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Our website index of free charity resources, policies, checklist - Online Charity Policy Templates, 40+ Downloadable Charity Policy Templates, Finance, 3 Finder Directories, 100+ Funding Lists & Grants Directory, Charity Set Up Checklists, AI and ChatGPT Tools, Fundraising Resources & Templates, Trustee Governance Checklists and lots more.
Common policies many charities should have, or are required by UK law or are a Charity Commission policy requirement. Online policy templates, which can be copied but not downloaded. To download policies, see the next section.
| Charity Policies & Procedures Required - what policies a charity needs to have to meet Charity Commission requirements |
| Charity Safeguarding Policy - template, guidance and safeguarding resources |
| Charity Reserves Policy - a guide and template |
| Charity Risk Management Policy - 3 step process & template for your policy & risk register |
| Charity Due Diligence Checklist - donation, donors and partners checks and policies |
| Fundraising Due Diligence Policy and donor compliance checklist. |
| Conflict of Interest Policy - a policy template, guidance and resources |
| Volunteer Management Policy - volunteering policy and agreement templates |
| Charity Social Media Policy |
| Charity Investment Policy Template |
| Ethical Fundraising Policy - template and links to regulatory guidance |
| Grant Making Policy - a simple template to use |
| Staff & Volunteer Code of Conduct |
| Charity Trustee Code of Conduct |
| Environmental Policy - a template and 50+ ideas |
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 charity policy template 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 questionnaires.
You can download far more charity finance policy and other templates from the Finance and Resources Health Check questionnaire.
| Free UK Charity, Community & Club Bank And Savings Accounts and how to set yours up |
| Charity Commission Annual Returns - how to prepare and submit yours |
| Charity Commission Accounts - audit and independent examination, including thresholds |
| Charity Project & Fundraising Event - evaluation checklist. |
| Finance Planning Template - checklist - financial planning for charities |
| Finance Planning Template - simple checklist - financial planning for small charities |
| Expenses Checklist - how to reduce costs & manage cash flow in a crisis |
| Finance Planning Template - how to create your income budget |
| 30+ Charity & Community Energy Saving Ideas And Energy Efficiency Grants |
| How To Reduce Charity Expenses Without Cost Cutting |
| How to Deal With Charity Bank Account Problems - advice, resources & people who can help |
Find Funding, Free Help & Resources - Everything Is Free.
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.
Our charity and CIC set up toolbox gives you everything you need to decide the best option for you and to set-up your non-profit yourself, at no cost. Or use the set up checklists below.
| Set Up 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 to set up a charity |
| Charity Commission Complaints Procedures - the procedures and free templates |
| What is a CIC? A step by step guide on everything you need to know about CICs. |
| How To Register A Community Interest Company (CIC) - what you need to know to set up a CIC - step-by-step toolkit and checklist. |
| How To Register With HMRC For Gift Aid - what you need to know and a step-by-step toolkit and checklist. |
| Unincorporated Associations, what an unregistered charity is and how to set up a community group or micro charity |
| Gift Aid Rules And How To Claim Yours - a checklist of all the different types and support to help you claim yours. |
| How To Open A Charity Bank Account And Which Are Best |
| Free Fundraising Help & Training Courses - just asking for funding doesn't work so get the help and training you need to secure income. |
| Charity Insurance Made Simple - liability, indemnity and other types of charity insurance explained, how to choose a broker and links to the well known ones. |
| Company, CIC and Charity Conversion made simple. What it is and how to do it. |
| How To Use Social Media For Fundraising - what you need to know and how to do it |
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 Hub.
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.
Insight Briefings - the impact of AI on....
Tools that work for anyone and every charity
Choose a level to get started with and then move on to the next.
The 'instant experts' are now jumping on the AI bandwagon but we've been building and deploying AI services and support since 2022. Our usual non nonsense practical webinars. They do not require any AI knowledge.
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.
Why pay, when you can get it for free? From pro bono consultancy, mentoring, legal and HR to free laptops, meeting rooms/property, fundraising & marketing and media & PR. That's just a few. The CEF has links to 900+ organisations. Here are examples from 2 of the 19 search categories in the Help Finder online directory.
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 Strategy Template - including PESTLE and SWOT analysis |
| Fundraising Strategy Template - including fundraising strategy tools and checklists. |
| 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 Safeguarding - policy template, guidance and safeguarding resources |
| Volunteer Management Policy Template - and volunteer agreement |
| Developing Resilience - 12 Ways To Be More Effective & Happier |
| Micro-Volunteering - What It Is & How To Do It Well |
| A checklist 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. |
A registered charity ourselves, the CEF works for any non profit, not just charities.
Plus, 100+downloadable funder lists, 40+ policies, 8 online health checks and the huge resource base.
Quick, simple and very effective.
Find Funding, Free Help & Resources - Everything Is Free.
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.
