Free Charity Templates, Checklists And Tools

Free charity templates, tools and checklists - 10 resources to help and support charities, including fundraising, strategy, financial and business planning resources.

Free Charity Tools, Templates and Checklists

Charity Toolbox - 10 free charity templates, tools and checklists to help and support charities and non profits.   Use Funding Finder, to find a huge range of grants and Help Finder to find lots of free fundraising support and also companies that make product/financial donations. There's a fundraising online health check, with 100+downloadable funder lists, and the Quality Mark. Quick, simple and everything is free.

To find the funding and free help you need - Register Now

Charity Strategy Template And Planning Tools

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.

Charity Fundraising Strategy Template And Tools

A simple to use charity fundraising strategy template that gives you a simple 4 step process, with tools, checklists and examples that anyone can use to create their charity fundraising strategy.

A Checklist To Find New Sources Of Funding For Your Charity

20 ways to generate new funding and find new sources of grants from charitable trusts and foundation for UK charities and small community groups, including a number you may never have thought about before.

Charity Financial Sustainability Plan Template & Planning Checklist

This charity financial management checklist and template, enable you to assess and respond to finance risk for your risk register and reserves.

Small Charity Financial Planning Template & Checklist

A simpler, small charity version of the of the charity financial planning template. It enables you to easily assess and respond to financial risk, for your risk register and reserves policy

A Checklist To Save Money Without Cost Cutting

How to improve financial management in 20+ areas, to reduce your charity budget expenditure - overheads, expenses, administration and operating costs, without cost cutting. These can be significant and, even small savings add up, pay you back every month and the funding saved is always 'unrestricted'.

A Checklist To Reduce Charity Energy Costs

This resource lists 30+ ideas to reduce your energy costs both within your charity workplace and your own home, with links to additional support, including energy efficiency schemes and grants for both organisations and families.

Checklist To Manage Cash In A Crisis

This toolkit provides a checklist of ways to reduce and manage charity cash in a crisis, to prevent your charity closing or insolvency. It identifies 20 ways in which you can generate more cash, to buy you time to implement a recovery plan

A Template And 4 Tools - Create And Forecast Charity Income

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

Latest Monthly Cost of Living Crisis Update To Help With Planning

We've used Charity Excellence Big Data to assess where we are now, what we think will happen and when, and what you can do about it to help with your planning.  Updated monthly.

Or you can download our Crisis Impact Assessment & Forecast Report we created for grant makers and infrastructure charities.  It is very similar but more comprehensive, including graphs, but will not be updated. It was published on 7 September 2022.

A Template To Create A Charity Business Or Other Plan

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.

Grant Funding, Help, Support And Resources For Charities & Non Profits

A registered charity ourselves, we provide 8 online health checks, the huge information hub, Quality Mark and 3 online directories.

  • Funding Finder - click through to more funders than any other grants directory, categories for Crisis Funding, Core Funding and Small Charities & Community Groups and 50+ downloadable grant lists.
  • Help Finder – find advice, pro bono support and free services and products, including lots of free fundraising support and companies that make product/financial donations.
  • Data Finder - finds data for funding bids, fundraising research, impact reporting, planning and campaigning.

Fast, Simple & Everything Is Free

To find the funding and free help you need – Register Now

Charity Excellence AI Services

In addition to the 6 systems within Charity Excellence, we provide a range of free Artificial Intelligence (AI) services.

  • Enabling you to find funding, help, resources and data.
  • Ask Me Anything – answering almost any question about running your charity.
  • Funding Bid Writer Service.

Just click the AI bunny icon in the bottom right of any web page or in-system and tell it what you need.  Ask as many questions as you wish to, they're free, available 24/7 and will not collect any personal information.

Register Now
We are very grateful to the organisations below for the funding and pro bono support they generously provide.

With 40,000 members, growing by 2000 a month, we are the largest and fastest growing UK charity community. How We Help Charities

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Charity Excellence Framework CIO

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United Kingdom
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