: Turning Supporter Data into Decisions](https://www.charityplatform.com/blog/charity-crm-and-data-hub-turning-supporter-data-into-decisions): A practical CRM and data hub for charities covering system choice, migration, data quality, segmentation, dashboards and using supporter ...
- [Charity Data Privacy Basics Without the Jargon](https://www.charityplatform.com/blog/charity-data-privacy-basics-without-the-jargon): A clear guide to the data privacy basics charities need to understand, from consent to storage and retention.
- [Charity Digital Acquisition: Making Google Ad Grants and Organic Search Work Together](https://www.charityplatform.com/blog/charity-digital-acquisition-google-ad-grants-and-organic-search): Google Grants and organic search are usually run as separate projects. Treated as one acquisition system, they compound. How to structure...
- [Charity Digital and Data Hub: Using Tech with Purpose](https://www.charityplatform.com/blog/charity-digital-and-data-hub-using-tech-with-purpose): A practical digital and data guide for charities covering strategy, systems, data quality, and the basics of making technology support th...
- [Charity Donor Welcome Series That Actually Works](https://www.charityplatform.com/blog/charity-donor-welcome-series-that-actually-works): A simple approach to welcoming new donors with clarity, warmth and a journey that helps them stay engaged.
- [Charity Email and Supporter Communications Hub](https://www.charityplatform.com/blog/charity-email-and-supporter-communications-hub): A practical hub for charity email and supporter communications covering deliverability, welcome journeys, newsletters, re-engagement and ...
- [Charity Event Risk Register Template For Practical Use](https://www.charityplatform.com/blog/charity-event-risk-register-template): Event fundraising risk management often lives in disconnected documents. This guide provides a practical charity event risk register temp...
- [Charity Finance Fundamentals: Receipts to SORP](https://www.charityplatform.com/blog/charity-finance-fundamentals-receipts-to-sorp): From volunteer-run accounts through SORP compliance: receipts and payments, accruals accounting, restricted funds, independent examinatio...
- [Charity Finance Hub: Practical Finance for Growing Charities](https://www.charityplatform.com/blog/charity-finance-hub-practical-finance-for-growing-charities): A practical finance guide for charities covering budgets, reserves, cash flow, reporting, and the controls that keep growth sustainable.
- [Charity Finance Under £1m Turnover](https://www.charityplatform.com/blog/charity-finance-under-1m-turnover): A practical, vendor-neutral whitepaper on the financial management discipline that separates resilient under-£1m charities from fragile o...
- [Charity Fundraising Hub: From First Pound to Stronger Income](https://www.charityplatform.com/blog/charity-fundraising-hub-from-first-pound-to-stronger-income): A practical fundraising hub for charities covering donor journeys, income mix, stewardship, and the systems that support sustainable fund...
- [Charity Governance Basics: Building a Board That Works](https://www.charityplatform.com/blog/charity-governance-basics-building-a-board-that-works): What good charity governance actually looks like: the difference between governing and managing, how to build a board with the right peop...
- [Charity Governance Hub: Trustees, Boards and Accountability](https://www.charityplatform.com/blog/charity-governance-hub-trustees-boards-and-accountability): A practical governance hub for charities covering trustee duties, board meetings, conflicts, financial controls, and accountability to re...
- [Charity Impact and Strategy Hub: Making Purpose Measurable](https://www.charityplatform.com/blog/charity-impact-and-strategy-hub-making-purpose-measurable): A practical impact and strategy hub for charities covering outcomes, theory of change, reporting and the conditions for better decision-m...
- [Charity Insurance Explained: What You Need and What You Do Not](https://www.charityplatform.com/blog/charity-insurance-explained): Charity insurance schedules are full of policies that sound essential and others that quietly are not. The plain explanation of what cove...
- [Charity Major Donor Research On A Small Budget](https://www.charityplatform.com/blog/charity-major-donor-research-on-a-small-budget): Major donor research does not require expensive databases to be useful. This guide shows UK charities how to build a practical low-cost p...
- [Charity Marketing and Storytelling Hub: Reaching More People](https://www.charityplatform.com/blog/charity-marketing-and-storytelling-hub-reaching-more-people): A practical marketing and storytelling hub for charities covering social media, video, press, case studies and annual reports that respec...
- [Charity Mergers: When They Make Sense and When They Do Not](https://www.charityplatform.com/blog/charity-mergers-when-they-make-sense): Charity merger conversations usually start in a crisis and end in an awkward email. The honest test for whether a merger serves the missi...
- [Charity Newsletter Redesign Checklist](https://www.charityplatform.com/blog/charity-newsletter-redesign-checklist): Most charity newsletters were redesigned for an inbox that no longer exists. A short, opinionated checklist for redesigning your supporte...
- [Charity People and HR Hub: Building a Stronger Charity Team](https://www.charityplatform.com/blog/charity-people-and-hr-hub-building-a-stronger-charity-team): A practical people and HR hub for charities covering recruitment, induction, performance, wellbeing, and the basics of managing a growing...
- [Charity Raffle Rules: When You Need a Licence](https://www.charityplatform.com/blog/charity-raffle-rules-when-you-need-a-licence): Running a raffle to raise money sounds simple, but the law treats raffles as lotteries, and lotteries are regulated. This guide explains ...
- [Charity Reserves Policy Template That Works](https://www.charityplatform.com/blog/charity-reserves-policy-template-that-works): A simple reserves policy template for charities that want clear rules on how much money to hold and why.
- [Charity SEO: The Pages That Actually Rank](https://www.charityplatform.com/blog/charity-seo-the-pages-that-actually-rank): Most charity SEO advice is generic. The pattern is narrower: a small number of page types do almost all the organic work for a UK charity...
- [Charity Shop Digital Basics for 2026](https://www.charityplatform.com/blog/charity-shop-digital-basics): Charity shops are a major source of unrestricted income for UK charities, yet most still run on a patchwork of paper, manual EPOS workflo...
- [Charity Social Media on a Shoestring](https://www.charityplatform.com/blog/charity-social-media-on-a-shoestring): You do not need a big budget or a full-time social team to do charity social media well. You need a clear purpose, a realistic routine, a...
- [Charity SORP 2026: What Changed And What It Means](https://www.charityplatform.com/blog/charity-sorp-2026-what-changed-and-what-it-means): The 2026 SORP cycle has sharpened expectations on narrative reporting, reserves clarity and consistency of fund disclosure. This guide ex...
- [Charity SORP Accounting: What It Is and Who Needs to Follow It](https://www.charityplatform.com/blog/charity-sorp-accounting-what-it-is-and-who-follows-it): The Charities SORP is the framework that governs how charities prepare their accounts. What it is, who has to follow it, how accruals acc...
- [Charity Startup Hub: How to Start and Structure a Charity](https://www.charityplatform.com/blog/charity-startup-hub-how-to-start-and-structure-a-charity): A practical startup hub for new charities covering purpose, legal structure, registration, governing documents and how to scale a charity...
- [Charity Structure and Governing Document: Complete Guide](https://www.charityplatform.com/blog/charity-structure-and-governing-document-complete-guide): A practical walkthrough of charity legal structures, governing documents, and registration. Covers unincorporated, incorporated, and char...
- [Charity Tax and Compliance Hub: What Leaders Need to Know](https://www.charityplatform.com/blog/charity-tax-and-compliance-hub-what-leaders-need-to-know): A practical compliance hub for charity leaders covering tax, Gift Aid, VAT, reporting deadlines, and the rules that matter most in day-to...
- [Charity Trustee Responsibilities: A Plain Guide to What the Role Actually Involves](https://www.charityplatform.com/blog/charity-trustee-responsibilities-explained): What a charity trustee actually does, the six core duties the Charity Commission expects, when a trustee can be paid, and how to carry th...
- [Charity VAT Explained: When You Pay, When You're Exempt and What You Can Reclaim](https://www.charityplatform.com/blog/charity-vat-explained-when-you-pay-and-what-you-reclaim): VAT is the tax charities understand least and overpay most. What VAT is, why charities are not simply exempt, the reliefs you can claim, ...
- [Charity VAT Partial Exemption Explained For UK Trustees](https://www.charityplatform.com/blog/charity-vat-partial-exemption-explained): Partial exemption is where many UK charities lose margin without noticing. This guide explains taxable versus exempt income, the de minim...
- [Charity Volunteer Recruitment Funnel That Actually Converts](https://www.charityplatform.com/blog/charity-volunteer-recruitment-funnel-that-actually-converts): Volunteer demand is high, but many charities lose strong candidates in slow or unclear journeys. This guide shows how to design a practic...
- [Charity Website Accessibility Without a Rebuild](https://www.charityplatform.com/blog/charity-website-accessibility-without-a-rebuild): Most charity website accessibility audits end in a quote for a full rebuild. The fixes that recover most of the value without one - and t...
- [Charity Website Redesign Without Regret](https://www.charityplatform.com/blog/charity-website-redesign-without-regret): Most charity website redesigns deliver a prettier brochure and the same operational problems. A practical guide to running a website proj...
- [Choosing a Charity CRM in 2026](https://www.charityplatform.com/blog/choosing-a-charity-crm-in-2026): A buyer's guide for charities choosing or replacing a CRM in 2026 - without the vendor pitch. The questions that matter, the trade-offs t...
- [Choosing an Email Platform for Charities in 2026](https://www.charityplatform.com/blog/choosing-an-email-platform-for-charities): Email is still the highest-ROI channel for almost every UK charity, and the wrong platform quietly throttles results. The comparison poin...
- [Cloudflare For Charity Websites: Setup That Actually Helps](https://www.charityplatform.com/blog/cloudflare-for-charity-websites): Cloudflare can make charity websites faster, safer, and more resilient with modest effort. This guide covers DNS setup, caching, WAF basi...
- [Committee Structures for Charities Under 2m](https://www.charityplatform.com/blog/committee-structures-for-charities-under-2m): A plain English guide to using committees well in smaller charities so governance stays clear, useful and proportionate.
- [Community Fundraising Toolkits That Volunteers Actually Use](https://www.charityplatform.com/blog/community-fundraising-toolkits-that-volunteers-actually-use): Community fundraising toolkits often look complete but are too heavy for real volunteer use. This guide explains how charities can build ...
- [Community Storytelling Without Exploitation](https://www.charityplatform.com/blog/community-storytelling-without-exploitation): There is a thin line between telling a community's story and using it. The principles, language and editorial habits that keep charities ...
- [Consent Records After GDPR: What Good Looks Like For Charities](https://www.charityplatform.com/blog/consent-records-after-gdpr-what-good-looks-like): Eight years after GDPR landed, most UK charity consent records are messier than trustees realise. The fields a defensible record needs, t...
- [Core Web Vitals: The Three Fixes That Actually Help](https://www.charityplatform.com/blog/core-web-vitals-the-three-fixes-that-actually-help): Many charity teams spend months tuning minor web metrics while missing the three changes that move Core Web Vitals most. This guide focus...
- [Corporate Matched Giving: The Missing Double Most Charities Forget](https://www.charityplatform.com/blog/corporate-matched-giving-the-missing-double): Thousands of UK donors work for employers who will match their personal gifts, often pound for pound. Most charities never ask, never pro...
- [Corporate Partnership Prospecting Without Cold Spam](https://www.charityplatform.com/blog/corporate-partnership-prospecting-without-cold-spam): Corporate partnership outreach fails when charities rely on generic mass messages. This guide explains a relationship-led prospecting mod...
- [Corporate Partnerships Without Overpromising](https://www.charityplatform.com/blog/corporate-partnerships-without-overpromising): Corporate partnerships go wrong in slow, predictable ways. The honest pitch, the realistic deliverables, and the relationship habits that...
- [CRM Data Migration Without Losing History: UK Guide](https://www.charityplatform.com/blog/crm-data-migration-without-losing-history): Most CRM migrations fail quietly in the history layer, not the contact table. This guide shows UK charities how to preserve donation, con...
- [CRM Data Quality: The Monthly Routine](https://www.charityplatform.com/blog/crm-data-quality-the-monthly-routine): Charity CRM data quality is not a one-off project; it is a monthly routine. A practical, repeatable checklist for keeping supporter recor...
- [Cross-Team Campaign Briefs That Stop Last-Minute Rewrites](https://www.charityplatform.com/blog/cross-team-campaign-briefs-that-stop-last-minute-rewrites): Late campaign rewrites often come from weak briefing between fundraising, communications and digital teams. This guide gives a practical ...
- [Cyber Security Basics Every Charity Should Have in Place](https://www.charityplatform.com/blog/cyber-security-basics-for-charities): The cyber security basics a charity of any size can put in place this month. No expensive tools, no security team required - the seven co...
- [Data Subject Access Requests: A Survival Guide for Charities](https://www.charityplatform.com/blog/data-subject-access-requests-survival-guide): Most charity data subject access requests are handled in a panic that makes them slower and riskier. The 30-day workflow, the search disc...
- [Data Warehouse For Charities: When It Is Actually Worth It](https://www.charityplatform.com/blog/data-warehouse-for-charities-when-its-worth-it): Most UK charities do not need a data warehouse and should not buy one. A small but growing group genuinely do. The signals that say you h...
- [Data-Driven Program Improvement: Using Outcomes to Change What You Do](https://www.charityplatform.com/blog/data-driven-program-improvement-using-outcomes-to-change-what-you-do): Measurement without action is pointless. Here is how medium charities use outcomes data to iterate and improve in real time.
- [Digital Accessibility Governance For Charity Content Teams](https://www.charityplatform.com/blog/digital-accessibility-governance-for-charity-content-teams): Accessibility quality is hard to sustain without governance rules in day-to-day content workflows. This guide explains how charities can ...
- [Digital Strategy and Data for Charities](https://www.charityplatform.com/blog/digital-strategy-and-data-for-charities): From website basics to data warehouses: email, CRM, analytics, SEO, paid ads, and how to measure what matters. Scaled for charities under...
- [DNSSEC And Domain Security For Charities: Practical Steps](https://www.charityplatform.com/blog/dnssec-and-domain-security-for-charities): Domain and DNS weaknesses are a common entry point for phishing and service disruption in charities. This guide explains DNSSEC, registra...
- [Do Charities Pay Business Rates? A Plain Guide](https://www.charityplatform.com/blog/do-charities-pay-business-rates): Charities get a substantial break on business rates, but it is not automatic and it is not total. This guide explains mandatory and discr...
- [Donor Attrition: The Math And The Fix](https://www.charityplatform.com/blog/donor-attrition-the-math-and-the-fix): Most UK charities chase acquisition and ignore the cheaper win. A 1 percent drop in attrition usually beats a 5 percent lift in new donor...
- [Donor Retention: Why Charities Lose Supporters and How to Keep Them](https://www.charityplatform.com/blog/donor-retention-why-charities-lose-supporters): Most charities lose more than half their new donors within a year, then spend heavily to replace them. Why donors leave, how to measure y...
- [Donor Segmentation That Actually Moves Money](https://www.charityplatform.com/blog/donor-segmentation-that-actually-moves-money): Most charity segmentations have too many segments and not enough decisions. Here is a leaner, behaviour-led model that holds up under cam...
- [Donor Surveys That Improve Retention, Not Just Response Rates](https://www.charityplatform.com/blog/donor-surveys-that-improve-retention-not-just-response-rates): Donor surveys are often measured by response volume, not behavioural impact. This strategy guide explains how charities can design survey...
- [Donor Thank-You Calls That Do Not Feel Scripted](https://www.charityplatform.com/blog/donor-thank-you-calls-that-dont-feel-scripted): Thank-you calls can strengthen donor retention when they feel genuine and useful. This guide shows how charities can structure donor call...
- [Email Deliverability for Charities: SPF, DKIM, DMARC](https://www.charityplatform.com/blog/email-deliverability-spf-dkim-dmarc-for-charities): Most charity email problems are not creative problems. They are deliverability problems. The three DNS records that decide whether suppor...
- [Email Deliverability for Charities: SPF, DKIM, DMARC Done Right](https://www.charityplatform.com/blog/email-deliverability-for-charities-spf-dkim-dmarc-done-right): Most charity emails land in spam. Setup authentication records (SPF, DKIM, DMARC) in 30 minutes and watch open rates jump 30-50%.
- [Email Frequency: The Numbers Most Charities Get Wrong](https://www.charityplatform.com/blog/email-frequency-the-numbers-most-charities-get-wrong): Most charity teams ask how often they should email. The better question is how often each segment can usefully hear from you before fatig...
- [Email List Hygiene For Charities: The Quarterly Routine](https://www.charityplatform.com/blog/list-hygiene-the-quarterly-routine): List hygiene is the single highest-return hour of email marketing work most UK charities never do. The four queries that run on every lis...
- [Email Personalisation Beyond The First Name: Charity Playbook](https://www.charityplatform.com/blog/email-personalisation-beyond-the-first-name): First-name personalisation does almost nothing for charity email performance. The personalisation moves that actually shift open rate, cl...
- [Email Subject Lines That Earn the Open](https://www.charityplatform.com/blog/email-subject-lines-that-earn-opens): Subject lines are the only marketing your inbox-fatigued supporter is guaranteed to see. Here is how to make yours work harder without so...
- [Environmental Sustainability for Small Charities](https://www.charityplatform.com/blog/environmental-sustainability-for-small-charities): Small charities cannot match the carbon budgets of the largest organisations. They can still build credible, proportionate environmental ...
- [From Data to Dashboards in a Week](https://www.charityplatform.com/blog/from-data-to-dashboards-in-a-week): A short, repeatable process for turning a charity's scattered data into a single dashboard that the senior team actually opens - without ...
- [Fundraising Compliance in 2026: A Guide to Regulation, Data Protection and Lawful Campaigns](https://www.charityplatform.com/blog/fundraising-compliance-2026-regulation-and-lawful-campaigns): Fundraising compliance sits across three regimes: the Code of Fundraising Practice, data protection law, and the specific rules for event...
- [Fundraising Strategy: From First Pound to £5m+](https://www.charityplatform.com/blog/fundraising-strategy-from-first-pound-to-5m-plus): How to build a diversified fundraising strategy that scales from micro to major: individual giving, trusts, corporate, legacy, earned inc...
- [Funeral Collections And Tribute Funds: A UK Charity Guide](https://www.charityplatform.com/blog/funeral-collections-and-tribute-funds): Funeral collections and tribute funds require careful supporter care and clear processes. This guide helps UK charities manage in-memory ...
- [GASDS: The Gift Aid Top-Up Most Charities Underclaim](https://www.charityplatform.com/blog/gift-aid-small-donations-scheme-explained): The Gift Aid Small Donations Scheme adds up to 25 percent to qualifying cash and contactless gifts without donor declarations. Most small...
- [GDPR for Charities: A Practical Guide to Handling Donor and Beneficiary Data](https://www.charityplatform.com/blog/gdpr-for-charities-handling-donor-and-beneficiary-data): Data protection law applies to charities the same way it applies to any organisation. What UK GDPR requires, the lawful bases you can rel...
- [Gift Aid Claims Without the Headache](https://www.charityplatform.com/blog/gift-aid-claims-without-the-headache): A practical guide to keeping Gift Aid claims organised, compliant and easier to manage for small and growing charities.
- [Gift Aid Explained: How Charities Claim It and the Mistakes That Cost You Money](https://www.charityplatform.com/blog/gift-aid-explained-how-charities-claim-it): How Gift Aid works, which donations qualify, how to register and claim through HMRC, and the common mistakes that cause claims to be reje...
- [Gift Aid for Small Charities: The Easy Money Left on the Table](https://www.charityplatform.com/blog/gift-aid-for-small-charities-the-easy-money-left-on-the-table): For every £80 a UK taxpayer donates, you can claim an extra £20 from the government. Most small charities do not claim it. Here is how.
- [Gift Aid: The Money You Are Leaving on the Table](https://www.charityplatform.com/blog/gift-aid-the-money-you-are-leaving-on-the-table): UK charities leave around £560m a year of Gift Aid unclaimed. The audit and process changes that recover most of the leak in a single qua...
- [Google Ad Grants for UK Charities: What's Worth Your Time](https://www.charityplatform.com/blog/google-ad-grants-for-uk-charities): Google Ad Grants gives eligible charities up to $10,000 a month in free search ads. Most charities waste it. The working pattern that tur...
- [Google Analytics 4 Setup for Charities (Without the Pain)](https://www.charityplatform.com/blog/google-analytics-4-setup-for-charities): Most charity GA4 properties were migrated in a panic in 2023 and have not been touched since. The minimum configuration that actually ans...
- [Google Workspace Vs Microsoft 365 For Charities](https://www.charityplatform.com/blog/google-workspace-vs-microsoft-365-for-charities): Both Google Workspace and Microsoft 365 can support UK charities well. The right choice depends on governance, collaboration style, secur...
- [Grant Writing: The Paragraph Funders Read First](https://www.charityplatform.com/blog/grant-writing-the-paragraph-funders-read-first): Most grant applications are skim-read in 90 seconds. The first paragraph decides whether the rest is read at all. The structure, evidence...
- [Grant-Writing Calendar That Reduces Panic For Charity Teams](https://www.charityplatform.com/blog/grant-writing-calendar-that-reduces-panic): Grant applications become chaotic when deadlines are tracked without capacity planning. This guide sets out a practical grant-writing cal...
- [Hiring Your First Team Member: Step-by-Step Checklist](https://www.charityplatform.com/blog/hiring-your-first-team-member-step-by-step-checklist): From job description through offer: a nonprofit founder's checklist to hire the first person without panic.
- [Hiring, HR, and People Management for Charities](https://www.charityplatform.com/blog/hiring-hr-and-people-management-for-charities): From hiring your first team member to scaling across departments: recruitment, onboarding, HR policies, manager training, and building a ...
- [How to choose the right website platform for your charity](https://www.charityplatform.com/blog/best-website-platforms-for-charities-compared): Choosing a website platform is one of the highest-stakes digital decisions a charity makes. This guide gives you a practical framework to...
- [How to Get Corporate Sponsorship for Your Charity](https://www.charityplatform.com/blog/how-to-get-corporate-sponsorship-for-your-charity): Corporate sponsorship is not about finding a company with money and asking nicely. It is about offering something a business genuinely wa...
- [How to Measure Charity Impact Without a Research Budget](https://www.charityplatform.com/blog/measuring-charity-impact-without-a-research-budget): You do not need a research team or an expensive evaluation to show your charity makes a difference. You need clarity about what you are t...
- [How to Recruit and Keep Charity Volunteers Who Stay](https://www.charityplatform.com/blog/how-to-recruit-and-keep-charity-volunteers): Recruiting volunteers is the easy part. Keeping them is where most charities lose out. How to write role descriptions that attract the ri...
- [How to Register a Charity with the Charity Commission: A Step-by-Step Walkthrough](https://www.charityplatform.com/blog/how-to-register-a-charity-with-the-charity-commission): A practical walkthrough of registering a charity in England and Wales: the income threshold, choosing a structure, the governing document...
- [How to Run a Charity Auction or Raffle at an Event](https://www.charityplatform.com/blog/running-a-charity-auction-or-raffle-at-an-event): Auctions and raffles can lift the income from a single event dramatically, but they come with rules that catch charities out. This is how...
- [How to Run a Charity Email Newsletter People Actually Open](https://www.charityplatform.com/blog/running-a-charity-newsletter-people-open): A charity newsletter should build a relationship, not clear an internal to-do list. How to plan content people want, write subject lines ...
- [How to Set Up JustGiving, Enthuse and Other Fundraising Pages the Right Way](https://www.charityplatform.com/blog/setting-up-justgiving-and-enthuse-fundraising-pages): How the main online fundraising platforms compare on fees and features, how to set up your charity and supporter pages properly, and the ...
- [How to Set Up Regular Giving and Grow Recurring Donations](https://www.charityplatform.com/blog/how-to-set-up-regular-giving-and-grow-recurring-donations): Regular giving turns one-off supporters into dependable monthly income, the kind that lets a charity plan ahead. This is how to set up re...
- [How to Write a Grant Application That Wins Funding](https://www.charityplatform.com/blog/how-to-write-a-grant-application-that-wins-funding): What funders actually look for, how to build a case they can say yes to, and how to write a grant budget that stands up to scrutiny. A pr...
- [Impact Measurement and Strategy for Charities](https://www.charityplatform.com/blog/impact-measurement-and-strategy-for-charities): From theory of change through monitoring and evaluation: how to define impact, measure what matters, and use data to improve your work. S...
- [Impact Reporting Dashboards For Non-Finance Trustees](https://www.charityplatform.com/blog/impact-reporting-dashboards-for-non-finance-trustees): Trustees without financial backgrounds still need clear performance oversight. This guide shows how charities can design impact dashboard...
- [Impact Reports That Funders Actually Read](https://www.charityplatform.com/blog/impact-reports-that-funders-read): Most charity impact reports are 40-page PDFs read by nobody. The slim, honest report structure that funders, trustees and supporters actu...
- [In-Memory Giving Without the Mawkishness](https://www.charityplatform.com/blog/in-memory-giving-without-the-mawkishness): In-memory giving is one of the most enduring income streams a UK charity has. It is also the easiest to mishandle. The supporter journey ...
- [Independent Examiner Vs Auditor: Which Does Your Charity Need](https://www.charityplatform.com/blog/independent-examiner-vs-auditor-which-do-you-need): The income and asset thresholds that decide whether a UK charity needs an independent examination or a full statutory audit, what each pr...
- [KPI Dashboards By Team, Not By Channel: Charity Model](https://www.charityplatform.com/blog/kpi-dashboards-by-team-not-by-channel): Channel dashboards look busy and still miss what leaders need to decide. Team-based KPI dashboards align fundraising, service delivery, f...
- [Landing Page Conversion for Charity Appeals](https://www.charityplatform.com/blog/landing-page-conversion-for-appeals): Most charity appeal landing pages look like a leaflet rendered in HTML. The structural choices, copy patterns and form decisions that lif...
- [Large Charity Content Track, 2026](https://www.charityplatform.com/blog/large-charity-content-track-2026): A strategic content track for charities over £5m with specialist teams and board scrutiny. This framework prioritises benchmark-led publi...
- [Launching a Charity Podcast Without an Audio Team](https://www.charityplatform.com/blog/charity-podcast-without-an-audio-team): A small charity can launch a credible podcast for under £500 of kit and a few hours a week. The format, equipment, workflow and editorial...
- [Lead-Scoring for Charities, Without the Hype](https://www.charityplatform.com/blog/lead-scoring-for-charities): Most charity lead-scoring projects collapse under their own weight. A simpler model - three signals, three tiers, refreshed weekly - outp...
- [Legacy Fundraising: How to Ask for Gifts in Wills](https://www.charityplatform.com/blog/legacy-fundraising-asking-for-gifts-in-wills): Legacy income is the largest voluntary income source for many UK charities, yet most are afraid to ask for it. This is how to talk about ...
- [Legacy Giving for Small Charities: Start Honestly, Start Small](https://www.charityplatform.com/blog/legacy-giving-for-small-charities): Legacy giving feels like something only big charities do. It is not. The honest, low-overhead pattern that lets a small charity start a l...
- [Legacy Pledger Stewardship Without Being Morbid](https://www.charityplatform.com/blog/legacy-pledger-stewardship-without-being-morbid): Legacy supporters deserve thoughtful stewardship that is warm, relevant and never intrusive. This piece explores how UK charities can bui...
- [Lent Campaigns For Faith And Secular Charities](https://www.charityplatform.com/blog/lent-campaigns-for-faith-and-secular-charities): Lent can be a meaningful campaign period beyond explicitly faith-based charities. This guide explains message framing, audience segmentat...
- [LinkedIn for Charity Leaders Who Hate LinkedIn](https://www.charityplatform.com/blog/linkedin-for-charity-leaders): Most charity leaders find LinkedIn awkward. The narrow, sensible use of the platform that builds reputation, opens funding doors and recr...
- [Major Donor Cultivation for Small Teams](https://www.charityplatform.com/blog/major-donor-cultivation-for-small-teams): Major donor fundraising is usually taught as if every charity has a dedicated team. Most do not. The honest pattern that lets a charity w...
- [Manager Training: Running 1-on-1s and Annual Performance Reviews](https://www.charityplatform.com/blog/manager-training-running-one-on-ones-and-performance-reviews): Most managers skip 1-on-1s and dread reviews. Here is how to run both-fast, focused, and actually useful.
- [Managing Charity Freelancers Without Losing Quality](https://www.charityplatform.com/blog/managing-charity-freelancers-without-losing-quality): Freelancers can extend charity teams quickly, but quality drops when briefing and review are inconsistent. This guide explains how to man...
- [Medium Charity Content Track, 2026](https://www.charityplatform.com/blog/medium-charity-content-track-2026): A practical track for charities between £100k and £5m that are scaling operations. It sets topic priorities across fundraising, data, peo...
- [Mental Health and Wellbeing for Charity Teams](https://www.charityplatform.com/blog/mental-health-and-wellbeing-for-charity-teams): Charity work is mission-rich and resource-poor, a combination that quietly produces burnout. A reflection on what genuinely supports the ...
- [MFA Rollout Without Tears: A UK Charity Field Guide](https://www.charityplatform.com/blog/mfa-rollout-without-tears): Multi-factor authentication is the cheapest, fastest security control a small UK charity can ship this quarter. Here is the realistic opt...
- [Microsoft 365 for Nonprofits: A Setup Checklist That Pays Off](https://www.charityplatform.com/blog/microsoft-365-for-nonprofits-setup-checklist): Microsoft offers UK charities ten free Business Premium licences plus 75 percent off everything else. Most charities accept the grant, in...
- [Microsoft 365 For Nonprofits: Eligibility And Pitfalls](https://www.charityplatform.com/blog/microsoft-365-for-nonprofits-eligibility-and-pitfalls): Microsoft 365 nonprofit licensing can save UK charities money when tenant setup, eligibility evidence, and security baselines are handled...
- [Mobile-First Email Design For Charities: The Working Standard](https://www.charityplatform.com/blog/mobile-first-email-design-for-charities): More than three quarters of UK charity supporter emails are opened on a phone first. Most charity templates are still designed desktop-fi...
- [Monthly Giving Upgrade Journeys Without Donor Fatigue](https://www.charityplatform.com/blog/monthly-giving-upgrade-journeys-without-donor-fatigue): Upgrading monthly donors can increase sustainable income, but poorly timed asks drive fatigue. This guide outlines upgrade journey design...
- [Monthly Giving: Converting One-Time Donors into Reliable Income](https://www.charityplatform.com/blog/monthly-giving-converting-one-time-donors-into-reliable-income): A single £20/month donor is worth a £240 annual gift. Here is how to launch and grow a monthly giving programme.
- [Outcomes Measurement Without a PhD: Simple Tracking Framework](https://www.charityplatform.com/blog/outcomes-measurement-without-a-phd-simple-tracking-framework): Impact measurement does not require fancy software or a researcher. Here is a dead-simple framework small charities use.
- [Password Managers For Charity Teams: Practical Rollout](https://www.charityplatform.com/blog/password-managers-for-charity-teams): Shared spreadsheets and recycled passwords still cause avoidable incidents in charities. This guide explains how to choose and roll out a...
- [Payroll Giving: The Quiet Income Stream Most UK Charities Underuse](https://www.charityplatform.com/blog/payroll-giving-the-quiet-income-stream): A practical guide for UK charities on setting up payroll giving, working with CAF, Charities Trust and Charitable Giving, pitching HR tea...
- [Peer-to-Peer Fundraising That Actually Converts](https://www.charityplatform.com/blog/peer-to-peer-fundraising-that-converts): Peer-to-peer fundraising is mostly judged on sign-ups when it should be judged on completion. The pre-event, mid-event and post-event cra...
- [Pension Auto-Enrolment For Small Charities: Plain English](https://www.charityplatform.com/blog/pension-auto-enrolment-for-small-charities): Pension auto-enrolment is one of those compliance areas where small UK charities either over-pay an adviser or quietly fall out of compli...
- [Phishing Simulations For Charity Staff: Do Them Properly](https://www.charityplatform.com/blog/phishing-simulations-for-charity-staff): Phishing simulations can improve cyber resilience in charities, but badly run programmes damage trust and create theatre metrics. This gu...
- [Photographing Supporters and Beneficiaries Ethically](https://www.charityplatform.com/blog/photographing-supporters-ethically): The pictures charities take of the people they support shape public understanding of the cause more than any report. A modern framework f...
- [Power BI for Charity Reporting (Without a Data Team)](https://www.charityplatform.com/blog/power-bi-for-charity-reporting): Power BI is the most under-used tool in UK charity tech. A practical path from spreadsheet chaos to one trustworthy dashboard for fundrai...
- [Power BI Vs Looker Studio For Charity Reporting](https://www.charityplatform.com/blog/power-bi-vs-looker-studio-for-charity-reporting): Both Power BI and Looker Studio can serve UK charity reporting well, but they fail in different ways when chosen for the wrong reasons. T...
- [Predictive Modelling For Charity Fundraising: Practical Use](https://www.charityplatform.com/blog/predictive-modelling-for-charity-fundraising): Predictive models can improve fundraising decisions for UK charities, but only when data quality, governance and use-case design are righ...
- [Press Releases Charities Can Actually Place: A Working Guide](https://www.charityplatform.com/blog/press-releases-charities-can-actually-place): Most charity press releases get filed straight to the junk folder by overworked journalists. The structural choices, the angles that trav...
- [Push Notifications For Charity Apps: Use With Discipline](https://www.charityplatform.com/blog/push-notifications-for-charity-apps): Push notifications can improve retention in charity apps, but poor targeting quickly drives opt-outs. This guide explains consent, segmen...
- [Raising a concern with the Charity Commission (CC47): what charities should do next](https://www.charityplatform.com/blog/raising-a-concern-with-the-charity-commission-cc47-charity-commission-update): A practical deep dive on Raising a concern with the Charity Commission (CC47), covering what changed in the Charity Commission update, wh...
- [Ramadan Appeals Without Tokenism: A Charity Guide](https://www.charityplatform.com/blog/ramadan-appeals-without-tokenism): Ramadan appeals can build strong supporter response when they are culturally informed, specific, and respectful. This guide explains how ...
- [Re-Engagement Emails That Rescue Sleeping Donors](https://www.charityplatform.com/blog/re-engagement-emails-that-rescue-sleeping-donors): Dormant supporters drag down deliverability and waste warm names. Here is a four-email re-engagement sequence, the subject line patterns ...
- [Receipts & Payments vs Accruals: Which Your Small Charity Should Use](https://www.charityplatform.com/blog/receipts-and-payments-vs-accruals-accounting-for-small-charities): The choice between receipts & payments (simple) and accruals (true picture). When to move, what the difference is, and real examples.
- [Regular Giving: The Recruitment Vs Retention Tradeoff](https://www.charityplatform.com/blog/regular-giving-the-recruitment-vs-retention-tradeoff): Many UK charities over-invest in recruiting monthly donors and under-invest in keeping them. This deep-dive explains how to balance acqui...
- [Restricted Funds Accounting Without Headaches](https://www.charityplatform.com/blog/restricted-funds-accounting-without-headaches): A practical guide for UK charity finance leads and trustees on handling restricted funds under the Charities SORP, covering common mistak...
- [Restricted vs Unrestricted Funds, Explained Properly](https://www.charityplatform.com/blog/restricted-vs-unrestricted-funds-explained): The single most common cause of charity finance trouble is misunderstanding restricted funds. The plain explanation, the practical implic...
- [RFM Segmentation For Charity Databases, Without Overengineering](https://www.charityplatform.com/blog/rfm-segmentation-for-charity-databases): Why 5x5x5 RFM grids fail on UK charity data, a 3x3 scheme you can run in Excel, Donorfy, Beacon, NPSP, eTapestry or ThankQ, the action pe...
- [Safeguarding for Small Charities, Without the Binder](https://www.charityplatform.com/blog/safeguarding-for-small-charities): Small charities can run a serious safeguarding programme without hiring a specialist or buying a 200-page binder. The minimum credible se...
- [Salary Benchmarking for Charity Teams in 2026](https://www.charityplatform.com/blog/salary-benchmarking-for-charity-teams): Charity pay decisions are still too often made on instinct, last year plus a number, or what the last hire negotiated. The methods that p...
- [Sales, leases, transfers or mortgages: what trustees need to know about disposing of charity land (CC28): what charities should do next](https://www.charityplatform.com/blog/sales-leases-transfers-or-mortgages-what-trustees-need-to-know-a-charity-commission-update): A practical deep dive on Sales, leases, transfers or mortgages: what trustees need to know about disposing of charity land (CC28), coveri...
- [Salesforce Nonprofit Cloud Migration From NPSP: A Realistic Plan](https://www.charityplatform.com/blog/salesforce-nonprofit-cloud-migration-from-npsp): NPSP is in long-term maintenance and most UK charities will move to Nonprofit Cloud within the next 24 months. The data model differences...
- [Salesforce Nonprofit Cloud vs Donorfy vs Beacon: A 2026 Decision](https://www.charityplatform.com/blog/salesforce-nonprofit-cloud-vs-donorfy-vs-beacon): Three CRMs that dominate the UK charity shortlist in 2026, picked apart on the criteria that actually decide a five-year relationship: da...
- [Scaling Charity Structure From Startup to Managed](https://www.charityplatform.com/blog/scaling-charity-structure-from-startup-to-managed): How medium-sized charities (£100k–£5m) adapt governance as they grow from founder-led startup to multi-department operation. Covers trust...
- [Setting Strategy With a Small Team](https://www.charityplatform.com/blog/setting-strategy-with-a-small-team): Big strategy frameworks are built for organisations that can afford to spend three months on them. Here is what actually works when there...
- [Share Giving And Other Non-Cash Donations: A UK Charity Guide](https://www.charityplatform.com/blog/share-giving-and-other-non-cash-donations): Shares, land, art and other non-cash gifts can deliver some of the most tax-efficient income a UK charity will ever receive. The rules, t...
- [Single Supporter View On A Small Budget: Charity Plan](https://www.charityplatform.com/blog/single-supporter-view-on-a-small-budget): A single supporter view does not require enterprise software. UK charities can build one with disciplined identifiers, practical integrat...
- [Small Charity Content Track, 2026](https://www.charityplatform.com/blog/small-charity-content-track-2026): A practical publishing track for volunteer-led charities under £100k. This plan shows what to publish first, which tools to include, and ...
- [SMS Fundraising: The UK Rules And The Results](https://www.charityplatform.com/blog/sms-fundraising-the-uk-rules-and-the-results): SMS can be a strong fundraising channel for UK charities when consent, copy and timing are handled correctly. This guide covers PECR rule...
- [Society Lottery Licence for Charity Raffles: The Plain Guide](https://www.charityplatform.com/blog/society-lottery-licence-for-charity-raffles): Raffles, prize draws and weekly lotteries are popular charity income streams and one of the most-misunderstood areas of UK fundraising co...
- [Starting a Charity on the 90-Day Timeline](https://www.charityplatform.com/blog/starting-a-charity-on-the-90-day-timeline): A step-by-step 90-day plan for volunteer-led founders to move from idea to registered charity. Covers structure, governing document, trus...
- [Succession Planning for Charity Leaders](https://www.charityplatform.com/blog/succession-planning-for-charity-leaders): Charity succession planning is almost always written about chief executives and rarely about anyone else. A wider view: how charities sho...
- [Summer Fundraising When Everyone Is On Holiday](https://www.charityplatform.com/blog/summer-fundraising-when-everyone-is-on-holiday): Summer fundraising can still perform even when teams and supporters are away. This guide shows UK charities how to adjust pacing, creativ...
- [Supporter Journeys in Your CRM: The First Three That Earn Their Keep](https://www.charityplatform.com/blog/supporter-journeys-in-your-crm): Most charities buy CRMs capable of automated supporter journeys and use them like address books. The three journeys to build first that p...
- [Supporters Who Give And Volunteer: Managing Dual Journeys](https://www.charityplatform.com/blog/supporters-who-give-and-volunteer-managing-dual-journeys): Some supporters engage as both donors and volunteers, but many charities manage these relationships in disconnected systems. This guide e...
- [Tax, Gift Aid, and Compliance: What Charities Must Know](https://www.charityplatform.com/blog/tax-gift-aid-and-compliance-what-charities-must-know): Gift Aid and small-donations scheme, payroll tax obligations, GDPR, safeguarding, and the compliance calendar every charity needs to stay...
- [Thank-You Emails That Actually Feel Thankful](https://www.charityplatform.com/blog/thank-you-emails-that-actually-feel-thankful): Most charity thank-you emails read like receipts. Here is the short, human checklist Connor uses to make them feel like a hug instead.
- [The 8 Policies Every Small Charity is Asked for by Funders](https://www.charityplatform.com/blog/the-8-policies-every-small-charity-is-asked-for-by-funders): Funders have a checklist. Most small charities discover it only when applying. Here are the 8 non-negotiable policies: what each covers, ...
- [The Board Pack Template That Actually Gets Read](https://www.charityplatform.com/blog/the-board-pack-template-that-gets-read): Most board packs are too long, too late, and too kind. Here is a tighter template - six sections, twelve pages - that earns trustees' att...
- [The Case Study Formula That Doesn't Sound Like a Brochure](https://www.charityplatform.com/blog/the-charity-case-study-formula): A repeatable structure for writing case studies that read like real people, not press releases - and a checklist of the consent, voice an...
- [The Charity AGM People Actually Attend](https://www.charityplatform.com/blog/the-charity-agm-people-actually-attend): The annual general meeting is a legal requirement for most UK charities and an unloved one. The structural choices that turn an AGM from ...
- [The Christmas Appeal That Respects Donor Fatigue](https://www.charityplatform.com/blog/the-christmas-appeal-that-respects-donor-fatigue): Every charity sends a Christmas appeal. Many treat their best supporters worse in December than at any other point in the year. The struc...
- [The Five-Minute CRM Health Check](https://www.charityplatform.com/blog/the-five-minute-crm-health-check): A short, honest diagnostic you can run on your charity's CRM before lunch. No consultants, no demos - just five questions that reveal whe...
- [The Fundraising Regulator Code: The Bits That Trip Charities](https://www.charityplatform.com/blog/fundraising-regulator-code-the-bits-that-trip-charities): The Code of Fundraising Practice runs to over 100 pages, and most UK charities have never read it cover to cover. The eight provisions th...
- [The Fundraising Regulator Explained: What It Does and What It Expects From You](https://www.charityplatform.com/blog/fundraising-regulator-explained-what-it-does): The Fundraising Regulator sets the rules for charitable fundraising in England, Wales and Northern Ireland. What it does, how the registe...
- [The State of Charity Digital Skills in 2026](https://www.charityplatform.com/blog/state-of-charity-digital-skills-2026): The gap between charities that use digital well and those that do not is widening. This is a practical look at where charity digital skil...
- [The State of Charity Tech, 2026](https://www.charityplatform.com/blog/the-state-of-charity-tech-2026): A vendor-neutral read of where UK charity technology is in 2026 - what is finally working, what is still over-promised, and the operation...
- [The Trustee Onboarding Pack New Trustees Actually Read](https://www.charityplatform.com/blog/trustee-onboarding-pack): Most trustee induction packs are unread PDFs that delay the moment a new trustee can contribute. The slimmer pack and structured first 90...
- [Theory of Change Without the Jargon](https://www.charityplatform.com/blog/theory-of-change-without-the-jargon): Most theory-of-change documents end up unread because they were written in funder language for funder audiences. The plain, one-page vers...
- [TikTok for Charities: When and When Not](https://www.charityplatform.com/blog/tiktok-for-charities-when-and-when-not): TikTok works for some UK charities and quietly damages others. The honest test of whether your charity should invest in it, and the bound...
- [Transactional Emails As Quiet Supporter Touchpoints](https://www.charityplatform.com/blog/transactional-emails-as-quiet-supporter-touchpoints): Donation receipts and confirmation emails are often the most opened messages a charity sends. Treated well, they become trust-building to...
- [Trustee Away Day Agenda That Isnt Padding](https://www.charityplatform.com/blog/trustee-away-day-agenda-that-isnt-padding): A focused trustee away day agenda that helps boards make real decisions, not just spend time in a room together.
- [Trustee Duties and Board Governance: Complete Guide](https://www.charityplatform.com/blog/trustee-duties-and-board-governance-complete-guide): What trustees are legally required to do, how to run effective board meetings, conflicts of interest, and accountability to the Charity C...
- [Trustee Induction For Digital Risk And Data Protection](https://www.charityplatform.com/blog/trustee-induction-for-digital-risk-and-data-protection): Trustees increasingly oversee digital delivery and data risk, yet induction often lacks practical digital governance content. This guide ...
- [Trustee Induction Pack: What New Trustees Need to Know](https://www.charityplatform.com/blog/trustee-induction-pack-what-new-trustees-need-to-know): A new trustee joins with enthusiasm but no context. Here is a one-week induction pack that gets them up to speed.
- [Trustee Skills Audit Template for Charities](https://www.charityplatform.com/blog/trustee-skills-audit-template-for-charities): A practical template for reviewing trustee skills, spotting gaps, and building a stronger board without overcomplicating the process.
- [Trustee Skills Audit: A Template Boards Actually Use](https://www.charityplatform.com/blog/trustee-skills-audit-template): Most trustee skills audits get filed and forgotten. This guide gives small UK charity boards a template that fits a 30 minute agenda slot...
- [Trustees and Finance: What You Must Actually Know](https://www.charityplatform.com/blog/trustees-and-finance-what-you-must-know): Most charity trustees are not accountants and should not need to be. The financial literacy trustees need to discharge their duty, the qu...
- [Understanding Restricted Funds: Managing Complexity Across Grants](https://www.charityplatform.com/blog/understanding-restricted-funds-managing-complexity-across-grants): Restricted funds are money you must spend on specific purposes. Here is how to track them without losing your mind.
- [VAT For Charities: The Rules Most Trustees Miss](https://www.charityplatform.com/blog/vat-for-charities-the-rules-most-trustees-miss): UK charities are not automatically VAT exempt. The reliefs are narrow, the irrecoverable VAT is real, and the trading subsidiary question...
- [Video Storytelling on a Phone Budget](https://www.charityplatform.com/blog/video-storytelling-on-a-phone-budget): You do not need a production company to make video that moves supporters. A practical guide to planning, shooting and editing charity vid...
- [Volunteer Governance Done Right](https://www.charityplatform.com/blog/volunteer-governance-done-right): Volunteers are the most under-governed part of most UK charities - and the most exposed. A clear, proportionate governance framework that...
- [Volunteer Recognition Without the Cliches](https://www.charityplatform.com/blog/volunteer-recognition-without-cliches): Certificates in plastic sleeves and a cake at Christmas are not a recognition strategy. The small, specific, regular gestures that genuin...
- [Volunteer Recruitment That Actually Works](https://www.charityplatform.com/blog/volunteer-recruitment-that-actually-works): The recruitment playbook most charities keep reusing was built for a labour market that no longer exists. A pragmatic approach to attract...
- [WhatsApp for Supporter Care, Without the Creep](https://www.charityplatform.com/blog/whatsapp-for-supporter-care-without-the-creep): WhatsApp is now where many UK charity supporters expect to reach the organisations they care about. The right ways to use it for supporte...
- [When to Hire a Fundraiser vs. When to Hire an Agency](https://www.charityplatform.com/blog/when-to-hire-a-fundraiser-vs-an-agency): A practical decision framework for small charities choosing between a first or next fundraiser hire and an agency engagement - and the hy...
- [Will-Writing Weeks: The UK Providers Compared](https://www.charityplatform.com/blog/will-writing-weeks-the-uk-providers-compared): Will-writing campaigns can boost legacy awareness, but provider choice shapes supporter experience and operational workload. This guide c...
- [WordPress Hosting Decisions For Charities: What Matters](https://www.charityplatform.com/blog/wordpress-hosting-decisions-for-charities): Most UK charities choose WordPress hosting on price and regret it later. This guide explains the hosting decisions that affect uptime, se...
- [Working With Lived Experience Advisors](https://www.charityplatform.com/blog/working-with-lived-experience-advisors): Charities increasingly want lived experience advisors involved in decisions, and many get the arrangement wrong. A grounded guide to work...
- [Writing a Charity Annual Report That People Actually Read](https://www.charityplatform.com/blog/writing-a-charity-annual-report-people-read): The trustees annual report is a legal document and a storytelling opportunity, and most charities only treat it as the first. What to inc...
- [Your Social Bio Is Your Hardest Copy](https://www.charityplatform.com/blog/your-social-bio-is-your-hardest-copy): You have 160 characters to explain who you are, who you help, and why a stranger should care. Here is a five-minute exercise to fix yours.

## Published Glossary Terms

- [A/B testing](https://www.charityplatform.com/glossary/ab-testing): A/B testing is a charity digital term for running controlled experiments between two variants to improve a defined outcome metric.
- [Accessibility audit](https://www.charityplatform.com/glossary/accessibility-audit): In digital, Accessibility audit refers to an assurance process used for securing technical compliance, content governance, and robust dat...
- [Accruals accounting](https://www.charityplatform.com/glossary/accruals-accounting): Accruals accounting is a charity finance term for maintaining accurate and balanced financial records through consistent transaction tagg...
- [Accrued income](https://www.charityplatform.com/glossary/accrued-income): Accrued income is a charity finance term for structuring the general ledger, separating duties, and reporting management figures to contr...
- [Acquisition cost](https://www.charityplatform.com/glossary/acquisition-cost): Acquisition cost is an operating term in fundraising focused on crafting fundraising propositions, analyzing prospect donor networks, and...
- [Analytics event schema](https://www.charityplatform.com/glossary/analytics-event-schema): Analytics event schema is a charity digital term for measuring supporter interactions across web and marketing channels to capture accura...
- [Annual fund](https://www.charityplatform.com/glossary/annual-fund): Annual fund is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and stewardshi...
- [Annual general meeting](https://www.charityplatform.com/glossary/annual-general-meeting): In governance, Annual general meeting refers to an operating term used for structuring board and committee oversight so decisions are law...
- [API token rotation](https://www.charityplatform.com/glossary/api-token-rotation): API token rotation is an operating term in digital focused on reducing cyber and operational risk through preventative controls and teste...
- [Appeal optimisation checklist](https://www.charityplatform.com/glossary/appeal-optimisation-checklist): Appeal optimisation checklist is a charity fundraising term for increasing supporter retention and lifetime value through better proposit...
- [Appeal optimisation framework](https://www.charityplatform.com/glossary/appeal-optimisation-framework): Appeal optimisation framework is a charity fundraising term for increasing supporter retention and lifetime value through better proposit...
- [Appeal optimisation model](https://www.charityplatform.com/glossary/appeal-optimisation-model): Appeal optimisation model is a charity fundraising term for increasing supporter retention and lifetime value through better proposition ...
- [Appeal optimisation plan](https://www.charityplatform.com/glossary/appeal-optimisation-plan): Appeal optimisation plan is a charity fundraising term for increasing supporter retention and lifetime value through better proposition a...
- [Appeal optimisation review](https://www.charityplatform.com/glossary/appeal-optimisation-review): Appeal optimisation review is a charity fundraising term for increasing supporter retention and lifetime value through better proposition...
- [Appeal proposition](https://www.charityplatform.com/glossary/appeal-proposition): Appeal proposition is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and ste...
- [Articles of association](https://www.charityplatform.com/glossary/articles-of-association): Articles of association is a charity governance term for conducting external reviews, meeting constitutional duties, and addressing inter...
- [Ask suppression logic](https://www.charityplatform.com/glossary/ask-suppression-logic): In fundraising, Ask suppression logic refers to an operating term used for increasing supporter value while maintaining compliant, donor-...
- [Asset lifecycle management](https://www.charityplatform.com/glossary/asset-lifecycle-management): In operations, Asset lifecycle management refers to an operating term used for valuing and tracking physical or digital assets over their...
- [Asset register](https://www.charityplatform.com/glossary/asset-register): Asset register is a register in finance focused on valuing and tracking physical or digital assets over their useful life while accountin...
- [Attribution model](https://www.charityplatform.com/glossary/attribution-model): Attribution model is a charity digital term for measuring supporter interactions across web and marketing channels to capture accurate pe...
- [Audit and risk committee](https://www.charityplatform.com/glossary/audit-and-risk-committee): In governance, Audit and risk committee refers to an assurance process used for structuring board and committee oversight so decisions ar...
- [Audit threshold](https://www.charityplatform.com/glossary/audit-threshold): The audit threshold is the level of gross income or total assets above which a UK charity is legally required to have a full professional...
- [Audit trail](https://www.charityplatform.com/glossary/audit-trail): Audit trail is an assurance process in digital focused on securing technical compliance, content governance, and robust data hygiene acro...
- [Backup policy](https://www.charityplatform.com/glossary/backup-policy): Backup policy is a charity digital term for reducing cyber and operational risk through preventative controls and tested recovery capabil...
- [Bank reconciliation](https://www.charityplatform.com/glossary/bank-reconciliation): Bank reconciliation is a charity finance term for maintaining accurate and balanced financial records through consistent transaction tagg...
- [Baseline assessment](https://www.charityplatform.com/glossary/baseline-assessment): Baseline assessment is a charity operations term for establishing experimental baselines and control indicators to measure true service i...
- [Behavioural triggers](https://www.charityplatform.com/glossary/behavioural-triggers): In fundraising, Behavioural triggers refers to an operating term used for increasing supporter retention and lifetime value through bette...
- [Benefits realisation](https://www.charityplatform.com/glossary/benefits-realisation): Benefits realisation is a charity operations term for running safe, consistent, and measurable service delivery across teams and locations.
- [Bid no bid criteria](https://www.charityplatform.com/glossary/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 t...
- [Board appraisal](https://www.charityplatform.com/glossary/board-appraisal): Board appraisal is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, document...
- [Board assurance framework](https://www.charityplatform.com/glossary/board-assurance-framework): Board assurance framework is a charity governance term for structuring board and committee oversight so decisions are lawful, documented,...
- [Board diversity matrix](https://www.charityplatform.com/glossary/board-diversity-matrix): Board diversity matrix is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, d...
- [Board fundraising dashboard](https://www.charityplatform.com/glossary/board-fundraising-dashboard): In fundraising, Board fundraising dashboard refers to an operating term used for structuring board and committee oversight so decisions a...
- [Board minutes](https://www.charityplatform.com/glossary/board-minutes): In governance, Board minutes refers to an operating term used for structuring board and committee oversight so decisions are lawful, docu...
- [Board paper](https://www.charityplatform.com/glossary/board-paper): Board paper is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and accountable.
- [Board quorum](https://www.charityplatform.com/glossary/board-quorum): In governance, Board quorum refers to an operating term used for structuring board and committee oversight so decisions are lawful, docum...
- [Bounce management](https://www.charityplatform.com/glossary/bounce-management): Bounce management is an operating term in digital focused on protecting sender reputation and inbox placement for supporter and donor com...
- [Budget governance checklist](https://www.charityplatform.com/glossary/budget-governance-checklist): In finance, Budget governance checklist refers to a checklist used for planning and monitoring financial resilience against delivery risk...
- [Budget governance framework](https://www.charityplatform.com/glossary/budget-governance-framework): In finance, Budget governance framework refers to a framework used for planning and monitoring financial resilience against delivery risk...
- [Budget governance model](https://www.charityplatform.com/glossary/budget-governance-model): In finance, Budget governance model refers to a framework used for planning and monitoring financial resilience against delivery risk and...
- [Budget governance policy](https://www.charityplatform.com/glossary/budget-governance-policy): Budget governance policy is a charity finance term for planning and monitoring financial resilience against delivery risk and income vola...
- [Budget variance](https://www.charityplatform.com/glossary/budget-variance): Budget variance is an operating term in finance focused on planning and monitoring financial resilience against delivery risk and income ...
- [Business continuity governance](https://www.charityplatform.com/glossary/business-continuity-governance): Business continuity governance is an operating term in governance focused on identifying, logging, and resolving operational risks before...
- [Business continuity plan](https://www.charityplatform.com/glossary/business-continuity-plan): In operations, Business continuity plan refers to a plan used for identifying, logging, and resolving operational risks before they becom...
- [Business intelligence](https://www.charityplatform.com/glossary/business-intelligence): Business intelligence is a charity digital term for configuring marketing automation platforms, backend integration layers, and user trac...
- [Business rates relief](https://www.charityplatform.com/glossary/business-rates-relief): Business rates relief is an operating term in finance focused on managing physical charity estates, statutory property reliefs, and asset...
- [Campaign attribution window](https://www.charityplatform.com/glossary/campaign-attribution-window): In fundraising, Campaign attribution window refers to an operating term used for increasing supporter retention and lifetime value throug...
- [Canonical URL](https://www.charityplatform.com/glossary/canonical-url): In digital, Canonical URL refers to an operating term used for improving search discoverability through technical hygiene and intent-led ...
- [Capacity planning](https://www.charityplatform.com/glossary/capacity-planning): Capacity planning is a charity operations term for managing staff capacity, operational logs, and data security procedures to maintain de...
- [Capital appeal](https://www.charityplatform.com/glossary/capital-appeal): Capital appeal is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and steward...
- [Capitalisation policy](https://www.charityplatform.com/glossary/capitalisation-policy): Capitalisation policy is a charity finance term for valuing and tracking physical or digital assets over their useful life while accounti...
- [Case for support](https://www.charityplatform.com/glossary/case-for-support): Case for support is a charity fundraising term for crafting fundraising propositions, analyzing prospect donor networks, and measuring ma...
- [Case management](https://www.charityplatform.com/glossary/case-management): In operations, Case management refers to an operating term used for coordinating frontline service delivery so access criteria and handof...
- [Cash flow forecast](https://www.charityplatform.com/glossary/cash-flow-forecast): In finance, Cash flow forecast refers to an operating term used for planning and monitoring financial resilience against delivery risk an...
- [Cash reserve months](https://www.charityplatform.com/glossary/cash-reserve-months): In finance, Cash reserve months refers to an operating term used for planning and monitoring financial resilience against delivery risk a...
- [Challenge event fundraising](https://www.charityplatform.com/glossary/challenge-event-fundraising): Challenge event fundraising is a charity fundraising term for building localized community, corporate, or tribute-based support networks ...
- [Change control board](https://www.charityplatform.com/glossary/change-control-board): Change control board is a charity operations term for structuring board and committee oversight so decisions are lawful, documented, and ...
- [Channel attribution](https://www.charityplatform.com/glossary/channel-attribution): Channel attribution is a charity digital term for measuring supporter interactions across web and marketing channels to capture accurate ...
- [Charity Commission return](https://www.charityplatform.com/glossary/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 ...
- [Chart of accounts](https://www.charityplatform.com/glossary/chart-of-accounts): Chart of accounts is an operating term in finance focused on structuring the general ledger, separating duties, and reporting management ...
- [Chatbot fallback flow](https://www.charityplatform.com/glossary/chatbot-fallback-flow): In digital, Chatbot fallback flow refers to an operating term used for configuring marketing automation platforms, backend integration la...
- [Christmas appeal](https://www.charityplatform.com/glossary/christmas-appeal): Christmas appeal is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and stewa...
- [CIO](https://www.charityplatform.com/glossary/cio): A CIO is a Charitable Incorporated Organisation, a legal structure that gives a charity corporate status and limited liability without se...
- [Clinical governance](https://www.charityplatform.com/glossary/clinical-governance): Clinical governance is a charity operations term for managing staff capacity, operational logs, and data security procedures to maintain ...
- [Code of conduct](https://www.charityplatform.com/glossary/code-of-conduct): In governance, Code of conduct refers to an operating term used for ensuring employment compliance, staff wellbeing, and professional wor...
- [Commissioned services income](https://www.charityplatform.com/glossary/commissioned-services-income): In finance, Commissioned services income refers to an operating term used for managing outbound spend and inbound service contracts throu...
- [Committee terms of reference](https://www.charityplatform.com/glossary/committee-terms-of-reference): Committee terms of reference is a charity governance term for structuring board and committee oversight so decisions are lawful, document...
- [Community fundraising](https://www.charityplatform.com/glossary/community-fundraising): In fundraising, Community fundraising refers to an operating term used for building localized community, corporate, or tribute-based supp...
- [Competency framework](https://www.charityplatform.com/glossary/competency-framework): In operations, Competency framework refers to a framework used for running volunteer operations with clear role boundaries, training stan...
- [Complaints handling process](https://www.charityplatform.com/glossary/complaints-handling-process): Complaints handling process is a charity operations term for protecting people from harm and ensuring incidents are escalated and governe...
- [Complaints policy](https://www.charityplatform.com/glossary/complaints-policy): In governance, Complaints policy refers to a policy used for protecting people from harm and ensuring incidents are escalated and governe...
- [Compliance calendar](https://www.charityplatform.com/glossary/compliance-calendar): In governance, Compliance calendar refers to an operating term used for structuring regulated lottery products, raffles, and central oper...
- [Conflict management checklist](https://www.charityplatform.com/glossary/conflict-management-checklist): In governance, Conflict management checklist refers to a checklist used for coordinating general trustee meetings, maintaining policy rev...
- [Conflict management framework](https://www.charityplatform.com/glossary/conflict-management-framework): Conflict management framework is a charity governance term for coordinating general trustee meetings, maintaining policy reviews, and man...
- [Conflict management policy](https://www.charityplatform.com/glossary/conflict-management-policy): Conflict management policy is a charity governance term for coordinating general trustee meetings, maintaining policy reviews, and managi...
- [Conflict management register](https://www.charityplatform.com/glossary/conflict-management-register): Conflict management register is a charity governance term for coordinating general trustee meetings, maintaining policy reviews, and mana...
- [Conflict management review](https://www.charityplatform.com/glossary/conflict-management-review): In governance, Conflict management review refers to an assurance process used for coordinating general trustee meetings, maintaining poli...
- [Conflict register](https://www.charityplatform.com/glossary/conflict-register): Conflict register is a charity governance term for coordinating general trustee meetings, maintaining policy reviews, and managing organi...
- [Conflicts of interest](https://www.charityplatform.com/glossary/conflicts-of-interest): Conflicts of interest is an operating term in governance focused on clarifying oversight, accountability, and regulatory compliance in tr...
- [Consent records](https://www.charityplatform.com/glossary/consent-records): In digital, Consent records refers to an operating term used for securing technical compliance, content governance, and robust data hygie...
- [Constituent relationship management](https://www.charityplatform.com/glossary/constituent-relationship-management): In digital, Constituent relationship management refers to an operating term used for organising supporter and service-user data so teams ...
- [Constitution](https://www.charityplatform.com/glossary/constitution): Constitution is an operating term in governance focused on conducting external reviews, meeting constitutional duties, and addressing int...
- [Content governance workflow](https://www.charityplatform.com/glossary/content-governance-workflow): Content governance workflow is a charity digital term for securing technical compliance, content governance, and robust data hygiene acro...
- [Continuous improvement cycle](https://www.charityplatform.com/glossary/continuous-improvement-cycle): Continuous improvement cycle is a charity operations term for defining core operational models, lessons inventories, and baseline plans t...
- [Contract income](https://www.charityplatform.com/glossary/contract-income): In finance, Contract income refers to an operating term used for managing outbound spend and inbound service contracts through formal sou...
- [Contract management](https://www.charityplatform.com/glossary/contract-management): Contract management is an operating term in operations focused on managing outbound spend and inbound service contracts through formal so...
- [Control group](https://www.charityplatform.com/glossary/control-group): In operations, Control group refers to an operating term used for establishing experimental baselines and control indicators to measure t...
- [Conversion tracking](https://www.charityplatform.com/glossary/conversion-tracking): Conversion tracking is an operating term in digital focused on crafting fundraising propositions, analyzing prospect donor networks, and ...
- [Cookie consent mode](https://www.charityplatform.com/glossary/cookie-consent-mode): Cookie consent mode is an operating term in digital focused on measuring supporter interactions across web and marketing channels to capt...
- [Core Web Vitals](https://www.charityplatform.com/glossary/core-web-vitals): Core Web Vitals is a charity digital term for improving search discoverability through technical hygiene and intent-led content structure.
- [Corporate partnership](https://www.charityplatform.com/glossary/corporate-partnership): Corporate partnership is a charity fundraising term for building localized community, corporate, or tribute-based support networks to dri...
- [Corporation tax](https://www.charityplatform.com/glossary/corporation-tax): In finance, Corporation tax refers to an operating term used for meeting tax and reclaim rules so charity income is recorded and recovere...
- [Cost allocation](https://www.charityplatform.com/glossary/cost-allocation): Cost allocation is an operating term in finance focused on tracking restricted versus unrestricted funding, allocating overhead costs, an...
- [Cost per beneficiary](https://www.charityplatform.com/glossary/cost-per-beneficiary): Cost per beneficiary is an operating term in finance focused on tracking restricted versus unrestricted funding, allocating overhead cost...
- [Cost recovery](https://www.charityplatform.com/glossary/cost-recovery): Cost recovery is a charity finance term for reducing cyber and operational risk through preventative controls and tested recovery capabil...
- [Counterfactual](https://www.charityplatform.com/glossary/counterfactual): In operations, Counterfactual refers to an operating term used for establishing experimental baselines and control indicators to measure ...
- [Crawl budget](https://www.charityplatform.com/glossary/crawl-budget): Crawl budget is a charity digital term for planning and monitoring financial resilience against delivery risk and income volatility.
- [CRM](https://www.charityplatform.com/glossary/crm): In digital, CRM refers to an operating term used for organising supporter and service-user data so teams can trust records and act consis...
- [CRM migration checklist](https://www.charityplatform.com/glossary/crm-migration-checklist): In digital, CRM migration checklist refers to a checklist used for organising supporter and service-user data so teams can trust records ...
- [CRM migration framework](https://www.charityplatform.com/glossary/crm-migration-framework): In digital, CRM migration framework refers to a framework used for organising supporter and service-user data so teams can trust records ...
- [CRM migration plan](https://www.charityplatform.com/glossary/crm-migration-plan): In digital, CRM migration plan refers to a plan used for organising supporter and service-user data so teams can trust records and act co...
- [CRM migration playbook](https://www.charityplatform.com/glossary/crm-migration-playbook): In digital, CRM migration playbook refers to a checklist used for organising supporter and service-user data so teams can trust records a...
- [CRM migration review](https://www.charityplatform.com/glossary/crm-migration-review): CRM migration review is a charity digital term for organising supporter and service-user data so teams can trust records and act consiste...
- [Cross-team campaign brief](https://www.charityplatform.com/glossary/cross-team-campaign-brief): Cross-team campaign brief is a charity operations term for increasing supporter retention and lifetime value through better proposition a...
- [Cumulative Layout Shift](https://www.charityplatform.com/glossary/cumulative-layout-shift): Cumulative Layout Shift is a charity digital term for improving search discoverability through technical hygiene and intent-led content s...
- [Dashboard KPI](https://www.charityplatform.com/glossary/dashboard-kpi): Dashboard KPI is a measurement metric in digital focused on configuring marketing automation platforms, backend integration layers, and u...
- [Data breach response plan](https://www.charityplatform.com/glossary/data-breach-response-plan): Data breach response plan is a plan in operations focused on managing staff capacity, operational logs, and data security procedures to m...
- [Data dictionary](https://www.charityplatform.com/glossary/data-dictionary): Data dictionary is an operating term in digital focused on organising supporter and service-user data so teams can trust records and act ...
- [Data model](https://www.charityplatform.com/glossary/data-model): Data model is a charity digital term for organising supporter and service-user data so teams can trust records and act consistently.
- [Data processor agreement](https://www.charityplatform.com/glossary/data-processor-agreement): Data processor agreement is a working agreement in governance focused on managing personal data lawfully with clear risk controls before ...
- [Data protection officer](https://www.charityplatform.com/glossary/data-protection-officer): In governance, Data protection officer refers to an operating term used for coordinating general trustee meetings, maintaining policy rev...
- [Data quality checklist](https://www.charityplatform.com/glossary/data-quality-checklist): Data quality checklist is a checklist in digital focused on securing technical compliance, content governance, and robust data hygiene ac...
- [Data quality checks](https://www.charityplatform.com/glossary/data-quality-checks): Data quality checks is an operating term in digital focused on securing technical compliance, content governance, and robust data hygiene...
- [Data quality framework](https://www.charityplatform.com/glossary/data-quality-framework): In digital, Data quality framework refers to a framework used for securing technical compliance, content governance, and robust data hygi...
- [Data quality plan](https://www.charityplatform.com/glossary/data-quality-plan): Data quality plan is a plan in digital focused on securing technical compliance, content governance, and robust data hygiene across digit...
- [Data quality playbook](https://www.charityplatform.com/glossary/data-quality-playbook): Data quality playbook is a charity digital term for securing technical compliance, content governance, and robust data hygiene across dig...
- [Data quality review](https://www.charityplatform.com/glossary/data-quality-review): Data quality review is an assurance process in digital focused on securing technical compliance, content governance, and robust data hygi...
- [Data retention operations](https://www.charityplatform.com/glossary/data-retention-operations): Data retention operations is a charity operations term for managing personal data lawfully with clear risk controls before high-impact pr...
- [Data retention policy](https://www.charityplatform.com/glossary/data-retention-policy): Data retention policy is a policy in governance focused on managing personal data lawfully with clear risk controls before high-impact pr...
- [Data warehouse](https://www.charityplatform.com/glossary/data-warehouse): Data warehouse is a charity digital term for running reliable web operations, automated code delivery, and secure cloud datasets for digi...
- [DBS check policy](https://www.charityplatform.com/glossary/dbs-check-policy): DBS check policy is a charity governance term for protecting people from harm and ensuring incidents are escalated and governed correctly.
- [Debtors and creditors](https://www.charityplatform.com/glossary/debtors-and-creditors): Debtors and creditors is a charity finance term for maintaining accurate and balanced financial records through consistent transaction ta...
- [Decision log](https://www.charityplatform.com/glossary/decision-log): In governance, Decision log refers to a register used for structuring board and committee oversight so decisions are lawful, documented, ...
- [Deferred income](https://www.charityplatform.com/glossary/deferred-income): Deferred income is an operating term in finance focused on structuring the general ledger, separating duties, and reporting management fi...
- [Delegated authority matrix](https://www.charityplatform.com/glossary/delegated-authority-matrix): Delegated authority matrix is an operating term in governance focused on structuring board and committee oversight so decisions are lawfu...
- [Demand forecasting](https://www.charityplatform.com/glossary/demand-forecasting): In operations, Demand forecasting refers to an operating term used for defining core operational models, lessons inventories, and baselin...
- [Dependency log](https://www.charityplatform.com/glossary/dependency-log): In operations, Dependency log refers to a register used for managing staff capacity, operational logs, and data security procedures to ma...
- [Depreciation policy](https://www.charityplatform.com/glossary/depreciation-policy): Depreciation policy is a charity finance term for valuing and tracking physical or digital assets over their useful life while accounting...
- [Designated funds](https://www.charityplatform.com/glossary/designated-funds): Designated funds are unrestricted funds that trustees have set aside for a specific future purpose through an internal decision.
- [Digital appeal conversion](https://www.charityplatform.com/glossary/digital-appeal-conversion): Digital appeal conversion is a charity fundraising term for increasing supporter retention and lifetime value through better proposition ...
- [Direct mail response](https://www.charityplatform.com/glossary/direct-mail-response): In fundraising, Direct mail response refers to an operating term used for crafting fundraising propositions, analyzing prospect donor net...
- [Disaster recovery exercise](https://www.charityplatform.com/glossary/disaster-recovery-exercise): Disaster recovery exercise is a charity operations term for reducing cyber and operational risk through preventative controls and tested ...
- [Disaster recovery plan](https://www.charityplatform.com/glossary/disaster-recovery-plan): In digital, Disaster recovery plan refers to a plan used for reducing cyber and operational risk through preventative controls and tested...
- [DKIM](https://www.charityplatform.com/glossary/dkim): DKIM is a charity digital term for protecting sender reputation and inbox placement for supporter and donor communications.
- [DMARC](https://www.charityplatform.com/glossary/dmarc): DMARC is an email-authentication policy that tells receiving mail servers how to handle messages that fail SPF or DKIM checks for your do...
- [Domain reputation](https://www.charityplatform.com/glossary/domain-reputation): In digital, Domain reputation refers to an operating term used for protecting sender reputation and inbox placement for supporter and don...
- [Domain security](https://www.charityplatform.com/glossary/domain-security): Domain security is an operating term in digital focused on reducing cyber and operational risk through preventative controls and tested r...
- [Donated goods valuation](https://www.charityplatform.com/glossary/donated-goods-valuation): Donated goods valuation is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and man...
- [Donor attrition](https://www.charityplatform.com/glossary/donor-attrition): Donor attrition is an operating term in fundraising focused on increasing supporter retention and lifetime value through better propositi...
- [Donor journey](https://www.charityplatform.com/glossary/donor-journey): In fundraising, Donor journey refers to an operating term used for increasing supporter retention and lifetime value through better propo...
- [Donor lifetime value](https://www.charityplatform.com/glossary/donor-lifetime-value): In fundraising, Donor lifetime value refers to an operating term used for increasing supporter retention and lifetime value through bette...
- [Donor retention checklist](https://www.charityplatform.com/glossary/donor-retention-checklist): In fundraising, Donor retention checklist refers to a checklist used for managing personal data lawfully with clear risk controls before ...
- [Donor retention framework](https://www.charityplatform.com/glossary/donor-retention-framework): In fundraising, Donor retention framework refers to a framework used for managing personal data lawfully with clear risk controls before ...
- [Donor retention model](https://www.charityplatform.com/glossary/donor-retention-model): Donor retention model is a framework in fundraising focused on managing personal data lawfully with clear risk controls before high-impac...
- [Donor retention plan](https://www.charityplatform.com/glossary/donor-retention-plan): In fundraising, Donor retention plan refers to a plan used for managing personal data lawfully with clear risk controls before high-impac...
- [Donor retention rate](https://www.charityplatform.com/glossary/donor-retention-rate): Donor retention rate is an operating term in fundraising focused on managing personal data lawfully with clear risk controls before high-...
- [Donor retention review](https://www.charityplatform.com/glossary/donor-retention-review): Donor retention review is an assurance process in fundraising focused on managing personal data lawfully with clear risk controls before ...
- [Donor stewardship](https://www.charityplatform.com/glossary/donor-stewardship): Donor stewardship is an operating term in fundraising focused on increasing supporter retention and lifetime value through better proposi...
- [DPIA](https://www.charityplatform.com/glossary/dpia): DPIA: A Data Protection Impact Assessment is a documented process used to identify and reduce privacy risks before high-risk personal-dat...
- [Duplicate record merge](https://www.charityplatform.com/glossary/duplicate-record-merge): Duplicate record merge is a charity digital term for organising supporter and service-user data so teams can trust records and act consis...
- [Duty of care](https://www.charityplatform.com/glossary/duty-of-care): Duty of care is an operating term in governance focused on conducting external reviews, meeting constitutional duties, and addressing int...
- [Duty of compliance](https://www.charityplatform.com/glossary/duty-of-compliance): In governance, Duty of compliance refers to an operating term used for conducting external reviews, meeting constitutional duties, and ad...
- [Duty of prudence](https://www.charityplatform.com/glossary/duty-of-prudence): Duty of prudence is a charity governance term for conducting external reviews, meeting constitutional duties, and addressing internal aud...
- [Editorial workflow](https://www.charityplatform.com/glossary/editorial-workflow): Editorial workflow is a charity operations term for standardizing day-to-day procedures and content flows to ensure quality, consistency,...
- [Eligibility criteria](https://www.charityplatform.com/glossary/eligibility-criteria): Eligibility criteria is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay consis...
- [Email authentication checklist](https://www.charityplatform.com/glossary/email-authentication-checklist): In digital, Email authentication checklist refers to a checklist used for protecting sender reputation and inbox placement for supporter ...
- [Email authentication framework](https://www.charityplatform.com/glossary/email-authentication-framework): In digital, Email authentication framework refers to a framework used for protecting sender reputation and inbox placement for supporter ...
- [Email authentication plan](https://www.charityplatform.com/glossary/email-authentication-plan): Email authentication plan is a plan in digital focused on protecting sender reputation and inbox placement for supporter and donor commun...
- [Email authentication playbook](https://www.charityplatform.com/glossary/email-authentication-playbook): In digital, Email authentication playbook refers to a checklist used for protecting sender reputation and inbox placement for supporter a...
- [Email deliverability](https://www.charityplatform.com/glossary/email-deliverability): Email deliverability is an operating term in digital focused on protecting sender reputation and inbox placement for supporter and donor ...
- [Emergency appeal](https://www.charityplatform.com/glossary/emergency-appeal): Emergency appeal is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and stewa...
- [Endowment funds](https://www.charityplatform.com/glossary/endowment-funds): Endowment funds is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and managing no...
- [Equality diversity and inclusion policy](https://www.charityplatform.com/glossary/equality-diversity-and-inclusion-policy): Equality diversity and inclusion policy is a charity governance term for clarifying oversight, accountability, and regulatory compliance ...
- [Error budget](https://www.charityplatform.com/glossary/error-budget): In digital, Error budget refers to an operating term used for planning and monitoring financial resilience against delivery risk and inco...
- [Escalation matrix](https://www.charityplatform.com/glossary/escalation-matrix): Escalation matrix is an operating term in operations focused on identifying, logging, and resolving operational risks before they become ...
- [Ethical investment policy](https://www.charityplatform.com/glossary/ethical-investment-policy): Ethical investment policy is a charity finance term for planning and monitoring financial resilience against delivery risk and income vol...
- [Event risk register](https://www.charityplatform.com/glossary/event-risk-register): Event risk register is a charity fundraising term for identifying, logging, and resolving operational risks before they become major serv...
- [Ex gratia payment](https://www.charityplatform.com/glossary/ex-gratia-payment): Ex gratia payment is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and managing ...
- [External audit findings](https://www.charityplatform.com/glossary/external-audit-findings): External audit findings is a charity governance term for conducting external reviews, meeting constitutional duties, and addressing inter...
- [Extraordinary general meeting](https://www.charityplatform.com/glossary/extraordinary-general-meeting): Extraordinary general meeting is an operating term in governance focused on structuring board and committee oversight so decisions are la...
- [Facilities maintenance schedule](https://www.charityplatform.com/glossary/facilities-maintenance-schedule): In operations, Facilities maintenance schedule refers to a plan used for managing physical charity estates, statutory property reliefs, a...
- [Feature flag](https://www.charityplatform.com/glossary/feature-flag): In digital, Feature flag refers to an operating term used for configuring marketing automation platforms, backend integration layers, and...
- [Finance committee](https://www.charityplatform.com/glossary/finance-committee): Finance committee is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, docume...
- [Finance committee terms of reference](https://www.charityplatform.com/glossary/finance-committee-terms-of-reference): In finance, Finance committee terms of reference refers to a working agreement used for structuring board and committee oversight so deci...
- [First party data](https://www.charityplatform.com/glossary/first-party-data): In digital, First party data refers to an operating term used for configuring marketing automation platforms, backend integration layers,...
- [Form abandonment tracking](https://www.charityplatform.com/glossary/form-abandonment-tracking): In digital, Form abandonment tracking refers to an operating term used for measuring supporter interactions across web and marketing chan...
- [Fraud response plan](https://www.charityplatform.com/glossary/fraud-response-plan): Fraud response plan is a plan in governance focused on coordinating general trustee meetings, maintaining policy reviews, and managing or...
- [Fraud risk assessment](https://www.charityplatform.com/glossary/fraud-risk-assessment): Fraud risk assessment is a charity finance term for identifying, logging, and resolving operational risks before they become major servic...
- [Free reserves](https://www.charityplatform.com/glossary/free-reserves): In finance, Free reserves refers to an operating term used for controlling income, spend, and statutory reporting across charity finance ...
- [Frequency cap](https://www.charityplatform.com/glossary/frequency-cap): Frequency cap is an operating term in fundraising focused on increasing supporter retention and lifetime value through better proposition...
- [Full cost recovery](https://www.charityplatform.com/glossary/full-cost-recovery): Full cost recovery is an operating term in finance focused on reducing cyber and operational risk through preventative controls and teste...
- [Fund accounting](https://www.charityplatform.com/glossary/fund-accounting): Fund accounting is a charity finance term for structuring the general ledger, separating duties, and reporting management figures to cont...
- [Funding application calendar](https://www.charityplatform.com/glossary/funding-application-calendar): In fundraising, Funding application calendar refers to an operating term used for structuring regulated lottery products, raffles, and ce...
- [Fundraising code compliance](https://www.charityplatform.com/glossary/fundraising-code-compliance): In fundraising, Fundraising code compliance refers to an operating term used for upholding strict fundraising standards, sponsor rules, a...
- [Fundraising ethics policy](https://www.charityplatform.com/glossary/fundraising-ethics-policy): In fundraising, Fundraising ethics policy refers to a policy used for upholding strict fundraising standards, sponsor rules, and consent ...
- [Fundraising preference centre](https://www.charityplatform.com/glossary/fundraising-preference-centre): Fundraising preference centre is a charity fundraising term for ensuring supporters who have requested not to be contacted are excluded f...
- [Fundraising regulator compliance](https://www.charityplatform.com/glossary/fundraising-regulator-compliance): In governance, Fundraising regulator compliance refers to an operating term used for meeting formal reporting rules and legal duties set ...
- [Gift Aid](https://www.charityplatform.com/glossary/gift-aid): Gift Aid is a UK tax relief that lets eligible charities reclaim basic-rate tax on qualifying donations from UK taxpayers.
- [Gift Aid declaration](https://www.charityplatform.com/glossary/gift-aid-declaration): In finance, Gift Aid declaration refers to an operating term used for meeting tax and reclaim rules so charity income is recorded and rec...
- [Gift Aid Small Donations Scheme](https://www.charityplatform.com/glossary/gift-aid-small-donations-scheme): Gift Aid Small Donations Scheme is an operating term in finance focused on meeting tax and reclaim rules so charity income is recorded an...
- [Gift Aid uplift rate](https://www.charityplatform.com/glossary/gift-aid-uplift-rate): Gift Aid uplift rate is a charity fundraising term for meeting tax and reclaim rules so charity income is recorded and recovered correctly.
- [Gift ask ladder](https://www.charityplatform.com/glossary/gift-ask-ladder): In fundraising, Gift ask ladder refers to an operating term used for increasing supporter value while maintaining compliant, donor-centre...
- [Gift in kind valuation](https://www.charityplatform.com/glossary/gift-in-kind-valuation): Gift in kind valuation is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and mana...
- [Giving Tuesday campaign](https://www.charityplatform.com/glossary/giving-tuesday-campaign): In fundraising, Giving Tuesday campaign refers to an operating term used for increasing supporter retention and lifetime value through be...
- [Going concern](https://www.charityplatform.com/glossary/going-concern): Going concern is a charity finance term for planning and monitoring financial resilience against delivery risk and income volatility.
- [Governance action log](https://www.charityplatform.com/glossary/governance-action-log): Governance action log is a register in governance focused on conducting external reviews, meeting constitutional duties, and addressing i...
- [Governance maturity model](https://www.charityplatform.com/glossary/governance-maturity-model): Governance maturity model is a framework in governance focused on conducting external reviews, meeting constitutional duties, and address...
- [Governance review](https://www.charityplatform.com/glossary/governance-review): Governance review is a charity governance term for conducting external reviews, meeting constitutional duties, and addressing internal au...
- [Governing document](https://www.charityplatform.com/glossary/governing-document): Governing document is an operating term in governance focused on conducting external reviews, meeting constitutional duties, and addressi...
- [Grant clawback](https://www.charityplatform.com/glossary/grant-clawback): Grant clawback is an operating term in finance focused on managing grant lifecycles from bid to reporting while meeting funder terms and ...
- [Grant compliance checklist](https://www.charityplatform.com/glossary/grant-compliance-checklist): In finance, Grant compliance checklist refers to a checklist used for managing grant lifecycles from bid to reporting while meeting funde...
- [Grant compliance framework](https://www.charityplatform.com/glossary/grant-compliance-framework): In finance, Grant compliance framework refers to a framework used for managing grant lifecycles from bid to reporting while meeting funde...
- [Grant compliance model](https://www.charityplatform.com/glossary/grant-compliance-model): Grant compliance model is a framework in finance focused on managing grant lifecycles from bid to reporting while meeting funder terms an...
- [Grant compliance policy](https://www.charityplatform.com/glossary/grant-compliance-policy): In finance, Grant compliance policy refers to a policy used for managing grant lifecycles from bid to reporting while meeting funder term...
- [Grant compliance review](https://www.charityplatform.com/glossary/grant-compliance-review): Grant compliance review is a charity finance term for managing grant lifecycles from bid to reporting while meeting funder terms and dead...
- [Grant income recognition](https://www.charityplatform.com/glossary/grant-income-recognition): In finance, Grant income recognition refers to an operating term used for managing grant lifecycles from bid to reporting while meeting f...
- [Grant reporting schedule](https://www.charityplatform.com/glossary/grant-reporting-schedule): Grant reporting schedule is a plan in fundraising focused on managing grant lifecycles from bid to reporting while meeting funder terms a...
- [Headless CMS](https://www.charityplatform.com/glossary/headless-cms): Headless CMS is a charity digital term for running reliable web operations, automated code delivery, and secure cloud datasets for digita...
- [Health and safety policy](https://www.charityplatform.com/glossary/health-and-safety-policy): Health and safety policy is a policy in operations focused on ensuring employment compliance, staff wellbeing, and professional workplace...
- [Heritage asset](https://www.charityplatform.com/glossary/heritage-asset): Heritage asset is an operating term in finance focused on valuing and tracking physical or digital assets over their useful life while ac...
- [Identity resolution](https://www.charityplatform.com/glossary/identity-resolution): Identity resolution is an operating term in digital focused on organising supporter and service-user data so teams can trust records and ...
- [Impact measurement plan](https://www.charityplatform.com/glossary/impact-measurement-plan): Impact measurement plan is a charity operations term for defining and measuring the causal link between charity activities, social output...
- [Impact metric](https://www.charityplatform.com/glossary/impact-metric): Impact metric is a charity operations term for defining and measuring the causal link between charity activities, social outputs, and lon...
- [Impairment review](https://www.charityplatform.com/glossary/impairment-review): Impairment review is an assurance process in finance focused on valuing and tracking physical or digital assets over their useful life wh...
- [In-memory giving](https://www.charityplatform.com/glossary/in-memory-giving): In-memory giving is an operating term in fundraising focused on increasing supporter retention and lifetime value through better proposit...
- [Incident escalation protocol](https://www.charityplatform.com/glossary/incident-escalation-protocol): Incident escalation protocol is an operating term in governance focused on identifying, logging, and resolving operational risks before t...
- [Incident log](https://www.charityplatform.com/glossary/incident-log): Incident log is a register in operations focused on identifying, logging, and resolving operational risks before they become major servic...
- [Incident response runbook](https://www.charityplatform.com/glossary/incident-response-runbook): In digital, Incident response runbook refers to a checklist used for identifying, logging, and resolving operational risks before they be...
- [Independent examination](https://www.charityplatform.com/glossary/independent-examination): An independent examination is an external review of charity accounts that provides limited assurance and is required for many charities b...
- [Individual giving](https://www.charityplatform.com/glossary/individual-giving): In fundraising, Individual giving refers to an operating term used for increasing supporter retention and lifetime value through better p...
- [Information asset register](https://www.charityplatform.com/glossary/information-asset-register): Information asset register is a charity governance term for managing personal data lawfully with clear risk controls before high-impact p...
- [Interaction to Next Paint](https://www.charityplatform.com/glossary/interaction-to-next-paint): Interaction to Next Paint is a charity digital term for improving search discoverability through technical hygiene and intent-led content...
- [Internal audit](https://www.charityplatform.com/glossary/internal-audit): In governance, Internal audit refers to an assurance process used for conducting external reviews, meeting constitutional duties, and add...
- [Internal financial controls](https://www.charityplatform.com/glossary/internal-financial-controls): In finance, Internal financial controls refers to an operating term used for structuring the general ledger, separating duties, and repor...
- [Investment policy statement](https://www.charityplatform.com/glossary/investment-policy-statement): In finance, Investment policy statement refers to a policy used for planning and monitoring financial resilience against delivery risk an...
- [Issue tracker](https://www.charityplatform.com/glossary/issue-tracker): Issue tracker is an operating term in operations focused on managing staff capacity, operational logs, and data security procedures to ma...
- [Knowledge base article](https://www.charityplatform.com/glossary/knowledge-base-article): In operations, Knowledge base article refers to an operating term used for managing staff capacity, operational logs, and data security p...
- [KPI review cadence](https://www.charityplatform.com/glossary/kpi-review-cadence): In operations, KPI review cadence refers to a measurement metric used for establishing experimental baselines and control indicators to m...
- [Largest Contentful Paint](https://www.charityplatform.com/glossary/largest-contentful-paint): In digital, Largest Contentful Paint refers to an operating term used for improving search discoverability through technical hygiene and ...
- [Lawful basis](https://www.charityplatform.com/glossary/lawful-basis): In governance, Lawful basis refers to an operating term used for managing personal data lawfully with clear risk controls before high-imp...
- [Lawful basis tagging](https://www.charityplatform.com/glossary/lawful-basis-tagging): Lawful basis tagging is an operating term in digital focused on managing personal data lawfully with clear risk controls before high-impa...
- [Lead scoring model](https://www.charityplatform.com/glossary/lead-scoring-model): In digital, Lead scoring model refers to a framework used for configuring marketing automation platforms, backend integration layers, and...
- [Least privilege](https://www.charityplatform.com/glossary/least-privilege): Least privilege is an operating term in digital focused on reducing cyber and operational risk through preventative controls and tested r...
- [Legacy giving](https://www.charityplatform.com/glossary/legacy-giving): Legacy giving is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and stewards...
- [Legitimate interests assessment](https://www.charityplatform.com/glossary/legitimate-interests-assessment): Legitimate interests assessment is an assurance process in governance focused on managing personal data lawfully with clear risk controls...
- [Lent campaign](https://www.charityplatform.com/glossary/lent-campaign): In fundraising, Lent campaign refers to an operating term used for increasing supporter retention and lifetime value through better propo...
- [Lessons learned register](https://www.charityplatform.com/glossary/lessons-learned-register): Lessons learned register is a charity operations term for defining core operational models, lessons inventories, and baseline plans to di...
- [Liquidity ratio](https://www.charityplatform.com/glossary/liquidity-ratio): Liquidity ratio is a measurement metric in finance focused on planning and monitoring financial resilience against delivery risk and inco...
- [Lone working policy](https://www.charityplatform.com/glossary/lone-working-policy): In operations, Lone working policy refers to a policy used for ensuring employment compliance, staff wellbeing, and professional workplac...
- [Major donor](https://www.charityplatform.com/glossary/major-donor): In fundraising, Major donor refers to an operating term used for increasing supporter retention and lifetime value through better proposi...
- [Management accounts](https://www.charityplatform.com/glossary/management-accounts): In finance, Management accounts refers to an operating term used for structuring the general ledger, separating duties, and reporting man...
- [Marketing automation workflow](https://www.charityplatform.com/glossary/marketing-automation-workflow): In digital, Marketing automation workflow refers to an operating term used for configuring marketing automation platforms, backend integr...
- [Matched giving](https://www.charityplatform.com/glossary/matched-giving): In fundraising, Matched giving refers to an operating term used for increasing supporter retention and lifetime value through better prop...
- [Materiality threshold](https://www.charityplatform.com/glossary/materiality-threshold): Materiality threshold is an operating term in finance focused on structuring the general ledger, separating duties, and reporting managem...
- [Member resolution](https://www.charityplatform.com/glossary/member-resolution): In governance, Member resolution refers to an operating term used for conducting external reviews, meeting constitutional duties, and add...
- [MFA](https://www.charityplatform.com/glossary/mfa): MFA is a charity digital term for reducing cyber and operational risk through preventative controls and tested recovery capability.
- [Mid value donor](https://www.charityplatform.com/glossary/mid-value-donor): Mid value donor is an operating term in fundraising focused on increasing supporter retention and lifetime value through better propositi...
- [Monitoring and evaluation](https://www.charityplatform.com/glossary/monitoring-and-evaluation): Monitoring and evaluation is a charity operations term for defining and measuring the causal link between charity activities, social outp...
- [Near miss reporting](https://www.charityplatform.com/glossary/near-miss-reporting): Near miss reporting is a charity operations term for identifying, logging, and resolving operational risks before they become major servi...
- [Nominal code](https://www.charityplatform.com/glossary/nominal-code): Nominal code is a charity finance term for structuring the general ledger, separating duties, and reporting management figures to control...
- [Non-primary purpose trading](https://www.charityplatform.com/glossary/non-primary-purpose-trading): Non-primary purpose trading is a charity finance term for managing charity-owned trading activities and subsidiaries to generate unrestri...
- [Objects clause](https://www.charityplatform.com/glossary/objects-clause): In governance, Objects clause refers to an operating term used for conducting external reviews, meeting constitutional duties, and addres...
- [Observability](https://www.charityplatform.com/glossary/observability): Observability is an operating term in digital focused on running reliable web operations, automated code delivery, and secure cloud datas...
- [Offboarding checklist](https://www.charityplatform.com/glossary/offboarding-checklist): Offboarding checklist is a charity operations term for running volunteer operations with clear role boundaries, training standards, and s...
- [Onboarding workflow](https://www.charityplatform.com/glossary/onboarding-workflow): In operations, Onboarding workflow refers to an operating term used for running volunteer operations with clear role boundaries, training...
- [One-off donation](https://www.charityplatform.com/glossary/one-off-donation): In fundraising, One-off donation refers to an operating term used for increasing supporter retention and lifetime value through better pr...
- [Operating model](https://www.charityplatform.com/glossary/operating-model): Operating model is a charity operations term for defining core operational models, lessons inventories, and baseline plans to direct serv...
- [Operational resilience testing](https://www.charityplatform.com/glossary/operational-resilience-testing): Operational resilience testing is a charity operations term for identifying, logging, and resolving operational risks before they become ...
- [Opt in statement](https://www.charityplatform.com/glossary/opt-in-statement): Opt in statement is a charity fundraising term for upholding strict fundraising standards, sponsor rules, and consent regulations to buil...
- [Outcome framework](https://www.charityplatform.com/glossary/outcome-framework): Outcome framework is a framework in operations focused on defining and measuring the causal link between charity activities, social outpu...
- [Outcome metric](https://www.charityplatform.com/glossary/outcome-metric): In operations, Outcome metric refers to a measurement metric used for defining and measuring the causal link between charity activities, ...
- [Output metric](https://www.charityplatform.com/glossary/output-metric): Output metric is a charity operations term for establishing experimental baselines and control indicators to measure true service impact ...
- [Payroll giving](https://www.charityplatform.com/glossary/payroll-giving): In finance, Payroll giving refers to an operating term used for increasing supporter retention and lifetime value through better proposit...
- [Peer to peer fundraising](https://www.charityplatform.com/glossary/peer-to-peer-fundraising): Peer to peer fundraising is an operating term in fundraising focused on building localized community, corporate, or tribute-based support...
- [Pension auto-enrolment](https://www.charityplatform.com/glossary/pension-auto-enrolment): Pension auto-enrolment is a charity finance term for ensuring employment compliance, staff wellbeing, and professional workplace standard...
- [Permanent endowment](https://www.charityplatform.com/glossary/permanent-endowment): Permanent endowment is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and managin...
- [Phishing simulation](https://www.charityplatform.com/glossary/phishing-simulation): Phishing simulation is a charity digital term for configuring marketing automation platforms, backend integration layers, and user tracki...
- [Pledge conversion](https://www.charityplatform.com/glossary/pledge-conversion): In fundraising, Pledge conversion refers to an operating term used for crafting fundraising propositions, analyzing prospect donor networ...
- [Policy cycle](https://www.charityplatform.com/glossary/policy-cycle): Policy cycle is a policy in governance focused on coordinating general trustee meetings, maintaining policy reviews, and managing organiz...
- [Policy exception process](https://www.charityplatform.com/glossary/policy-exception-process): In operations, Policy exception process refers to a policy used for managing staff capacity, operational logs, and data security procedur...
- [Policy exception register](https://www.charityplatform.com/glossary/policy-exception-register): Policy exception register is a charity governance term for coordinating general trustee meetings, maintaining policy reviews, and managin...
- [Premises risk assessment](https://www.charityplatform.com/glossary/premises-risk-assessment): Premises risk assessment is a charity operations term for identifying, logging, and resolving operational risks before they become major ...
- [Primary purpose trading](https://www.charityplatform.com/glossary/primary-purpose-trading): In finance, Primary purpose trading refers to an operating term used for managing charity-owned trading activities and subsidiaries to ge...
- [Privacy notice](https://www.charityplatform.com/glossary/privacy-notice): Privacy notice is an operating term in governance focused on managing personal data lawfully with clear risk controls before high-impact ...
- [Process map](https://www.charityplatform.com/glossary/process-map): Process map is an operating term in operations focused on standardizing day-to-day procedures and content flows to ensure quality, consis...
- [Procurement policy](https://www.charityplatform.com/glossary/procurement-policy): Procurement policy is a policy in governance focused on managing outbound spend and inbound service contracts through formal sourcing, se...
- [Procurement workflow](https://www.charityplatform.com/glossary/procurement-workflow): Procurement workflow is a charity operations term for managing outbound spend and inbound service contracts through formal sourcing, sele...
- [Programme logic model](https://www.charityplatform.com/glossary/programme-logic-model): Programme logic model is a framework in operations focused on defining and measuring the causal link between charity activities, social o...
- [Project initiation document](https://www.charityplatform.com/glossary/project-initiation-document): Project initiation document is a charity operations term for defining core operational models, lessons inventories, and baseline plans to...
- [Prospect pipeline](https://www.charityplatform.com/glossary/prospect-pipeline): Prospect pipeline is an operating term in fundraising focused on crafting fundraising propositions, analyzing prospect donor networks, an...
- [Prospect research](https://www.charityplatform.com/glossary/prospect-research): Prospect research is an operating term in fundraising focused on crafting fundraising propositions, analyzing prospect donor networks, an...
- [Public benefit](https://www.charityplatform.com/glossary/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 def...
- [Quality assurance checklist](https://www.charityplatform.com/glossary/quality-assurance-checklist): Quality assurance checklist is a charity operations term for standardizing day-to-day procedures and content flows to ensure quality, con...
- [Quality assurance framework](https://www.charityplatform.com/glossary/quality-assurance-framework): Quality assurance framework is a charity operations term for standardizing day-to-day procedures and content flows to ensure quality, con...
- [Quality assurance plan](https://www.charityplatform.com/glossary/quality-assurance-plan): Quality assurance plan is a plan in operations focused on standardizing day-to-day procedures and content flows to ensure quality, consis...
- [Quality assurance review](https://www.charityplatform.com/glossary/quality-assurance-review): Quality assurance review is a charity operations term for standardizing day-to-day procedures and content flows to ensure quality, consis...
- [Quality assurance workflow](https://www.charityplatform.com/glossary/quality-assurance-workflow): In operations, Quality assurance workflow refers to an operating term used for standardizing day-to-day procedures and content flows to e...
- [RACI matrix](https://www.charityplatform.com/glossary/raci-matrix): RACI matrix is an operating term in operations focused on running safe, consistent, and measurable service delivery across teams and loca...
- [Raffle licence](https://www.charityplatform.com/glossary/raffle-licence): In fundraising, Raffle licence refers to an operating term used for structuring regulated lottery products, raffles, and central operatio...
- [Ramadan appeal](https://www.charityplatform.com/glossary/ramadan-appeal): Ramadan appeal is an operating term in fundraising focused on increasing supporter retention and lifetime value through better propositio...
- [Reactivation campaign](https://www.charityplatform.com/glossary/reactivation-campaign): Reactivation campaign is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and ...
- [Receipts and payments accounting](https://www.charityplatform.com/glossary/receipts-and-payments-accounting): Receipts and payments accounting is an operating term in finance focused on structuring the general ledger, separating duties, and report...
- [Recency campaign](https://www.charityplatform.com/glossary/recency-campaign): In fundraising, Recency campaign refers to an operating term used for increasing supporter retention and lifetime value through better pr...
- [Record disposal schedule](https://www.charityplatform.com/glossary/record-disposal-schedule): In operations, Record disposal schedule refers to a plan used for managing staff capacity, operational logs, and data security procedures...
- [Records of processing](https://www.charityplatform.com/glossary/records-of-processing): In governance, Records of processing refers to an operating term used for managing personal data lawfully with clear risk controls before...
- [Recovery point objective](https://www.charityplatform.com/glossary/recovery-point-objective): Recovery point objective is a charity digital term for reducing cyber and operational risk through preventative controls and tested recov...
- [Recovery time objective](https://www.charityplatform.com/glossary/recovery-time-objective): Recovery time objective is a charity digital term for reducing cyber and operational risk through preventative controls and tested recove...
- [Referral pathway](https://www.charityplatform.com/glossary/referral-pathway): Referral pathway is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay consistent.
- [Regular giving](https://www.charityplatform.com/glossary/regular-giving): Regular giving is a recurring donation arrangement where a supporter authorises ongoing payments, usually monthly, to a charity.
- [Regulator engagement](https://www.charityplatform.com/glossary/regulator-engagement): Regulator engagement is an operating term in governance focused on meeting formal reporting rules and legal duties set by state and secto...
- [Related party transaction](https://www.charityplatform.com/glossary/related-party-transaction): In finance, Related party transaction refers to an operating term used for structuring the general ledger, separating duties, and reporti...
- [Release rollback](https://www.charityplatform.com/glossary/release-rollback): Release rollback is a charity digital term for running reliable web operations, automated code delivery, and secure cloud datasets for di...
- [Remuneration committee](https://www.charityplatform.com/glossary/remuneration-committee): Remuneration committee is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, an...
- [Reserve monitoring checklist](https://www.charityplatform.com/glossary/reserve-monitoring-checklist): In finance, Reserve monitoring checklist refers to a checklist used for planning and monitoring financial resilience against delivery ris...
- [Reserve monitoring framework](https://www.charityplatform.com/glossary/reserve-monitoring-framework): In finance, Reserve monitoring framework refers to a framework used for planning and monitoring financial resilience against delivery ris...
- [Reserve monitoring model](https://www.charityplatform.com/glossary/reserve-monitoring-model): In finance, Reserve monitoring model refers to a framework used for planning and monitoring financial resilience against delivery risk an...
- [Reserve monitoring policy](https://www.charityplatform.com/glossary/reserve-monitoring-policy): Reserve monitoring policy is a policy in finance focused on planning and monitoring financial resilience against delivery risk and income...
- [Reserve monitoring review](https://www.charityplatform.com/glossary/reserve-monitoring-review): In finance, Reserve monitoring review refers to an assurance process used for planning and monitoring financial resilience against delive...
- [Reserved matters](https://www.charityplatform.com/glossary/reserved-matters): Reserved matters is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, documen...
- [Reserves policy](https://www.charityplatform.com/glossary/reserves-policy): A reserves policy explains how much unrestricted reserve a charity should hold and why that level is appropriate for risk and continuity.
- [Resource allocation](https://www.charityplatform.com/glossary/resource-allocation): Resource allocation is an operating term in operations focused on managing staff capacity, operational logs, and data security procedures...
- [Restricted appeal](https://www.charityplatform.com/glossary/restricted-appeal): Restricted appeal is an operating term in fundraising focused on increasing supporter retention and lifetime value through better proposi...
- [Restricted funds](https://www.charityplatform.com/glossary/restricted-funds): Restricted funds are donations or grants that legally must be spent only on the purpose specified by the donor or funder.
- [Return on fundraising investment](https://www.charityplatform.com/glossary/return-on-fundraising-investment): Return on fundraising investment is an operating term in fundraising focused on crafting fundraising propositions, analyzing prospect don...
- [RFM segmentation](https://www.charityplatform.com/glossary/rfm-segmentation): RFM segmentation is a charity fundraising term for increasing supporter retention and lifetime value through better proposition and stewa...
- [Risk appetite statement](https://www.charityplatform.com/glossary/risk-appetite-statement): In governance, Risk appetite statement refers to an operating term used for identifying, logging, and resolving operational risks before ...
- [Risk control measure](https://www.charityplatform.com/glossary/risk-control-measure): In operations, Risk control measure refers to an operating term used for identifying, logging, and resolving operational risks before the...
- [Risk governance checklist](https://www.charityplatform.com/glossary/risk-governance-checklist): Risk governance checklist is a checklist in governance focused on identifying, logging, and resolving operational risks before they becom...
- [Risk governance framework](https://www.charityplatform.com/glossary/risk-governance-framework): In governance, Risk governance framework refers to a framework used for identifying, logging, and resolving operational risks before they...
- [Risk governance policy](https://www.charityplatform.com/glossary/risk-governance-policy): Risk governance policy is a policy in governance focused on identifying, logging, and resolving operational risks before they become majo...
- [Risk governance register](https://www.charityplatform.com/glossary/risk-governance-register): In governance, Risk governance register refers to a register used for identifying, logging, and resolving operational risks before they b...
- [Risk governance review](https://www.charityplatform.com/glossary/risk-governance-review): In governance, Risk governance review refers to an assurance process used for identifying, logging, and resolving operational risks befor...
- [Risk register](https://www.charityplatform.com/glossary/risk-register): In governance, Risk register refers to a register used for identifying, logging, and resolving operational risks before they become major...
- [Role based access control](https://www.charityplatform.com/glossary/role-based-access-control): Role based access control is a charity digital term for reducing cyber and operational risk through preventative controls and tested reco...
- [Safeguarding lead](https://www.charityplatform.com/glossary/safeguarding-lead): Safeguarding lead is an operating term in governance focused on protecting people from harm and ensuring incidents are escalated and gove...
- [Safeguarding policy](https://www.charityplatform.com/glossary/safeguarding-policy): Safeguarding policy is a charity governance term for protecting people from harm and ensuring incidents are escalated and governed correc...
- [Safeguarding referral](https://www.charityplatform.com/glossary/safeguarding-referral): In operations, Safeguarding referral refers to an operating term used for protecting people from harm and ensuring incidents are escalate...
- [Scenario planning](https://www.charityplatform.com/glossary/scenario-planning): Scenario planning is a charity finance term for planning and monitoring financial resilience against delivery risk and income volatility.
- [Scheme of delegation](https://www.charityplatform.com/glossary/scheme-of-delegation): Scheme of delegation is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and ...
- [Screen reader testing](https://www.charityplatform.com/glossary/screen-reader-testing): Screen reader testing is a charity digital term for securing technical compliance, content governance, and robust data hygiene across dig...
- [Search intent mapping](https://www.charityplatform.com/glossary/search-intent-mapping): Search intent mapping is an operating term in digital focused on improving search discoverability through technical hygiene and intent-le...
- [Segregation of duties](https://www.charityplatform.com/glossary/segregation-of-duties): In finance, Segregation of duties refers to an operating term used for structuring the general ledger, separating duties, and reporting m...
- [Sensitivity analysis](https://www.charityplatform.com/glossary/sensitivity-analysis): Sensitivity analysis is a charity finance term for planning and monitoring financial resilience against delivery risk and income volatility.
- [Serious incident report](https://www.charityplatform.com/glossary/serious-incident-report): A serious incident report is a formal notification to the Charity Commission when a significant event causes or risks substantial harm, l...
- [Service delivery model](https://www.charityplatform.com/glossary/service-delivery-model): Service delivery model is a framework in operations focused on coordinating frontline service delivery so access criteria and handoffs st...
- [Service design checklist](https://www.charityplatform.com/glossary/service-design-checklist): Service design checklist is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay co...
- [Service design framework](https://www.charityplatform.com/glossary/service-design-framework): Service design framework is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay co...
- [Service design plan](https://www.charityplatform.com/glossary/service-design-plan): Service design plan is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay consist...
- [Service design review](https://www.charityplatform.com/glossary/service-design-review): Service design review is an assurance process in operations focused on coordinating frontline service delivery so access criteria and han...
- [Service design workflow](https://www.charityplatform.com/glossary/service-design-workflow): Service design workflow is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay con...
- [Service handoff protocol](https://www.charityplatform.com/glossary/service-handoff-protocol): In operations, Service handoff protocol refers to an operating term used for coordinating frontline service delivery so access criteria a...
- [Service level agreement](https://www.charityplatform.com/glossary/service-level-agreement): In digital, Service level agreement refers to a working agreement used for coordinating frontline service delivery so access criteria and...
- [Service level target](https://www.charityplatform.com/glossary/service-level-target): Service level target is an operating term in operations focused on coordinating frontline service delivery so access criteria and handoff...
- [Service user feedback loop](https://www.charityplatform.com/glossary/service-user-feedback-loop): Service user feedback loop is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay ...
- [Single sign-on](https://www.charityplatform.com/glossary/single-sign-on): Single sign-on is an operating term in digital focused on reducing cyber and operational risk through preventative controls and tested re...
- [Single supporter view](https://www.charityplatform.com/glossary/single-supporter-view): Single supporter view is a charity digital term for configuring marketing automation platforms, backend integration layers, and user trac...
- [Sitemap index](https://www.charityplatform.com/glossary/sitemap-index): Sitemap index is an operating term in digital focused on improving search discoverability through technical hygiene and intent-led conten...
- [Social media policy](https://www.charityplatform.com/glossary/social-media-policy): Social media policy is a policy in governance focused on clarifying oversight, accountability, and regulatory compliance in trustee decis...
- [Society lottery](https://www.charityplatform.com/glossary/society-lottery): In fundraising, Society lottery refers to an operating term used for structuring regulated lottery products, raffles, and central operati...
- [SOFA](https://www.charityplatform.com/glossary/sofa): SOFA refers to the Statement of Financial Activities, a key financial statement in UK charity accounts that shows all income and expendit...
- [Soft opt in](https://www.charityplatform.com/glossary/soft-opt-in): Soft opt in is an operating term in fundraising focused on upholding strict fundraising standards, sponsor rules, and consent regulations...
- [SORP](https://www.charityplatform.com/glossary/sorp): In UK charity accounting, SORP means the Statement of Recommended Practice that explains how charities must apply accounting standards wh...
- [SPF](https://www.charityplatform.com/glossary/spf): In digital, SPF refers to an operating term used for protecting sender reputation and inbox placement for supporter and donor communicati...
- [Sponsor form compliance](https://www.charityplatform.com/glossary/sponsor-form-compliance): Sponsor form compliance is an operating term in fundraising focused on upholding strict fundraising standards, sponsor rules, and consent...
- [Standard operating procedure](https://www.charityplatform.com/glossary/standard-operating-procedure): Standard operating procedure is an operating term in operations focused on standardizing day-to-day procedures and content flows to ensur...
- [Statement of Financial Activities](https://www.charityplatform.com/glossary/statement-of-financial-activities): The Statement of Financial Activities (SOFA) is the primary financial statement for UK charities, recording all incoming resources and th...
- [Stewardship programme checklist](https://www.charityplatform.com/glossary/stewardship-programme-checklist): In fundraising, Stewardship programme checklist refers to a checklist used for increasing supporter retention and lifetime value through ...
- [Stewardship programme framework](https://www.charityplatform.com/glossary/stewardship-programme-framework): In fundraising, Stewardship programme framework refers to a framework used for increasing supporter retention and lifetime value through ...
- [Stewardship programme model](https://www.charityplatform.com/glossary/stewardship-programme-model): Stewardship programme model is a framework in fundraising focused on increasing supporter retention and lifetime value through better pro...
- [Stewardship programme plan](https://www.charityplatform.com/glossary/stewardship-programme-plan): In fundraising, Stewardship programme plan refers to a plan used for increasing supporter retention and lifetime value through better pro...
- [Stewardship programme review](https://www.charityplatform.com/glossary/stewardship-programme-review): In fundraising, Stewardship programme review refers to an assurance process used for increasing supporter retention and lifetime value th...
- [Structured data](https://www.charityplatform.com/glossary/structured-data): In digital, Structured data refers to an operating term used for improving search discoverability through technical hygiene and intent-le...
- [Suggested giving amounts](https://www.charityplatform.com/glossary/suggested-giving-amounts): In fundraising, Suggested giving amounts refers to an operating term used for increasing supporter retention and lifetime value through b...
- [Supplier due diligence](https://www.charityplatform.com/glossary/supplier-due-diligence): Supplier due diligence is an operating term in operations focused on managing outbound spend and inbound service contracts through formal...
- [Support costs](https://www.charityplatform.com/glossary/support-costs): In finance, Support costs refers to an operating term used for structuring the general ledger, separating duties, and reporting managemen...
- [Supporter care](https://www.charityplatform.com/glossary/supporter-care): Supporter care is an operating term in fundraising focused on increasing supporter value while maintaining compliant, donor-centred fundr...
- [Supporter promise](https://www.charityplatform.com/glossary/supporter-promise): In fundraising, Supporter promise refers to an operating term used for upholding strict fundraising standards, sponsor rules, and consent...
- [Supporter segmentation](https://www.charityplatform.com/glossary/supporter-segmentation): Supporter segmentation is an operating term in fundraising focused on increasing supporter retention and lifetime value through better pr...
- [Suppression list](https://www.charityplatform.com/glossary/suppression-list): A suppression list is a record of people who have opted out of communications or who should not be contacted for legal, regulatory, or st...
- [Synthetic monitoring](https://www.charityplatform.com/glossary/synthetic-monitoring): Synthetic monitoring is a charity digital term for running reliable web operations, automated code delivery, and secure cloud datasets fo...
- [Tag management](https://www.charityplatform.com/glossary/tag-management): Tag management is a charity digital term for measuring supporter interactions across web and marketing channels to capture accurate perfo...
- [Team capacity dashboard](https://www.charityplatform.com/glossary/team-capacity-dashboard): In operations, Team capacity dashboard refers to an operating term used for managing staff capacity, operational logs, and data security ...
- [Technical SEO](https://www.charityplatform.com/glossary/technical-seo): Technical SEO is a charity digital term for improving search discoverability through technical hygiene and intent-led content structure.
- [Telemarketing consent](https://www.charityplatform.com/glossary/telemarketing-consent): In fundraising, Telemarketing consent refers to an operating term used for upholding strict fundraising standards, sponsor rules, and con...
- [Thank-you programme](https://www.charityplatform.com/glossary/thank-you-programme): Thank-you programme is a charity fundraising term for increasing supporter value while maintaining compliant, donor-centred fundraising p...
- [Theory of change](https://www.charityplatform.com/glossary/theory-of-change): In operations, Theory of change refers to an operating term used for defining and measuring the causal link between charity activities, s...
- [Timesheet governance](https://www.charityplatform.com/glossary/timesheet-governance): Timesheet governance is an operating term in operations focused on managing staff capacity, operational logs, and data security procedure...
- [Total return approach](https://www.charityplatform.com/glossary/total-return-approach): In finance, Total return approach refers to an operating term used for planning and monitoring financial resilience against delivery risk...
- [Trading subsidiary](https://www.charityplatform.com/glossary/trading-subsidiary): Trading subsidiary is a charity finance term for managing charity-owned trading activities and subsidiaries to generate unrestricted fund...
- [Training matrix](https://www.charityplatform.com/glossary/training-matrix): Training matrix is a charity operations term for running volunteer operations with clear role boundaries, training standards, and safegua...
- [Treasury policy](https://www.charityplatform.com/glossary/treasury-policy): Treasury policy is a charity finance term for tracking restricted versus unrestricted funding, allocating overhead costs, and managing no...
- [Triage process](https://www.charityplatform.com/glossary/triage-process): Triage process is an operating term in operations focused on coordinating frontline service delivery so access criteria and handoffs stay...
- [Tribute fund](https://www.charityplatform.com/glossary/tribute-fund): Tribute fund is an operating term in fundraising focused on building localized community, corporate, or tribute-based support networks to...
- [Trust deed](https://www.charityplatform.com/glossary/trust-deed): Trust deed is a charity governance term for conducting external reviews, meeting constitutional duties, and addressing internal audit rec...
- [Trustee board](https://www.charityplatform.com/glossary/trustee-board): Trustee board is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and account...
- [Trustee expenses](https://www.charityplatform.com/glossary/trustee-expenses): Trustee expenses is an operating term in finance focused on structuring board and committee oversight so decisions are lawful, documented...
- [Trustee induction](https://www.charityplatform.com/glossary/trustee-induction): Trustee induction is an operating term in governance focused on structuring board and committee oversight so decisions are lawful, docume...
- [Trustee liability](https://www.charityplatform.com/glossary/trustee-liability): Trustee liability is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and acc...
- [Trustee oversight checklist](https://www.charityplatform.com/glossary/trustee-oversight-checklist): In governance, Trustee oversight checklist refers to a checklist used for structuring board and committee oversight so decisions are lawf...
- [Trustee oversight framework](https://www.charityplatform.com/glossary/trustee-oversight-framework): In governance, Trustee oversight framework refers to a framework used for structuring board and committee oversight so decisions are lawf...
- [Trustee oversight policy](https://www.charityplatform.com/glossary/trustee-oversight-policy): Trustee oversight policy is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, ...
- [Trustee oversight register](https://www.charityplatform.com/glossary/trustee-oversight-register): Trustee oversight register is a charity governance term for structuring board and committee oversight so decisions are lawful, documented...
- [Trustee oversight review](https://www.charityplatform.com/glossary/trustee-oversight-review): In governance, Trustee oversight review refers to an assurance process used for structuring board and committee oversight so decisions ar...
- [Trustee skills audit](https://www.charityplatform.com/glossary/trustee-skills-audit): Trustee skills audit is an assurance process in governance focused on structuring board and committee oversight so decisions are lawful, ...
- [Trustee succession plan](https://www.charityplatform.com/glossary/trustee-succession-plan): Trustee succession plan is a plan in governance focused on structuring board and committee oversight so decisions are lawful, documented,...
- [Trustees annual report](https://www.charityplatform.com/glossary/trustees-annual-report): The Trustees Annual Report (TAR) is a mandatory document that accompanies a charity’s financial accounts, explaining the charity’s purpos...
- [Trusts and foundations](https://www.charityplatform.com/glossary/trusts-and-foundations): Trusts and foundations is an operating term in fundraising focused on managing grant lifecycles from bid to reporting while meeting funde...
- [Unit cost model](https://www.charityplatform.com/glossary/unit-cost-model): Unit cost model is a framework in finance focused on tracking restricted versus unrestricted funding, allocating overhead costs, and mana...
- [Unrestricted funds](https://www.charityplatform.com/glossary/unrestricted-funds): Unrestricted funds are charity resources that trustees may spend on any activity that supports the charitys objects.
- [Upgrade campaign](https://www.charityplatform.com/glossary/upgrade-campaign): In fundraising, Upgrade campaign refers to an operating term used for increasing supporter retention and lifetime value through better pr...
- [Uptime monitoring](https://www.charityplatform.com/glossary/uptime-monitoring): Uptime monitoring is a charity digital term for running reliable web operations, automated code delivery, and secure cloud datasets for d...
- [Urgency framing](https://www.charityplatform.com/glossary/urgency-framing): Urgency framing is an operating term in fundraising focused on increasing supporter retention and lifetime value through better propositi...
- [UTM governance](https://www.charityplatform.com/glossary/utm-governance): UTM governance is a charity digital term for measuring supporter interactions across web and marketing channels to capture accurate perfo...
- [VAT partial exemption](https://www.charityplatform.com/glossary/vat-partial-exemption): VAT partial exemption is an operating term in finance focused on meeting tax and reclaim rules so charity income is recorded and recovere...
- [Volunteer management](https://www.charityplatform.com/glossary/volunteer-management): Volunteer management is an operating term in operations focused on running volunteer operations with clear role boundaries, training stan...
- [Volunteer operations checklist](https://www.charityplatform.com/glossary/volunteer-operations-checklist): Volunteer operations checklist is a checklist in operations focused on running volunteer operations with clear role boundaries, training ...
- [Volunteer operations framework](https://www.charityplatform.com/glossary/volunteer-operations-framework): In operations, Volunteer operations framework refers to a framework used for running volunteer operations with clear role boundaries, tra...
- [Volunteer operations plan](https://www.charityplatform.com/glossary/volunteer-operations-plan): In operations, Volunteer operations plan refers to a plan used for running volunteer operations with clear role boundaries, training stan...
- [Volunteer operations review](https://www.charityplatform.com/glossary/volunteer-operations-review): In operations, Volunteer operations review refers to an assurance process used for running volunteer operations with clear role boundarie...
- [Volunteer operations workflow](https://www.charityplatform.com/glossary/volunteer-operations-workflow): In operations, Volunteer operations workflow refers to an operating term used for running volunteer operations with clear role boundaries...
- [Volunteer rota](https://www.charityplatform.com/glossary/volunteer-rota): Volunteer rota is an operating term in operations focused on running volunteer operations with clear role boundaries, training standards,...
- [Volunteer safeguarding checks](https://www.charityplatform.com/glossary/volunteer-safeguarding-checks): Volunteer safeguarding checks is an operating term in operations focused on protecting people from harm and ensuring incidents are escala...
- [Voting rights](https://www.charityplatform.com/glossary/voting-rights): Voting rights is a charity governance term for structuring board and committee oversight so decisions are lawful, documented, and account...
- [Waitlist management](https://www.charityplatform.com/glossary/waitlist-management): Waitlist management is a charity operations term for coordinating frontline service delivery so access criteria and handoffs stay consist...
- [WCAG](https://www.charityplatform.com/glossary/wcag): WCAG is an operating term in digital focused on securing technical compliance, content governance, and robust data hygiene across digital...
- [Wealth screening](https://www.charityplatform.com/glossary/wealth-screening): In fundraising, Wealth screening refers to an operating term used for crafting fundraising propositions, analyzing prospect donor network...
- [Webhook revalidation](https://www.charityplatform.com/glossary/webhook-revalidation): In digital, Webhook revalidation refers to an operating term used for running reliable web operations, automated code delivery, and secur...
- [Welcome series](https://www.charityplatform.com/glossary/welcome-series): In fundraising, Welcome series refers to an operating term used for increasing supporter value while maintaining compliant, donor-centred...
- [Whistleblowing policy](https://www.charityplatform.com/glossary/whistleblowing-policy): In governance, Whistleblowing policy refers to a policy used for protecting people from harm and ensuring incidents are escalated and gov...

## Published Pages

- [Contact](https://www.charityplatform.com/contact): Talk to Charity Platform about practical digital strategy support.

## Discovery

- [robots.txt](https://www.charityplatform.com/robots.txt)
- [sitemap.xml](https://www.charityplatform.com/sitemap.xml)
- [pages-sitemap.xml](https://www.charityplatform.com/pages-sitemap.xml)
- [posts-sitemap.xml](https://www.charityplatform.com/posts-sitemap.xml)
- [glossary-sitemap.xml](https://www.charityplatform.com/glossary-sitemap.xml)