Charity Excellence Resource Hub

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Charity trust & foundation grant funding lists and fundraising, trustee governance, strategy and other guides, plus the Charity & Start Up toolboxes, from the huge Charity Excellence resource base.
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‘The additional resources have turned out to be invaluable’. National Animal Welfare Trust Berkshire

Charity Commission Annual Return - How To Prepare And File Your Return, Annual Report And Accounts

Posted 1/2/2022

The Charity Commission guidance includes specific regulations on filing your online annual return, report and accounts. Here's what you need to know and do to prepare and submit yours, with links to all the resources you'll need, including the Charity Commission login.

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Policies Required By UK Law And The Charity Commission - Guidance And Free Sample Policy Templates

Posted 3/22/2022

There are various charity policies required by UK law and the Commission. This resource provides guidance and links to free sample policies you can use to create yours. It covers key charity policies, including financial reserves, conflict of interest, fundraising, data protection, safeguarding, whistle blowing, risk management and volunteering.

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Charity Finance Management - A Template To Use As A Financial Health Checklist

Posted 7/28/2020

This charity financial management checklist and template, enable you to assess and respond to finance risk for your risk register and reserves. There is a simplified financial health checklist for small charities

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The questions are phrased brilliantly - challenging how we prioritise our management time." Ecosystems Knowledge Network

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