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 Due Diligence Template - A Checklist For Donors, Fundraising, Donations And Partners

Posted 7/30/2020

A charity due diligence template for checks on donations, new fundraising donors, partners contractors or others to help ensure problems will not arise in working with them and comply with donor rules & regulations, such as gift acceptance & refusal, ethical fundraising policies and 'know your donor'. This article also includes links to Charity Commission due diligence compliance toolkits and checklists for donors and partners.

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Charity Project Management - Project & Fundraising Event Evaluation Checklist

Posted 3/26/2022

With fundraising challenging we need to get the most from the management of each project, activity or fundraising event and to maximise the success of our funding bids. This 3 step checklist gives you a simple process to evaluate and compare charity project and event proposals

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Charity Insurance Guidance - Including Public Liability Insurance For Events, Trustee Liability And Brokers

Posted 7/2/2022

Insurance for charities and non profits explained simply. The various types of cover, including public liability insurance for events, employers liability, buildings & contents, vehicle and minibus, and directors and officers (D&O). Plus Charity Commission trustee liability guidance and how to choose an insurance broker.

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

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