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Charity Excellence provides access to 1000s of free nonprofit tools, templates and checklists to help small charities and community groups save time, strengthen governance and improve fundraising. Everything is quick, simple and written in plain English. Below are links to some of our most popular policy templates, strategy guides, funding tools and practical resources. Use these essentials to plan, manage and grow your charity more effectively.
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, and the Quality Mark. Everything is free.
To find the funding and free help you need - Register Now
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
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What free tools and templates are available? Charity Excellence provides free tools and templates covering every area of nonprofit activity, a selection of which are available on the website, including strategy, fundraising, policy templates, financial planning checklists and volunteer management resources.
Are the tools and templates really free? Yes. All tools, templates, checklists and resources on this page are free for charities, CICs, community groups and non‑profits. The far larger range available within the system are also all free.
Do I need to register to download the Word versions? Registration is free; log in to download Word version of toolkits and templates by completing the online health check.
Can I copy and edit the templates for my charity? Yes, you can copy and download and adapt them for your non-profit but may not use these for commercial purposes.
Where should a new charity start? The health check requires no charity or management expertise and will enable you to identify your key priorities. If you need funding, use the Funding Finder grants directory.
Do these templates meet Charity Commission expectations? Yes. Charity Excellence policy templates link directly to relevant Charity Commission guidance and follow best practice for charities.
Are the tools suitable for very small charities and volunteer‑run groups? Absolutely. All tools and templates are designed to be simple, quick to use and suitable for even the smallest community groups.
Do the tools include support for fundraising? Yes. You’ll find fundraising strategy templates, donor due‑diligence checklists, funding search tools and guidance to help you raise more money.
Are safeguarding tools and templates included? Yes. Charity Excellence provides safeguarding templates, procedures and links to additional resources for protecting children and vulnerable adults.
Do you provide financial planning tools? Yes. The page includes finance templates, risk assessments, reserves guidance and simple checklists to help you manage your charity’s money effectively.
Are there templates for volunteer management? Yes. You can access volunteer agreements, role descriptions, management tools and other resources to support your volunteers.
How do I find more specialist templates or support? You can use the Funding Finder, Help Finder and Policy Template directories within Charity Excellence to access 1000s of nonprofit tools and resources for free.
