how to
CRM Strategy, Data, Operations
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.
Help shape our 2026 charity CRM benchmark. Complete a 3-minute survey and request the whitepaper when results are published.
Free to read · Written by practitioners
Practical guidance forpeople running charities.
Practical articles, guides and templates covering fundraising, CRM, governance, marketing and operations. Written by practitioners for the people doing the work.
Featured Insights
What charity teams are reading right now
marketing tip
Marketing, Digital, Storytelling
You have 160 characters to explain who you are, who you help, and why a stranger should care. Here is a five-minute exercise to fix yours. for UK charities.
how to
Communications, Governance, Fundraising
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.
marketing tip
Marketing, Operations
How UK charities can use WhatsApp Business for supporter care, follow-up and community building without breaching consent rules or burning out a small team.
marketing tip
Volunteers, Marketing, Culture
Small, specific, frequent gestures beat annual ceremonies. A practical guide to charity volunteer recognition that genuinely makes people feel seen and valued.
how to
Storytelling, Marketing, Digital
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.
Resource Hub
Guides, templates and research for charity teams
Practical guides and templates for the people doing the work.
guide
Finance, Operations, Compliance
A vendor-neutral buyer's guide to choosing accounting software for small UK charities: fund accounting, Gift Aid, SORP reporting, integrations and cost.
guide
Digital, Technology, Operations
A vendor-neutral framework for choosing a charity website platform, covering total cost of ownership, accessibility, integrations, SEO, security and lock-in.
guide
Fundraising, Digital, Technology
Compare UK charity fundraising platforms on fees, Gift Aid, payouts, recurring giving, data ownership and total cost, with a practical framework to decide.
guide
CRM Strategy, Data, Operations
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.
Charity Commission Watch
Fresh guidance, policy, and research with practical action notes
Follow newly updated Charity Commission publications translated into clear next actions for trustees and senior charity teams.
guide
Trustee Guidance, Charity Law & Compliance
Practical analysis of Sales, leases, transfers or mortgages: what trustees need to know about disposing of charity land (CC28), including what changed, who is.
guide
Charity Law & Compliance, Trustee Guidance
Practical analysis of Raising a concern with the Charity Commission (CC47), including what changed, who is affected, and a 30-day checklist for trustees and.