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Charity Excellence governance made simple with our free trustee guidance and resources for charities.
The Charity Commission CC3 guidance for trustees explained simply. Charity Trustee Code of Conduct. Charity Chair & Board - role descriptions and responsibilities. Charity trustee role descriptions, including for 9 specialist trustee roles. My simple guide on 20 Ways To Be A Good Trustee.
This article explains what good charity governance is, how trustees should use the UK Charity Governance Code and gives you key questions to use as a checklist for your trustee board's governance.
Charity Meetings - agenda, minutes, FAQS & how to run these well. Charity AGMs - Charity Commission rules, legal requirements, agenda and minutes. Terms of reference for the 10 types of charity committee.
Better still, just register with Charity Excellence and you can assess your governance online in 30 mins and be connected to a huge range of resources; everything is free.
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The Charity Commission trustee guidance includes specific regulations on filing your online annual return, report and accounts. Here's what you need to know and do to prepare and submit yours, with links to all the resources you'll need, including the Charity Commission login.
A practical guide to charity independent examination and audit reports of charity annual accounts, including thresholds, the difference between audit and independent examination, and how to find an auditor or independent examiner, with links to all the resources and Charity Commission guidance you'll need.
There are various charity policies required by UK law and the Commission. This resource provides guidance and links to free sample policies you can use to create yours. It covers key charity policies, including financial reserves, conflict of interest, fundraising, data protection, safeguarding, whistle blowing, risk management and volunteering.
The Charity Commission takes conflict of interest very seriously. This is a sample policy template and guidance for charity trustee boards, with links to other related Charity Commission and Charity Excellence resources.
This resource provides an example reserves policy template, explains why 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. It is a simple guide to the Charity Commission CC19 guidance on reserves and is aimed primarily at small charities.
You can download these and many more policies in Word format. Register, login, click the in-system AI Bunny icon, then the Policies button and tell it what policy template you want.
How to find and recruit charity trustees for a charity board can be challenging, but it doesn't have to be. This practical guide gives you everything you need, including links to organisations who will help you find and recruit trustees for free.
We faces huge challenges and need to appoint the best amongst us to lead. To do that, we need to recruit from the biggest possible pool of trustee candidates - the whole community. As a sector, we don't, but how can any charity board claim to represent its community, if it isn't representative of it? This practical guide explains what the issues are and how to address these.
This resource enables charity trustees to understand the Fundraising Regulator and Charity Commission CC20 regulations and guidance on fundraising and donations, as well as other laws, legislation and regulations.
Many charity trustees find fundraising a challenge and others are simply not able to make a significant financial donation. However, there are lots of opportunities for them to support your work, many that are easy and anyone can do. Here are 20+ of my own.
A practical, 3 step strategic plan template and guide to create your charity's strategy, including how to carry out your PESTLE and SWOT analysis, with examples.
A simple to use charity fundraising strategy template that gives you a simple 4 step process and examples to create your fundraising strategic plan that anyone can use.
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.
For the financial planning toolkits and resources, see the Finance Index.
We need effective charity trustee board and management fundraising, finance and other reporting for good decision making, but writing reports is often very time consuming and all too often these are not acted upon, or sometimes even read. Here are 12 ways in which to ensure that your reports are effective and have impact and take less time to write.
A practical step-by-step guide to impact reporting for charities. The real value in having an impact report, what impact is, measurement, evaluation, what to include, how to make impact reports really effective and how to create and publish a great charity impact report. Not least for your funders. This resource provides a simple example template that anyone can use.
A registered charity ourselves, the CEF works for any non profit, not just charities.
Plus, 60+ policies, 8 online health checks, the Quality Mark and the huge resource base. Our AI Ready programme and our 11 free online AI training courses.
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