This is the contents list for an online resource base that contains all the toolkits, guides and policies needed to successfully launch a charity, including fundraising and registering with HMRC to claim Gift Aid.

1. 1
Resources cannot cover every aspect for every charity, nor all circumstances,
nor does this constitute professional advice; www.charityexcellence.co.uk Alumna © 2019
Online Resource Base Contents
Main Folders
These resources are designed to be used by anyone to enable a charity to be successfully
launched, including securing funding.
Additionally, the policies specifically cover the issues that the Charity Commission will be
checking for in your charity application, so upload these with your application.
If there’s anything you need that isn’t in here, contact me and I’ll do my best to either
source or create it for you.
1. Charity Excellence Framework Online Toolkit
2. Fundraising
3. Events and Marketing
4. Policies
5. Risk, H&SW and Safeguarding
6. Governance
7. Finance & Resources
Contents List
Folders are in bold, with the policies, tools and guides listed below each.
1. Charity Excellence Framework Online Toolkit
a. How it works and how it helps you.
b. Charity Excellence resource base contents list.
2. Fundraising
Read ‘Getting started – an introduction to fundraising techniques’ first, to work out
which would be best for you.
a. How to write and manage funding bids.
i. How to write a core case for support.

2. 2
Resources cannot cover every aspect for every charity, nor all circumstances,
nor does this constitute professional advice; www.charityexcellence.co.uk Alumna © 2019
1. Capturing the data for your core case.
2. Funding bid checklist.
ii. Why and how to use a freelancer.
1. Freelancer client brief template.
iii. Simple Excel funding bid record sheet.
iv. Christmas fundraising.
v. Ramadan fundraising.
b. How to find funders.
i. 20+ ways to find new funding.
ii. 50 free funding finders.
iii. 30+ free/low cost fundraising platforms.
c. Funder Lists.
i. Animal charities (20+).
ii. Armed Forces charities (20).
iii. Buildings & equipment (30).
iv. Charity support – supermarkets (14).
v. CIC funding sources (70+).
vi. Core funding – staff and running costs (50).
vii. Corporate foundations (150+).
viii. Education (50).
ix. Heritage and churches (180+).
x. Hospices (19).
xi. Music & musicians (130).
xii. Older people (40).
xiii. Small charities (40).
xiv. Start-ups, crisis and less popular causes (29).
xv. Unregistered organisations (40).
xvi. Young people (70).
3. Events and Marketing
a. How to engage your stakeholders - toolkit.
b. 30+ charity social media groups.
c. Events - checklist.
4. Policies
a. Conflict of Interest.
b. Grant making.

3. 3
Resources cannot cover every aspect for every charity, nor all circumstances,
nor does this constitute professional advice; www.charityexcellence.co.uk Alumna © 2019
i. Due diligence.
ii. Grant making agreement.
c. Social media.
i. Social media group guidelines.
d. Safeguarding.
e. H&SW policy statement.
f. Complaints.
g. Informal accommodation agreement.
5. Risk, H&SW and Safeguarding
a. Simple risk assessment matrix.
i. Risk scoring template.
ii. Simple risk management template.
b. Safeguarding records.
6. Governance
a. How to be an effective trustee.
b. The Charity Governance Code – what it is and how to use it.
c. Trustee code of conduct.
d. Trustee recruitment – how to do it well and who can help you.
e. Trustee responsibilities and the law.
7. Finance & Resources
a. 100 providers of free goods and services for charities.
b. How to register with HMRC and claim charitable tax reliefs.
c. How to open a free charity bank account.
d. How to find charity insurance.
e. A simple cash budget/accounts.
f. Simple income and expenditure records.
g. Simple expenses claim form.