Resources For Charities - Including Charity Policy Templates

40 free charity policy templates to download (including safeguarding), non profit templates, resources, tools and Charity Commission guidance explained simply.  Scroll down to the section you need - Free UK Charity Policy Templates, Funding Lists & Grants Directory, Charity Set Up Checklists, AI Services, Guides & Tools, Fundraising Resources & Templates, Trustee Governance Help and lots more.

But that's just a tiny fraction of what's in the system. It's free and nearly half our tens of thousands of members rate us 10/10. 

• 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. 

Plus, 100+downloadable funder lists, 8 online health checks and huge resource base.   

Quick, simple and very effective. Nearly half our ratings are 10/10.

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. 

Sample Charity Policy & Procedure Templates

40 Free UK Policy Templates For Charities To Download

You can download any of the policy templates for charities below in Word format by registering (it's free) and then logging in. Once logged in, click the in-system AI bunny icon, then his Policies button and tell him which policy you want.  Watch this 3 min demo video. You can also ask him for a list of all the policy templates. The system will automatically make relevant policies available, as you score relevant questionnaires, but you can find and quickly download all of the policies in the Risk and People questionnaire statements that have POLICY TEMPLATES typed into the text.

• Keeping People Safe.  Safeguarding, bullying and harassment and whistleblowing.
• Finance.  Reserves, risk management and risk register, internal financial controls, cash handling, due diligence, expenses, investment, anti-bribery and anti-money laundering. 
• HR. Charity code of conduct, dress code, expenses, pay & remuneration and volunteer recruitment selection.
• 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. 
• Governance.  Conflicts of interest, board code of conduct, board reserved powers, board skills and experience, and Memorandum of Understanding (MOU). 
• Fundraising.  Ethical fundraising, acceptance & refusal of donations, crypto fundraising, donation refunds, due diligence, fundraising (volunteers), grant making, grant agreement and pro bono company agreement.
• Social Media. Social media group guidelines and social media policy. 
• International.  Staying safe overseas and staying safe overseas (high risk areas),
• Other.  Animal welfare, campaigning, complaints, data protection, environmental, food safety, H&SW, and project & programme assessment. 

100+ Trust & Foundation Grant 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 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 Toolkits & Guides:

Tools that work for anyone and every charity

Managing AI

• Charity AI - Ethics & Governance Framework
• Charity AI - Risk Assessment & Register
• Charity AI - Design Principles Toolkit
• AI – A Threat Or Opportunity For My Charity 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.

Both are practical and neither requires any AI knowledge.

Fundraising Resources, Templates & Checklists

Checklists & Planning Tools

Ten simple, practical tools, planning templates and planning checklists.    

Charity And CIC Set Up Checklists & Guides

Thinking of registering your non-profit, but unable to find what you need.  Try these online guides, infographic and videos that give you everything you need to decide the best option for you and to register your non-profit yourself, at no cost.

Or use these, if you know what you want to do:

Charity Trustee Governance Resources & 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 page. 

Charity Impact - Resources & Tools

Impact Resources - links to a whole range of impact webinars, tools, guides, networks and volunteers.  

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 Goods & Services For Non Profits

Why pay, when you can get it for free?  Links to a wide range of organisations that provide free goods and services to charities.  From pro bono consultancy, mentoring, legal and HR to free software, meeting rooms/property, fundraising & marketing and media & PR. 

That's just a few.  The CEF has links to 100s of organisations. These are displayed in the Help section of each assessment statement, or run a report, or use the query system.  Alternatively, use our Help Finder online directory, which sources a huge range of free goods and services for charities support, including fundraising support and companies that make financial and product donations.    

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 HR - Guides & Policy Templates, Including Safeguarding

Charity Communications Resources & Checklists

Charity & Trustee Finance Checklists, Templates & Resources

Fundraising Support From Companies

Great Charity Raffle Prize Ideas & Companies That Donate Raffle & Tombola Prizes To UK Charities.

UK Businesses And Companies That Give Donations To Charity.

Charity Trustee & Management Terms

Fed up of trustees and management using terms you (and maybe they) don't understand?  This list explains the most common ones in simple plain English. For a much larger list, use the CEF in-system support by clicking the Charity Terms button (top left of your screen), once logged in. 

#SurviveAndThrive - Crisis Support And Funding For Charities

• The system health checks now include crisis assessments.
• The Crisis Toolbox, 10 toolkits, including how to:
  • Find new sources of funding.
  • Reduce your energy costs.
  • Save money without cost cutting.
• And the crisis hub, with links to even more support. 
• We also use the system’s Big Data for our monthly crisis update – the latest information on what you need to know and do. 

A Free One Stop Shop for Everything Your Charity Needs

• Funding Finder - with categories for Core Funding and Small Charities & Community Groups.
• Help Finder – including free fundraising help and companies that make donations.
• Data Finder – for fundraising bids & research, impact reporting, planning and campaigning. 

Plus, 60+downloadable funder lists, 8 online health checks and the huge resource base.  Nearly half of our tens of thousands of members rate us 10/10.

Quick, simple and very effective. Nearly half our ratings are 10/10.

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 30+ charity policy templates as well.