crm strategy
CRM Strategy, Digital
A side-by-side decision guide to the three UK charity CRMs on every shortlist, scored on data model, reporting, integrations, support and five-year cost.
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
how to
CRM Strategy, Marketing, Data
The three CRM-driven supporter journeys (welcome, first-gift, lapsed recovery) to build first that pay back the licence fee within a single quarter.
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Governance, Operations, Leadership
The slim charity impact report structure that funders, trustees and supporters actually read, with the outcome data that makes the next funding ask easier.
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Digital, Marketing, Fundraising
Google Ad Grants gives eligible UK charities up to $10,000 a month in free search ads. The working pattern that turns the grant into attributable visits.
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Operations, Fundraising
How the Gift Aid Small Donations Scheme works, the 8,000 pound cap, the matching rule, eligible payment types, and the operational steps to claim it correctly.
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Digital, Operations, Fundraising
The practical digital basics every UK charity shop should have by 2026: EPOS, gift aid capture, stock visibility, online resale and reporting that holds up.
Resource Hub
Guides, templates and research for charity teams
Practical guides and templates for the people doing the work.
guide
Digital, Operations
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.
guide
Fundraising, Storytelling, Marketing
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.
guide
Governance, Leadership, Operations
The slim trustee onboarding pack and the structured first 90 days that get new charity trustees contributing from their very first board meeting onwards.
guide
Leadership, Governance, Strategy
A practical succession planning guide for UK charity chief executives, chairs, trustees and specialists. Proportionate, written down, refreshed annually.
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.