Guides, templates and research for charity teams

A vendor-neutral buyer's guide to choosing accounting software for small UK charities: fund accounting, Gift Aid, SORP reporting, integrations and cost.

A vendor-neutral framework for choosing a charity website platform, covering total cost of ownership, accessibility, integrations, SEO, security and lock-in.

Compare UK charity fundraising platforms on fees, Gift Aid, payouts, recurring giving, data ownership and total cost, with a practical framework to decide.

A five-minute diagnostic for your charity's CRM. No consultants, no demos, just five honest questions that reveal where the system is quietly leaking value.

A practical buyer's guide for small UK charities choosing their first or next CRM. Use a clear framework covering needs, budget tiers, migration and red flags.

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 practical guide to planning, shooting and editing charity video with a modern phone, free editing tools and a clear story spine. No production company required.

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

The slim trustee onboarding pack and the structured first 90 days that get new charity trustees contributing from their very first board meeting onwards.

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

A repeatable structure for writing case studies that read like real people, not press releases - and a checklist of the consent, voice and editorial choices to

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.

90-day plan for founding a charity: structure choice, governing document, trustee recruitment, and Charity Commission registration. Weekly milestones.

A clear guide to UK charity raffle and lottery rules in 2026: thresholds, licences, trustee duties and the habits that keep your fundraising compliant.

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.

Small charities can run a serious safeguarding programme without hiring a specialist or buying a 200-page binder. The minimum credible setup, written for

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.

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