Essential Tools for Running Small Charities Effectively
Governance, strategy, and operational systems
Annual Budgeting Framework for Charities
An Excel budgeting workbook for small UK charities. Build next year's budget from the work you plan to do, see what each programme costs and check the bank balance month by month. Built-in tests tell trustees if the budget is ready to approve. Built around the Charities SORP 2026 and the Charity Governance Code 2025.
Annual Fundraising Planning Framework
An Excel workbook and step-by-step guide for small UK charities planning next year’s fundraising. It builds your target from your budget, tests each income source against your own history, links every activity to a written objective and counts the hours your people have. When something does not add up, it tells you what to change.
Charity Expenditure Tracker
An Excel tracker for recording what your charity spends each month, by fund and cost group. It keeps funders' money separate from general money, shows what each programme has left, and flags any programme that has spent more than it holds. Works alongside the Income Tracker and the Annual Budgeting Framework.
Charity Growth Diagnostic
A structured self-assessment that walks you through seven common breakdown points in small and medium-sized UK charities. It helps you identify where time, money, or momentum is being lost - and what needs attention first. Built for founders, trustees, and CEOs.
Charity Income That Doesn't Depend on One Source
For founders, trustees, and CEOs stuck in reactive fundraising cycles. It explains why income stays fragile in small UK charities, what happens when you rely on too few sources, and how to start building income as a connected system rather than a set of disconnected activities.
Charity Income Tracker
A structured Excel workbook for small UK charities to record income by fund and source as it reaches the bank, month by month. It separates restricted money from unrestricted as you type, keeps a running Gift Aid record, and builds an annual report and live dashboard - aligned to the fund split SORP expects.
Charity Risk Register Template
A structured Excel risk register for small and medium-sized UK charities. Built around Charity Commission CC26 (Charities and Risk Management) and aligned with the Charities SORP 2026 and the 2025 Governance Code. Identifies, assesses, and tracks the risks that matter most - without the complexity of corporate risk management systems that don't fit charity contexts.
Charity Strategy Toolkit
Everything a small UK charity needs to set its direction and write it down properly: a one-page strategy that guides day-to-day decisions, and a full strategic plan that funders, partners, and the Charity Commission can read. Built for charities under £500,000, new or established, with step-by-step guidance and worked examples for each.
Fundraising Campaign Tracker
A structured Excel workbook to track one fundraising appeal from launch to target: cash banked each week, progress by phase, and the pledges and grants still to land, with a dashboard showing where the appeal stands. Built for capital appeals, building funds and time-bound campaigns, and made to sit alongside your day-to-day income records.
Programme Delivery Framework
A complete set of templates and tools for running a charitable programme from idea to final report; propose, plan, control the money, manage partners, monitor, and report. Every step is a ready-to-use document, joined up so it is accountable and evidenced when a funder asks. For small UK charities that deliver or fund others.