Free Resources to Support Your Work

We believe in sharing knowledge that helps charities and social enterprises thrive. Browse our collection of free templates, guides, and insights—practical tools you can use right away.

Free Downloads

Strategy & Planning

  • Strategic Planning Template
  • Theory of Change Worksheet
  • Annual Planning Calendar

Fundraising

  • Funding Bid Checklist
  • Funder Research Template
  • Budget Planning Guide

    Governance

    • Board Meeting Agenda Template
    • Trustee Role Description
    • Risk Register Template

    Impact & Evaluation

    • Impact Measurement Framework Guide
    • Evaluation Planning Template
    • Stakeholder Feedback Survey Template

    HR & People

    • Volunteer Role Description Template
    • Staff Induction Checklist
    • Performance Review Template