Guides, templates and research for charity teams

The practical digital basics every UK charity shop should have by 2026: EPOS, gift aid capture, stock visibility, online resale and reporting that holds up.

Structure, register practice and meeting discipline that turn a charity conflicts policy into a working part of trustee decisions rather than tick-box admin.

A practical monthly CRM data quality routine for UK charities: duplicates, consents, deliverability, gift aid, reporting integrity. For a single data lead.

How UK charities can run marathons, treks and cycle rides at scale without burning out the events team. A practical playbook for sustainable challenge events.

A practical guide to planning, shooting and editing charity video with a modern phone, free editing tools and a clear story spine. No production company required.

Structural choices, copy patterns and form decisions that lift conversion on charity appeal landing pages without losing the voice supporters came for.

A practical path from spreadsheet chaos to one trustworthy Power BI dashboard for charity fundraising, finance and impact, using existing Microsoft 365 licences.

The minimum GA4 configuration UK charities actually need: the events worth tracking, the consent setup that keeps you legal, and the dashboard trustees will open.

Structure, constraints and cheap design moves that produce a charity annual report supporters actually read, without spending more than a long weekend.

Most charity reserves policies are boilerplate trustees signed and forgot. The structure, evidence and review rhythm that turn the policy into a working tool.

The 72-hour checklist, trustee escalation rules and post-incident discipline that prevent a small charity breach from becoming a full regulatory crisis.

Most charity DSARs are handled in a panic. The 30-day workflow, search discipline and redaction approach that keep responses compliant without burning the team.

Most cases for support read like a charity brochure with prices added. The structure, voice and evidence that move donors and trusts from interest to a gift.

Most grant applications get a 90-second skim. The structure, evidence and tone that consistently survive that opening and progress to detailed review.

A small charity can launch a credible podcast for under £500 of kit. The format, equipment, workflow and editorial discipline that produce a sustainable show.

Most charity SEO advice is generic. The five page types that do almost all the organic work for a UK charity website, and how to prioritise them for results.

The pre-event, mid-event and post-event sequence that turns peer-to-peer sign-ups into completed activities and completed activities into repeat fundraisers.

The plain one-page theory of change that charity staff and trustees actually use throughout the year to make decisions about programmes, funding and risk.

The high-impact accessibility fixes UK charities can apply to an existing website without a rebuild, plus the habits that prevent future regression.

UK charities leave around £560m of Gift Aid unclaimed every year. The audit and process changes that recover most of the leak inside a single quarter.

The three CRM-driven supporter journeys (welcome, first-gift, lapsed recovery) to build first that pay back the licence fee within a single quarter.

The slim charity impact report structure that funders, trustees and supporters actually read, with the outcome data that makes the next funding ask easier.

Google Ad Grants gives eligible UK charities up to $10,000 a month in free search ads. The working pattern that turns the grant into attributable visits.

A two-page charity risk register that actually changes decisions - the key fields, maintenance rhythm, and traps that turn most registers into shelf-ware.