New trustee onboarding checklist
How to use this: work through it when a new trustee is appointed. It splits into confirming eligibility, collecting declarations, sharing documents,…
Resources
Grant application pre-submit checklist
How to use this: run through it once the bid is drafted and before you submit. Fix any unchecked item first. Eligibility…
Grant acknowledgement letter template
How to use this: send it soon after receiving the award. Confirm the amount, purpose, conditions and reporting dates against your award…
Gift Aid declaration template (HMRC-compliant)
How to use this: use HMRC’s model wording without changing the mandatory parts. You may add your own reference numbers or branding…
Charity financial year-end close checklist
How to use this: start it a few weeks before your year-end and work through to sign-off. It keeps the close orderly…
Charity event risk quick-check checklist
How to use this: run through it while planning the event and again shortly before. Scale it to the event’s size and…
Donor thank-you wording (three tones)
How to use this: pick the tone that fits your charity and the donor, then personalise it — add their name and…
Charity data protection self-check checklist
How to use this: review each item and act on any gap. This is a starting review; for legal specifics, check ICO…
Conflicts of interest policy template
How to use this: complete it and check it against your governing document, which may set specific rules. Set up an actual…