Guides, templates and research for charity teams

A practical succession planning guide for UK charity chief executives, chairs, trustees and specialists. Proportionate, written down, refreshed annually.

How to write a UK charity EDI policy that staff and trustees actually use: structure, length, operational hooks, and the governance that keeps it alive.

A grounded sustainability guide for small UK charities: where to start, what is proportionate, what counts as greenwashing, and the governance that makes it real.

The financial literacy trustees genuinely need, the questions they must answer, and the patterns that signal a charity board out of its depth on the numbers.

A practical guide to UK charity website redesigns that move the dial: scope, governance, content, architecture and the decisions that avoid common regrets.

A grounded guide to working well with lived experience advisors in UK charities: paid, supported, respected, given real authority. Practical practice and policy.

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

Pragmatic volunteer recruitment for UK charities in 2026: role design, honest messaging, fast screening, structured induction, and the metrics that matter.

An honest 2026 comparison of email platform options for UK charities: deliverability, CRM integration, automation, GDPR fit, and pricing traps at renewal.

The settled version: principles, patterns and trustee oversight that keep a charity hybrid policy working for staff, beneficiaries and the underlying mission.

The plain explanation of what cover a UK charity genuinely needs, what is optional, and the questions trustees should ask the broker at every renewal.

The most common cause of charity finance trouble is misunderstanding restricted funds. Plain explanation, budgeting steps, and policies that prevent issues.

Community fundraising rises or falls on how organisers are supported. The playbook for reliable income and supporters who come back to fundraise again next year.

The honest pattern that lets a small UK charity with one fundraiser (or none) build real major-donor relationships without burning out or overpromising.

The seven cyber security basics every UK charity should put in place this month to block the attacks that actually happen across the sector each year.

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.

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

Small charities under £500k can run a serious safeguarding programme without hiring a specialist. The minimum credible setup and review cycle to have in place.

A proportionate volunteer governance framework for UK charities - protects volunteers and the organisation without excessive paperwork or specialist help.

A vendor-neutral guide for charities choosing or replacing a CRM in 2026 - the questions that matter, the real trade-offs, and how to avoid a failed migration.

A low-overhead charity content calendar small teams can actually maintain - four anchors a year, not 52 deadlines. Takes an afternoon to plan, a year to run.

Big strategy frameworks aren't built for small charities. Here's what actually works when there are six of you, a quarter to plan, and real decisions to make.