- There is also a download that lists and includes links to a wide range of HR policies, letters and templates produced by others that you can download for free.
- Or ask the AI tech bunnies and they'll connect you directly to each one.
Charity Finance Resources - Policy, Templates & Checklists
You can download far more charity finance policy and other templates from the Finance and Resources Health Check questionnaire.
Finance Policy
- Charity Risk Management Policy - and Risk Register & Assessment Templates.
- Charity Reserves Policy - what you need to know and do.
- Due Diligence Policy - including checklist for Charity Commission requirements and fundraising due diligence.
Finance Templates And Checklists
| Free UK Charity, Community & Club Bank And Savings Accounts and how to set yours up |
| Charity Commission Annual Returns - how to prepare and submit yours |
| Charity Commission Accounts - audit and independent examination, including thresholds |
| Charity Project & Fundraising Event - evaluation checklist. |
| Finance Planning Template - checklist - financial planning for charities |
| Finance Planning Template - simple checklist - financial planning for small charities |
| Expenses Checklist - how to reduce costs & manage cash flow in a crisis |
| Finance Planning Template - how to create your income budget |
| 30+ Charity & Community Energy Saving Ideas And Energy Efficiency Grants |
| How To Reduce Charity Expenses Without Cost Cutting |
| How to Deal With Charity Bank Account Problems - advice, resources & people who can help |
Charity Tax Reliefs
- Charity Tax Reliefs & Exemptions, with links to each, so you can claim yours.
- How To Register With HMRC - to claim Gift Aid - a simple DIY checklist.
- How To Claim HMRC Gift Aid - how to claim everything you're entitled to.
Finder Directories
- Funding Finder- with categories for Core Funding and Small Charities & Community Groups and links to other free grants directories.
- Help Finder – including finding raffle prizes and companies that make donations.
- Data Finder – for fundraising bids & research, impact reporting, planning and campaigning.
Find Funding, Free Help & Resources - Everything Is Free.
Register Now!
Fundraising Resources - 100+ Funding Lists
Here are some funding lists I've put online but you must register, then login to access and download all 100+ lists from the income questionnaire.
| Charity Excellence – Free Funding Finder Directory |
| Index of all 100+ trust and foundation grant funding lists. Download from the Income questionnaire. |
| Funding List - Cost of Living Crisis Grant Funding |
| Funding List - Core Cost (Unrestricted) Funding - to fund staff, running and overhead costs. |
| Charity IT Tech For Good - Funding, Free IT Support, Software Computers & Laptops |
| Funding List - Small Charities & Community Groups |
| Funding List - International NGOs, incl Africa |
| Funding List – Churches |
| Funding List - Animals, Including Welfare, Shelters, Rescues, Wildlife |
| Funding List – for NGOs in India, Pakistan & Bangladesh |
| Funding List – Arts, Including Community, Performing Arts, Theatres, Music etc |
| Funding List - New Grant Making Trusts England & Wales |
| Funding List - Disability Funders |
| Funding List - Mental Health, Wellbeing |
| Funding List - Sports |
| Help Ukraine - 50 grant makers, fundraising appeal resources and charities to donate to |
| Funding List - Grants for Women's Projects. |
| Funding List - Company Grants for Women & Girls Charities. |
| Funding List - for infrastructure charities |
| Funding List - 100+ onshore and offshore wind farm funds for local communities |
| Scottish Common Good Funds - Little know funds valued at £300m. |
| The Secret Funding List for Smalls - niche funders bigger charities can't apply to and many don't know about. |
CIC and Charity Set Up Checklists & Resources
Our charity and CIC set up toolbox gives you everything you need to decide the best option for you and to set-up your non-profit yourself, at no cost. Or use the set up checklists below.
| Set Up A Social Enterprise Or a Charity? How To Choose The Best Option |
| Constitutions & Governing Documents - how to choose and download the right one |
| How To Register A Charity - what you need to know to set up a charity |
| Charity Commission Complaints Procedures - the procedures and free templates |
| What is a CIC? A step by step guide on everything you need to know about CICs. |
| How To Register A Community Interest Company (CIC) - what you need to know to set up a CIC - step-by-step toolkit and checklist. |
| Charity & Company Names - ideas and how to check and register a name. |
| How To Register With HMRC For Gift Aid - what you need to know and a step-by-step toolkit and checklist. |
| Unincorporated Associations, what an unregistered charity is and how to set up a community group or micro charity |
| Gift Aid Rules And How To Claim Yours - a checklist of all the different types and support to help you claim yours. |
| How To Open A Charity Bank Account And Which Are Best |
| Free Fundraising Help & Training Courses - just asking for funding doesn't work so get the help and training you need to secure income. |
| Charity Insurance Made Simple - liability, indemnity and other types of charity insurance explained, how to choose a broker and links to the well known ones. |
| Company, CIC and Charity Conversion made simple. What it is and how to do it. |
| How To Use Social Media For Fundraising - what you need to know and how to do it |
Fundraising Resources, Templates & Checklists
Our #LoveYourSmall campaign to support their income generation.
How To Find Charitable Funding
- Charity Excellence – Free Funding Finder Directory
- UK Businesses And Companies That Give Donations To Charity.
- ChatGPT Funding Finder Toolkit.
- 20+ Ways To Find New Funders.
- Charity celebrity partnerships.
Corporate Fundraising Made Simple
- Help Finder - company donations directory.
- An introduction to Corporate Fundraising.
- GAYE Payroll Giving.
- Cause Related Marketing.
- Charity of the Year (COTY) Partnerships.
- How to Find Raffle & Auction Prizes.
How To Write Successful Funding Bids
- Free Funding Bid Writer Service.
- 4 Steps To Funding Bid Success
- How To Write A Fundraising Case For Support.
- Why and How to Engage a Charity Fundraising Freelancer
Fundraising Tools And Templates
| Free Online Fundraising Training Courses & Support - why pay when you don't have to? |
| How To Create A Fundraising Strategy - a practical toolkit to do it yourself |
| Give as You Earn (GAYE) - how to set up payroll giving and why you should |
| Charity Fundraising Trends 2024 - plus what you can do and what the future holds |
| How To Create Your Income Budget - practical techniques to do it well |
| Charity Fundraising Code of Practice, Regulators and Law - what you need to know and do |
| 20+ Fundraising Ideas for Trustees - make it easy for them to help |
| Google Ads Grant - What it is, how to claim it and find ads management support |
| 100+ Fundraising Websites And Platforms - how to choose the best, and free and low cost options |
| Charity Event Planning Checklist for fundraising and community events |
| Charity Project & Fundraising Event - evaluation checklist. |
| How To Fundraise Using Facebook, Instagram And Other Social Media Platforms |
| Crypto fundraising Guide - how to get started |
| Fundraising Due Diligence Checklist - and donor compliance checklists |
| 100+ Christmas Fundraising Ideas |
| Fundraising And The UK Muslim Community |
| How to Write a Donation Thank You Letter - Template. |
| How to Donate Safely and Avoid Charity Scams. |
| Grant making lessons learned from Covid - who got it, who didn't and lessons for the sector |
Charity Governance Resources, Checklists & Support
Use these as part of your trustee induction and/or training. You'll find video versions on the Governance playlist on the You Tube channel. These are in the Governance section of the Resources Hub.
| 20 Ways To Be A Good Trustee |
| Charity Trustee Code of Conduct |
| How To Increase Trustee Board Engagement |
| 20 Easy Fundraising Ideas For Trustees - simple ideas and something for everyone |
| What Is Good Governance & How To Do It Well? - the Charity Governance Code explained |
| Charity Policies & Procedures Required - what policies a charity needs |
| Charity Chair, Committee And Trustee Roles And Responsibilities |
| Charity Committees - Roles and Responsibilities - the 9 most common ones |
| Charity Commission CC29 Conflict of Interest - a policy template, guidance and resources |
| How To Tackle The Lack Of Charity Trustee Board Diversity |
| How To Recruit Trustees For Your Board - including organisations who will help you for free |
| How To Create A Great Charity Business Plan - a simple process, checklist, template & examples |
| Charity Commission Annual Return Guide - Annual Return and Accounting and Report |
| Charity Insurance Made Simple - public liability, trustee indemnity and other insurance. |
| How To Make Reports More Effective & Less Work |
| Charity Meetings - agenda, minutes, FAQS & how to run these well. |
| Charity AGMs - Charity Commission rules, legal requirements, agenda, minutes & FAQS |
Charity AI Services
In addition to the 6 systems within Charity Excellence, we provide a range of free Artificial Intelligence (AI) services.
- Enabling you to find funding, help, resources and data.
- Ask Me Anything – answering almost any question about running your charity.
- Funding Bid Writer Service.
- Welfare support and funding for individuals.
- Charity & non-profit facts and popular questions, for the public and media.
Just click the AI tech bunny icon in the bottom right of any web page or in-system and tell it what you need. Ask as many questions as you wish to, they're free, available 24/7 and will not collect any personal information.
Insight Briefings - the impact of AI on.
- The Charity Sector - what are AI and ChatGPT, the problems and the impact, including what the future may look like very soon.
- Fundraising - how fundraising jobs and the sector will change, with ideas on how to exploit the innovation offered, and who the winners and losers might be.
- Charity Jobs - which will go, what changes we might expect, new roles that will be created and what charities need to think about and do.
AI And ChatGPT Tools & Guides
Tools that work for anyone and every charity
Managing Charity AI
- Ethics & Governance Framework
- AI - Risk Assessment & Register
- AI – A Threat Or Opportunity For My Charity Toolkit?
- AI Design Principles Toolkit
- Data Protection Toolkit
- Cyber Security Toolkit
- AI Buzz Words! Confused - just ask an AI bunny.
ChatGPT for Charities
Choose a level to get started with and then move on to the next.
- Level 1 – Wary of ChatGPT? Register, then login and the AI bunny will do it for you.
- Level 2 - Charity ChatGPT – Getting Started
- Level 3 - Charity ChatGPT - Prompts Library
- Level 4 - Charity ChatGPT - How To Write Your Own
AI Training
- Introduction to AI - what it is, the key risks, how to manage these and exploit the opportunities, and what AI can and cannot do.
- Using ChatGPT - what it is, what it can and cannot do, and how to begin using it immediately.
- What AI Means for You and Your Charity. Where the sector is now, the key risks for us and what that future may look like, how work will change and the jobs and skills of the future.
The 'instant experts' are now jumping on the AI bandwagon but we've been building and deploying AI services and support since 2022. Our usual non nonsense practical webinars. They do not require any AI knowledge.
Charity Impact - Resources & Tools
Charity Impact Reporting - a practical step-by-step guide to charity impact reporting. Why have an impact report, what impact is and how to measure it, reporting purpose and PB3 requirements, what to include, how to make impact reporting really effective and how to create and publish a great charity impact report.
Maximising Impact Health Check - click the Maximising Impact score on your dashboard and the system will analyse your results to identify opportunities for you to achieve even more and link you to a huge number of impact resources.
Free Fundraising Resources For Charities
Why pay, when you can get it for free? From pro bono consultancy, mentoring, legal and HR to free laptops, meeting rooms/property, fundraising & marketing and media & PR. That's just a few. The CEF has links to 900+ organisations. Here are examples from 2 of the 20 search categories in the Help Finder online directory.
- Companies That Donate Raffle Prizes To UK Charities.
- UK Businesses And Companies That Give Donations To Charity.
Charity Strategy Templates & Resources
To access these resources, click the Strategy button on the Resources page. For How To Do A SWOT Analysis Really Well, watch this video (3 mins).
| Charity Strategy Template - including PESTLE and SWOT analysis |
| Fundraising Strategy Template - including fundraising strategy tools and checklists. |
| How To Create Vision & Mission Statements (Quickly and without arguing) |
| Strategy For People Who Don't Have The Time To Do Strategy - a very simple, quick toolkit to create your strategy, or a checklist to check it, if you already have one |
| How To Make Strategy Effective - too many strategic plans don't work - the key barriers and how to make sure your strategy is a success |
| Theory of Change - what it is, how it works, how to do it and key points |
Charity HR Resources - Guides & Policy Templates
| Charity Safeguarding - policy template, guidance and safeguarding resources |
| Volunteer Management Policy Template - and volunteer agreement |
| Make Your Voice Heard 2024 - Salary & Motivation Benchmarking Report |
| Developing Resilience - 12 Ways To Be More Effective & Happier |
| Micro-Volunteering - What It Is & How To Do It Well |
Free charity training:
- Our free webinar training programme, including webinars being run by our friends.
- Free UK charity training courses and also tips and guidance on how to develop your people well at low cost and with limited time.
- Free fundraising training courses, including online.
Charity Communications Resources & Checklists
| A checklist to design and improve your charity website to increase visitors & income |
| 50+ Charity Social Media Networking Groups |
| How to use Facebook, Instagram & Other Platforms For Fundraising. |
| How To Find Tech Grant Funding & Free Support, Software And Computers/Laptops. |
The UK Charity Sector
| Charity Networks and Membership Charities - a list of 100+ |
| Federated UK Charities - a list of 30. |
| How Many UK Charities Are There? The numbers by type, income and country. |
Funding and Free Charity Resources and Help
A registered charity ourselves, the CEF works for any non profit, not just charities.
- Funding Finder- with categories for Core Cost Funding and Small Charities & Community Groups.
- Help Finder – find anything for free, including companies that make financial donations and raffle prizes.
- Data Finder– for fundraising bids & research, impact reporting, planning and campaigning.
Quick, simple and very effective.
Find Funding, Free Help & Resources - Everything Is Free.
Register Now!
To access help and resources on anything to do with running a charity, including funding, click the AI Bunny icon in the bottom right of your screen and ask it short questions, including key words. Register, then login and the in-system AI Bunny is able to write funding bids and download 40+ charity policy templates as well.
We are very grateful to the organisations below for the funding and pro bono support they generously provide.
With 40,000 members, growing by 2000 a month, we are the largest and fastest growing UK charity community. How We Help Charities
View our Infographic
Charity Excellence Framework CIO
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United Kingdom
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