Resource Library
Practical support for better charity finance
Explore free guides, checklists, templates and tools created to help trustees, CEOs, charity leaders and finance teams understand their responsibilities, strengthen financial management and make confident, informed decisions.
Whether you are reviewing your charity’s financial controls, preparing for a trustee meeting or simply looking for a clearer way to approach charity finance, these resources are designed to give you practical support you can use.
Trustee Finance Confidence Checklist
Trustees do not need to be accountants, but they do need to understand their charity’s financial position and know which questions to ask.
The Trustee Finance Confidence Checklist provides a practical starting point for reviewing financial oversight, identifying areas that may need more attention and supporting better conversations between trustees, charity leaders and finance teams.
Guides & Checklists
Clear, practical guidance to help charity leaders and trustees understand financial responsibilities, review current arrangements and identify sensible next steps.
Financial Red Flags
A practical guide to help charity leaders recognise common financial warning signs and know when to take a closer look.
Crisis Budgeting
A practical checklist to help charities take stock, prioritise spending and make informed decisions when finances are under pressure.
Budget Review
A practical checklist to help trustees review the charity’s budget, challenge assumptions and ask the right questions before approving it.
Templates and Tools
Charity Bookkeeping
A simple bookkeeping spreadsheet to help small charities record and categorise their income and expenditure in one place.