Free toolkits

Tools that solve a real problem.

Excel workbooks, Word templates and prompt libraries built from a decade of UK charity work. Download, open, use — no account, no gate.

Gift Aidxlsx

Gift Aid Claim Tracker

The problemYou know Gift Aid is worth 25% more on every eligible gift — but donations, declarations and claims live in three separate spreadsheets, so money slips through.

One workbook that keeps declarations, donations and claims together and works out exactly what you can claim from HMRC.

Download Excel workbook

what's inside

Declarations register with expiry and method tracking
Donation log that auto-calculates claimable Gift Aid (25%)
Claim summary to reconcile submitted vs received
A dedicated tab for the Gift Aid Small Donations Scheme (GASDS)

Read the companion guide

Seasonal

Ramadan & Zakat Fundraising Kit

The problemRamadan brings most of your year’s income — but the appeal is always half-ready when it arrives, and donors have nowhere simple to work out their Zakat.

30-day Ramadan content & appeals calendar with a theme for every day
Pre-Ramadan runway and an Eid thank-you plan
Last-10-nights / Laylatul Qadr giving push built in
A Zakat calculator (assets, Nisab, 2.5%) to share with donors

Campaign calendar (Excel)Zakat calculator (Excel)Guide →

Migration

Legacy → CRM Migration Kit

The problemYour donor records are scattered across old spreadsheets, a filing cabinet and an ageing desktop database — and the thought of moving them is why you haven't.

Data audit checklist — find every source before you move anything
Field mapping template — decide where each old field lands
Data cleaning log — an audit trail for every fix
Migration project plan with owners, dates and a go-live checklist

Excel workbook Guide →

Fundraising

Fundraising & Campaign Planner

The problemFundraising is always reactive — Ramadan arrives before the appeal is ready, and nobody can remember what last year raised.

Annual appeals calendar built around the giving year (Ramadan, Qurbani, Zakat, winter)
One-row-per-campaign planner with owners and targets
Donor segmentation worksheet — right message, right donor
Budget vs actual tab with automatic ROI

Excel workbook Guide →

Compliance

Trustee & Compliance Pack

The problemTrustees want a clear board report every quarter, and someone has to prove the charity handles personal data properly — but nobody has a template for either.

Two-page quarterly board report template (Word)
Data asset register — what personal data you hold and who can see it
Lawful basis record and retention schedule
Subject access request (SAR) log with the one-month deadline

Board report (Word)GDPR workbook (Excel)Guide →

The Practical AI Toolkit for Charities

The problemYour team is stretched thin on writing, admin and data work — and everyone keeps saying "use AI" without telling you where it actually helps or how to stay safe.

Prompts for appeals, thank-yous and turning one story into a week of posts
Grant & bid writing prompts, plus a reviewer’s checklist
Data-cleaning and admin prompts for charities coming off spreadsheets
A recommended-tools table and the data-protection guardrails to follow

Word document Guide →

Fundraising

Donor Retention & Stewardship Planner

The problemYou pour everything into winning new donors, then watch them quietly lapse — because nobody owns the thank-yous, the welcome, or the win-back.

Retention tracker that auto-calculates your retention rate each period
A 90-day new-donor welcome journey you can automate
A lapsed-donor win-back sequence with timings and channels
Clear owners so stewardship actually happens

Excel workbook Guide →

Impact

Charity Impact Reporting Kit

The problemFunders fund outcomes, not activities — but your reporting counts workshops run, not lives changed, so the next grant is harder to win.

Ready-to-fill annual impact report template (Word)
Outcomes framework: activity → output → outcome → indicator → target
Quarterly numbers tracker to make trends visible
Feeds straight into grant applications and your annual report

Impact report (Word)Outcomes tracker (Excel)Guide →

Web & SEO

Charity Website Pre-Launch Checklist

The problemYou’re about to launch a new site — and quietly worried it’ll go live with broken accessibility, a leaky donation form or missing trust signals.

Accessibility (WCAG basics) — a legal duty, not a nice-to-have
SEO foundations so people can actually find you
Donation funnel checks — where the money is won or lost
Trust, legal and performance checks with a status per item

Excel checklist Guide →

Web & SEO

Google Ad Grants Toolkit

The problemThere’s $10,000 a month in free Google advertising for eligible charities — and you’re either not claiming it or at risk of losing it to the compliance rules.

Eligibility checklist and Google for Nonprofits setup
Account-structure planner (campaigns and ad groups)
Keyword planner that avoids the Grants rule-breakers
The ongoing compliance rules (5% CTR, ad groups, quality) to check monthly

Excel workbook Guide →

CRM

Charity CRM Scorecard

The problemYou’re choosing a donor CRM from a series of polished demos — with no honest way to compare them or defend the decision to your board.

Weighted requirements scorecard — score up to three vendors 1–5
Weighted totals calculate automatically
A five-year cost-of-ownership model (not just the licence)
Built around UK charity must-haves: Gift Aid, GDPR, migration

Excel workbook Guide →

These templates are practical starting points, not legal or financial advice. Check current HMRC and ICO guidance for your charity's circumstances. Built by Techno Serve Solutions — makers of iCHARMS, HMRC-listed Gift Aid software.

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