Guides, templates and research for charity teams

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

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.

How UK charities can maintain summer fundraising performance with lighter cadence, focused asks, segment-led messaging, and practical team capacity planning.

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.

Plain-English auto-enrolment duties for small UK charities: workforce checks, qualifying schemes, contributions, compliance declarations, and re-enrolment.

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.

How small charities can measure impact with no research budget: define the change you create, track a few honest indicators, and tell a story funders trust.

How UK charities can manage freelancers with consistent quality through clear briefs, review rules, accountability, and practical low-overhead workflow design.

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

What funders look for, how to build a case they can say yes to, and how to write a grant budget that stands up to scrutiny, for small charity teams.

How to set up recurring donations, choose the right payment method, onboard monthly donors well, and reduce cancellations to build dependable charity income.

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 write volunteer role descriptions that attract the right people, run a welcome that works, and build the habits that make good volunteers stay for years.

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

Practical UK charity guide to DNSSEC and domain hardening: registrar controls, DNS integrity checks, and layered protections to reduce phishing and outage risk.

How UK charities can create cross-team campaign briefs that reduce late rewrites through clearer objectives, ownership, and pre-production alignment checks.

Practical charity guide to CRM migration: preserve supporter history, consent provenance, and reporting continuity with disciplined mapping and reconciliations.

How UK charities can prospect corporate partners with targeted, relationship-led outreach instead of mass cold email messages and low-response campaigns.