Guides, templates and research for charity teams

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.

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.

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 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.

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

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

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.

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

The pre-event, mid-event and post-event sequence that turns peer-to-peer sign-ups into completed activities and completed activities into repeat fundraisers.

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.

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

Quarterly UK charity email list hygiene routine: four diagnostic queries, suppression rules, re-engagement window, and workflow that protects deliverability.

Structural choices, copy patterns and form decisions that lift conversion on charity appeal landing pages without losing the voice supporters came for.

A step-by-step walkthrough of registering a charity in England and Wales: the income threshold, the right structure, the governing document and trustee sign-off.

How to find corporate sponsors, work out what your charity can offer a business, price the partnership, and build sponsorships that companies renew.

Most grant applications get a 90-second skim. The structure, evidence and tone that consistently survive that opening and progress to detailed review.

UK charities leave around £560m of Gift Aid unclaimed every year. The audit and process changes that recover most of the leak inside a single quarter.

A working preference centre is one of the cheapest retention tools a charity owns - when supporters actually engage with it. The choices that get it right.

A plain-English working guide to the eight Code of Fundraising Practice provisions that cause the most UK charity breaches and complaints, with practical fixes.

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