Charity Excellence - Financial Planning & Management

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How To Register for Gift Aid - Online Charity Registration

You have to register your charity or CASC with HMRC to claim Gift Aid. This guide to registering gives you practical step-by-step instructions on applying for HMRC charity registration for your Gift Aid reference number, so you can claim everything you're entitled to.
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Financial Planning For Charities - Small Charity Template

Small charity finance may seem daunting, so I created this financial planning checklist and template to help you to create your small charity financial plan.
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Best UK Community Group And Charity Bank Accounts - How to Open One

Everything you need to open a free UK charity bank account for your charity, community group, or non profit club or society, including which might be the best account for your charity, treasurer and bank savings accounts and solutions to the common problems charities experience when opening bank accounts.
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Charity & Community Energy Efficiency Grants & Energy Saving Ideas

30+ energy charity and community energy saving ideas and energy efficiency grants. I've also included home energy saving tips and grants.
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Charity Insurance - Including Trustee Indemnity & Public Liability

An simple, practical charity insurance guide, including charity trustee professional indemnity and public liability insurance for small charities and non profit groups
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How To Reduce Charity Expenses and Operating Costs

Here are 20+ ways, to reduce your charity expenses - budget expenditure and overhead, 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'.
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Charity Finance - Financial Planning For Charities

Charity finance can be a black art but this financial planning template for charities gives you everything you need for managing your charity finances. There is a simplified charity financial planning checklist for small charities
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Charity Cash Management During a Crisis

The cost of living crisis will significantly increase the risk of charity insolvency and closures. This toolkit provides a checklist of ways to reduce and manage charity cash in a crisis or emergency, to avoid the risk of bankruptcy and closure. It identifies 20 ways in which you can generate more cash, to buy you the time you need to implement your recovery plan
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