Structured templates and planning tools for charity governance, strategy, and programme delivery. Each framework gives you a ready-to-use system for work that would otherwise take days and months to build from scratch or thousands to commission from a consultant. Developed for small and medium-sized UK charities that need professional infrastructure without the cost.
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.
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.
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.
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.
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.
A complete system for running a sponsorship programme: a guide, templates, tools, a procedure, and a relational CRM. Built first for sponsoring a person - an orphan, vulnerable child, student, family, or elderly individual - and extends to a project, ongoing work, or a cause. For small and medium UK charities, not large NGOs.
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.
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.
Word document + guidance notes · Instant download A structured Word template for recording trustee meetings at small UK charities. Built around Charity Commission CC48 guidance. Captures decisions, conflicts, and actions properly - so your minutes hold up when a funder, auditor, or the Commission asks to see them.