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.

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.

Structure, register practice and meeting discipline that turn a charity conflicts policy into a working part of trustee decisions rather than tick-box admin.

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.

Methods that produce defensible UK charity benchmarks, the data sources that actually apply, and the trustee oversight that keeps the pay framework fair.

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 monthly CRM data quality routine for UK charities: duplicates, consents, deliverability, gift aid, reporting integrity. For a single data lead.

How UK charities can run marathons, treks and cycle rides at scale without burning out the events team. A practical playbook for sustainable challenge events.

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 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.

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

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

A practical path from spreadsheet chaos to one trustworthy Power BI dashboard for charity fundraising, finance and impact, using existing Microsoft 365 licences.

The minimum GA4 configuration UK charities actually need: the events worth tracking, the consent setup that keeps you legal, and the dashboard trustees will open.

Structure, constraints and cheap design moves that produce a charity annual report supporters actually read, without spending more than a long weekend.

Most charity reserves policies are boilerplate trustees signed and forgot. The structure, evidence and review rhythm that turn the policy into a working tool.

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 72-hour checklist, trustee escalation rules and post-incident discipline that prevent a small charity breach from becoming a full regulatory crisis.

Most charity DSARs are handled in a panic. The 30-day workflow, search discipline and redaction approach that keep responses compliant without burning the team.