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

Example UK Charity Business Plan - A Template And Checklist For Annual Planning And Projects

Posted 1/15/2022

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.

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Charity Budgeting - Sample Fundraising Budget Template & 4 Practical Techniques For Forecasting Income

Posted 10/21/2020

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

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Charity Finance Management - A Template To Use As A Financial Health Checklist

Posted 7/28/2020

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

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

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