Charity budget template
How to use this: enter your expected income and costs for the year, keep restricted and unrestricted separate, and include a fair…
Resources
Charity annual return prep checklist
How to use this: work through the checklist before you log in to file. Gather each item, tick it off, and you…
Charity AI use policy template
How to use this: adapt it to how your charity actually uses AI, keep the human-oversight rule unambiguous, and have trustees adopt…
Charity AGM prep checklist
How to use this: read your governing document first, then use this checklist to plan and run the meeting. Your governing document…
AGM notice wording template
How to use this: check your governing document’s notice rules first, then adapt this wording. Send it to everyone entitled to notice,…