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 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.

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

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.

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

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

A practical ethical framework for charity photography: consent, dignity, context, and the small craft choices that separate respectful from extractive imagery.

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

The Microsoft 365 nonprofit grant is generous; the configuration is not. The setup steps that turn the grant into a working productivity and security platform.

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

How a small UK charity can launch a credible legacy giving programme this quarter without a fundraiser, a glossy brochure, or a long delay before action.

How to build a UK charity in-memory programme that respects bereaved families, works well with funeral directors and turns kindness into sustainable income.

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 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.

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