Guides, templates and research for charity teams

A practical strategy method for small charity teams: set focus, choose trade-offs, and keep execution moving without long workshops or heavyweight frameworks.

A practical, repeatable process to turn scattered charity data into one decision-ready dashboard your senior team will use, without hiring a BI specialist.

What a trustees annual report must include, how to meet the requirements, and how to write one that supporters and funders actually read rather than file away.

Practical UK charity guide to WordPress hosting decisions: uptime, security posture, backups, support SLAs, and total-cost trade-offs for small digital teams.

Guide for UK charities comparing will-writing campaign providers by supporter journey quality, legal compliance, cost model transparency, and operational fit.

A trustee-level walkthrough of UK charity VAT: business vs non-business activity, the main reliefs, irrecoverable VAT, and when a trading subsidiary is worth it.

A practical trustee skills audit for small UK charity boards: eight categories, a confidence and capacity scoring scale, and a 30 minute meeting format.

Practical guide for UK charities to include digital risk and data protection in trustee induction through governance roles, risk signals, and board questions.

How UK charities can maintain summer fundraising performance with lighter cadence, focused asks, segment-led messaging, and practical team capacity planning.

Where charity digital skills stand in 2026, which gaps hurt small organisations most, and how to close them without a big budget or dedicated digital staff.

Practical UK charity guide to SMS fundraising: PECR consent rules, message structure, send cadence, and performance controls that protect donor trust.

How UK charities can accept shares, land, art and other non-cash gifts safely and tax-efficiently, with a board-ready acceptance policy and donor process.

How online fundraising platforms compare on fees, how to set up your charity and supporter pages, and the choices that decide how much money reaches you.

How to plan charity newsletter content people want, write subject lines that earn opens, and send with a rhythm that keeps supporters engaged rather than annoyed.

How to run a charity auction or raffle at an event legally and profitably: the rules, the tax questions, and the practical steps that raise more on the night.

How UK charities handle restricted funds under SORP: definition, common mistakes, finance system setup, designated funds, reconciliation, and audit triggers.

Practical UK charity guide to push notifications: consent design, segmentation, frequency caps, and measurement controls that improve engagement without fatigue.

UK charity guide to predictive fundraising models: use cases, data readiness, governance controls, and rollout patterns that improve targeting without added risk.

UK charity guide to phishing simulations: realistic scenarios, learning metrics, staff trust safeguards, and governance reporting that reduces incident risk.

Plain-English auto-enrolment duties for small UK charities: workforce checks, qualifying schemes, contributions, compliance declarations, and re-enrolment.

How UK charities register for payroll giving, work with the agencies, pitch HR teams for match funding, and forecast income from year one to year three.

How UK charities can roll out a team password manager safely: vault design, MFA enforcement, least-privilege access, and clean offboarding controls.

UK charity guide to Microsoft 365 nonprofit licensing: eligibility, plan selection, tenant security baseline, and setup mistakes that increase risk and cost.

A pragmatic 30-day plan to enforce multi-factor authentication across staff, trustees and volunteers, aligned to Cyber Essentials and insurer expectations.