Resource Hub Index - Fundraising, Trust & Foundation Grant Funding, Trustee Governance, Strategy, Impact, People, Finance, Comms & The Toolkits

The Charity Excellence Resource Hub - fundraising, trust & foundation grant funding lists, trustee governance, strategy, impact, people, finance and communications. This is just a tiny fraction of what's available on the system; everything is free. The CEF system itself has 5000+ resource links.

Charity Resource Hub Index Sections

The index has a range of sections for the Funding Finder Database and the 50+ Trust & Foundation Grant Funding Lists, Fundraising, Trustee Governance, Impact, Free Goods & Services, the Charity/CIC Start-up Toolbox, the Charity Toolbox, Strategy, Staff & Volunteers, Marketing & Communications, Finance and Charity & Management Terms. Scroll down to the one you want.

Everything You Need & Everything Is Free

Charity Excellence gives you everything you need in one place - it's simple, quick and completely free.  Eight online health checks, the Funding Finder database and huge resource base, including 50+ downloadable funding lists. 

To find the free help and funding you need – Register Now

50+ Trust & Foundation Grant Funding Lists

In addition to its Funding Finder database, with its 150+ core funders and 400+ links to other free funding finders, the system includes 50+ funder lists. 

Click the link below for the index of all 50+, but I've also published a selction fron each online, see below. Download the full versions of these from the income questionnaire.

Charity Excellence – Free Funding Finder Database

Index of all 50+ trust and foundation grant funding lists. Download from the Income questionnaire.

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 - Animal Welfare & Wildlife Conservation

Funding List – India, Pakistan & Bangladesh

Funding List – Community & Performing Arts

Funding List - New Grant Making Trusts England & Wales

Funding List - Disability Funders

Help Ukraine - 50 grant makers, fundraising appeal resources and charities to donate to

Charity Trustee Governance

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. 

20 Ways To Be A Good Trustee

How To Increase Trustee Board Engagement

How To Engage Your Trustees In Fundraising - their responsibilities, why it matters and how to engage them

20 Ideas To Engage Your Trustees In Fundraising - it can be difficult, but here are lots of ideas you can use

What Is Good Governance & How Can We Do It Well? - the Charity Governance Code explained

Charity Policies & Procedures Required - what you need to know and do 

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, Financial Accounting, Reporting & Audit 

How To Make Reports More Effective & Less Work

Charitable Impact

Impact Resources - links to a whole range of impact webinars, toolkits, 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 200+ organisations. These are displayed in the Help section of each assessment statement, or run a report, or use the query system.

Start-Up Toolbox - How To Set-Up A Charity Or CIC

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:

Starring 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 and a step-by-step DIY guide

Charity Commission Complaints Procedures - the procedures and free templates

How To Register A Community Interest Company (CIC) - what you need to know and a step-by-step DIY guide

How To Register With HMRC For Gift Aid - what you need to know and a step-by-step DIY guide

How To Set Up An Unincorporated Association, community group or micro charity

The Different Types Of Gift Aid And How To Claim These
How To Open A Charity Bank Account And Which Are Best
Getting Started In Fundraising

How To Use Social Media For Fundraising - what you need to know and ow to do it

Charity Toolbox

Ther are 7 toolkits in the toolbox, designed specifically to support charities in addressing the challenges we face.  The full toolkits, in toolkit format and with additional tools, can be downloaded as documents from within the CEF itself. 

Toolkit 1 - How To Create Your Strategy

Toolkit 2 - How To Create Your Fundraising Strategy

Toolkit 3 - How To Create Your Financial Sustainability Plan

Toolkit 4 - How To Create Your Financial Sustainability Plan (Small Charities)

Toolkit 5- How To Save Money Without Cost Cutting

Toolkit 6 - How To Manage Cash In A Crisis

Toolkit 7 - How To Create And Forecast Your Fundraising Income Budget

Toolkit 8 - How To Create A Great Charity Strategic, Business, Fundraising or Other Plan

Charity Strategic Planning

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).  

How To Create Your Strategy - a 3 step guide to create your charity's strategy, including PESTLE and SWOT analysis

How To Create Your Fundraising Strategy - with 4 simple steps and a variety of tools, resources and ideas that anyone can use.

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 Volunteers, Training & Wellbeing

To find these click People.

Charity Safeguarding - policy template, guidance and safeguarding resources

Volunteer Management - How to recruit, retain and manage volunteers

Developing Resilience - 12 Ways To Be More Effective & Happier

Free Staff and Volunteer Development Training

Micro-Volunteering - What It Is & How To Do It Well

Personal development - 100+ articles and videos, listed by topic

Environmental Policy - Template and 50+ ideas

Charity Social Media & Digital

To find these click Communications.

How 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.

How Many UK Charities Are There?  The numbers by type, income and country. 

Charity Finance

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 Toolkit

How To Claim HMRC Gift Aid - The Different Types And How To Make Sure You Claim Everything You're Entitled To

Free UK Charity, Community & Club Bank And Savings Accounts and How To Set Yours Up

How To Prepare And Submit Your Charity Commission Annual Return - Trustee Annual Report And Accounts

Charity Commission Accounts - Audit and Independent Examination

Charity Risk Management - A Guide, A 3 Step Process & Template For Your Risk Register

Charity Reserves Policy - what you need to know and do.

Charity Project & Fundraising Event - evaluation checklist. 

Charity Toolkit 3 - A Simple Checklist & Template For Financial Risk Planning

Charity Toolkit 4 - Small Charity Risk Register Checklist: A Simple Template For Financial Risk Planning

Charity Toolkit 6 - How To Reduce Costs & Manage Cash Flow In A Crisis

Due Diligence Toolkit - including simple checks, Charity Commission requirements and fundraising due diligence

Toolkit 7 - How To Create And Forecast Your Fundraising Income Budget

Charity & Management Terms

Fed up of people 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. 

Make Sure Your Charity Doesn't Miss Out!

These are just a tiny fraction of the resources within the Charity Excellence system, which has 1000s of links to other free help, resources and toolkits.

Find funders using the Funding Finder database and 50+ funder lists.  Health check your charity in half a day, access the huge resource base, including 100s of organisations that provide free help and resources, and achieve the Quality Mark.

Fast, Simple And Everything Is Free.

To find the free help and funding you need – Register Now

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

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