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.

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

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

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.

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

How to introduce legacy giving with warmth, talk about gifts in wills without being morbid, and build a dependable long-term income stream for your charity.

UK trustee guide to choosing independent examination or statutory audit: thresholds, examiner qualifications, likely fees, and practical timetable implications.

Guide for UK charities on designing impact dashboards non-finance trustees can use for governance decisions, with clear metrics, trends, and risk context.

How UK charities can build a grant-writing calendar that improves bid quality with capacity planning, opportunity scoring, and disciplined review cycles.

UK charity guide to choosing Google Workspace or Microsoft 365: governance, collaboration, security controls, admin overhead, and migration trade-offs.

How Gift Aid works, which donations qualify, how to register and claim through HMRC, and the mistakes that get claims rejected. A plain guide for charity teams.

What UK GDPR requires of charities: lawful bases, when you can contact supporters without consent, and how to handle donor and beneficiary data responsibly.

How UK charities can manage funeral collections and tribute funds with dignity: supporter care workflows, acknowledgements, Gift Aid handling, and stewardship.

What the Fundraising Regulator does, how registration and the Fundraising Badge work, and where charities most often fall short on the fundraising code.

A practical map of charity fundraising compliance: the Code of Fundraising Practice, data protection law, and the rules for events, lotteries and collections.

Why donors stop giving, how to measure your donor retention rate, and the practical changes that keep supporters giving to your charity for much longer.

Do charities pay business rates? A plain guide to mandatory 80 percent relief, discretionary relief, who qualifies, and how to avoid overpaying on premises.

Guide for UK charities to embed digital accessibility governance in content workflows with ownership, checks, remediation tracking, and leadership reporting.