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 Charity Reserves Policy Template, Why A Policy Is Important, What Reserves Are & How To Create Yours - Charity Commission CC19

Posted 3/29/2022

Charity Commission CC19 is the guidance on reserves - this resource provides an example reserves policy template, a simple guide to why having a reserves policy is important, what you should include, the different types of financial reserves, questions to ask yourself and links to resources to help you

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Charity Risk Management - A Guide And Templates To Assess Risk And Create A Risk Register & Risk Policy

Posted 3/19/2022

This charity risk management guide explains the basics of risk management and assessment. It gives you a simple 3 step process to use and templates for your own risk management policy and risk management register and includes having a charity reserves policy. It can be used for everything from trustee risk planning to assessing and managing charity shop and fundraising event risk.

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Lessons Learned From Covid - UK Charity Trust And Foundation Grant Funding

Posted 9/18/2020

This article uses data from the Charity Excellence Grant Funding Database and Charity Sector Data Store. It provide an analysis of the changing trends in trust and foundation grant funding, some lessons we might learn from that, what that might mean for the future and guidance on how charities might best respond.

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

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