Charity toolkits - 10 planning tools, checklists and templates to help and support charities, including fundraising, strategy, financial and business planning resources.
Charity Toolbox - 11 free tools, resources, templates and checklists to help and support charities in planning.
Use Funding Finder, to find a huge range of grants and Help Finder to find lots of free fundraising support and also companies that make product/financial donations. There's a fundraising online health check, with 60+downloadable funder lists, and the Quality Mark. Quick, simple and everything is free.
To find the funding and free help you need - Register Now
This resource provides a charity sector strategic outlook for 2023 by identifying the key issues facing us - effectively a PESTLE analysis you can use and adapt for your strategic planning and fundraising strategy. It offers 2 scenarios for what the future might look like. It also explains the Charity Excellence #Survive&Thrive campaign to support charities in responding to the crisis and identifies steps that you should take for your own charity.
We've used Charity Excellence Big Data to assess where we are now, what we think will happen and when, and what you can do about it to help with your planning. Updated monthly.
Or you can download our Crisis Impact Assessment & Forecast Report we created for grant makers and infrastructure charities. It is very similar but more comprehensvive, including graphs, but will not be updated. It was published on 7 September 2022.
A practical, 3 step strategic plan template and guide to create your charity's strategy, including how to carry out your PESTLE and SWOT analysis, with examples.
A simple to use charity fundraising strategy template that gives you a simple 4 step process, with tools, checklists and examples that anyone can use to create their charity fundraising strategy.
20 ways to generate new funding and find new sources of grants from charitable trusts and foundation for UK charities and small community groups, including a number you may never have thought about before.
This charity financial management checklist and template, enable you to assess and respond to finance risk for your risk register and reserves.
A simpler, small charity version of the of the charity financial planning template. It enables you to easily assess and respond to financial risk, for your risk register and reserves policy
How to improve financial management in 20+ areas, to reduce your charity budget expenditure - overheads, expenses, administration and operating costs, without cost cutting. These can be significant and, even small savings add up, pay you back every month and the funding saved is always 'unrestricted'.
This resource lists 30+ ideas to reduce your energy costs both within your charity workplace and your own home, with links to additional support, including energy efficiency schemes and grants for both organisations and families.
This toolkit provides a checklist of ways to reduce and manage charity cash in a crisis, to prevent your charity closing or insolvency. It identifies 20 ways in which you can generate more cash, to buy you time to implement a recovery plan
Creating a charity budget and forecasting fundraising income is notoriously difficult. This guide provides budgeting worked examples, templates and a range of practical techniques you can use to create your budget and income projections
This practical, planning template (with examples) enables anyone to create a great charity annual business, or project plan, including how to set objectives and targets, reporting, communications and a simple checklist to enable you to ensure it will be a success.
A registered charity ourselves, we provide 8 online health checks, the huge information hub, Quality Mark and 3 online directories.
Fast, Simple & Everything Is Free
To find the funding and free help you need – Register Now
In addition to the 6 systems within Charity Excellence, we provide a range of free Artificial Intelligence (AI) services.
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.
AI Insight Briefings: Impact on:
Toolkits & Guides:
We have created 2 one-hour training webinars.