Charity Excellence Resource Hub

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Charity trust & foundation grant funding lists and fundraising, trustee governance, strategy and other guides, plus the Charity & Start Up toolboxes, from the huge Charity Excellence resource base.
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‘The additional resources have turned out to be invaluable’. National Animal Welfare Trust Berkshire

Charity Commission Annual Return - How To Prepare And File Your Online Return & Trustee Annual Report

Posted 1/2/2022

The Charity Commission guidance includes specific regulations on filing your online annual return and charity trustees' annual report and accounts. Here's what you need to know and do, with links to all the resources you'll need, including the login.

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Charity Trustee Policies And Procedures Required By The Charity Commission & Law, Including Free Sample Policies

Posted 3/22/2022

Charity Commission regulation and the Law create a potentially a huge range of policies and procedures that charities might need. This resource shows you how to manage that and looks at key charity policies, including financial reserves, conflict of interest, fundraising, data protection, safeguarding, whistle blowing, risk management and volunteering. You can download sample policies for free.

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Charity Financial Management Template - A Checklist For Your Charity Financial Risk Register And Reserves Policy

Posted 7/28/2020

This charity financial management checklist and template, enable you to easily assess and respond to financial risk, for your risk register and reserves policy. There is a simplified version for small charity financial management.

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

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