Resource library · free toolkits, templates and guides
The practical library for people who build nonprofits
211 really practical toolkits, templates and guides for nonprofit and NGO leaders, and the consultants and funders who support them. A mix of the classics and newer methods.
Suggestions are welcome211 resources · 15 topics · 137 publishers · 197 free to use
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10 resources found
- Search: charity ai
- 12.1C155
The Charity Digital Code of Practice 2025
A voluntary code of good practice that helps UK charities benchmark digital progress and make digital decisions. It sets out 8 principles: leadership, user led, culture, strategy, data, skills, risk and ethics, and adaptability. Separate editions exist for charities with income above and below £1 million. The 2025 update adds a data principle, AI guidance across all principles, tips on buying digital tools, and stronger cyber security and accessibility sections.
Start hereCurrentKey manual or guideFree - 3.3C037
A question of balance
A guide for charity chairs and chief executives on building a working relationship. Based on interviews with 22 chairs and chief executives, it weighs different approaches to the chair's part in day-to-day operations, who represents the charity in public, how close the two should be and how to balance challenge and support. It finds no single formula, so it asks both people to be self-aware, invest time and adjust when the relationship is not working.
Start hereClassicKey manual or guideFree - 3.1C030
Charity Governance Code
A voluntary governance code for UK charities of any size. It sets out 8 principles with 41 outcomes, and each principle comes with suggested behaviours, examples of policies and processes, and suggested evidence of good governance. Boards apply it on an apply or explain basis and are encouraged to publish a short statement in their annual report on how they use it. Smaller charities can use it to spot gaps as they grow.
CurrentKey manual or guideFree - 8.2C108
Internal financial controls for charities
Regulator guidance for charity trustees on the internal controls that protect funds and assets from fraud and loss. It explains how controls help trustees meet their legal duties, manage financial risk and keep proper accounting records. The page has 3 parts: the CC8 guidance, a separate page on protecting a charity from fraud, and a downloadable checklist that trustees and finance staff use to test their own controls.
CurrentKey manual or guideFree - 9.4C127
Shifting the dial
A 16-page NPC guide for charities, funders and consultants who run or back policy change campaigns. It covers 3 areas: planning a campaign with impact in mind, choosing the right tools to evaluate it, and learning and improving as the campaign goes on. It draws on examples from several UK organisations. Teams use it to track progress, adjust strategy and respond to changes in the policy environment.
ClassicKey manual or guideFree - 14.1C182
How to set up a charity (CC21a)
Online guidance from the regulator for people thinking of starting a charity in England or Wales. It works through 7 steps: decide if a charity is the right option, set its purpose, choose a structure, write a governing document, choose a name, find trustees and fund the work. The legal detail is English, but founders elsewhere use the sequence as a checklist for their own start-up decisions.
ClassicKey online resourceFree - 11.3C153
Charities and risk management (CC26)
Guidance from the charity regulator for England and Wales on how trustees identify, assess and manage risks to their charity. It defines a risk as any event that could stop a charity achieving its aims or carrying out its strategies, with examples such as reputational damage, lost funding, poor investments and policy changes. Trustees use it to set up and review a risk register and to report on risk in their accounts.
Start hereCurrentKey manual or guideFree - 15.2C192
Trustees, trading and tax: how charities may lawfully trade (CC35)
Regulator guidance for charity trustees on selling goods and services. It explains when a charity can trade directly and when it should set up a separate trading subsidiary. It also covers the basic rules on using trading income for charitable purposes and how corporation tax applies to trading profits. Trustees and advisers use it when planning earned income or a charity shop.
ClassicKey online resourceFree - 3.2C035
Board Appointment Guide for Charities
A guide for charity boards in Singapore on composing, renewing and recruiting a board. It has 5 sections: the role of the board, 10 steps to compose the board, how to nominate and appoint new members, board culture and relationships with the chair and executive head, and how to attract new members. Appendices give sample terms of reference, a term-limits example and a diversity matrix for mapping skills and gaps.
CurrentKey manual or guideFree - 7.1C085
Understanding Impact
A guide for charities that want to measure their impact. It shows how to turn a theory of change into a measurement plan, names 5 types of data to focus on and explains how to decide what to measure first. 7 mini-guides cover quantitative methods, qualitative data, sampling, evidence standards, research ethics, analysing and using data, and building a learning culture. It follows NPC's Theory of change in ten steps.
CurrentKey manual or guideFree
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