Practical Tools and Guidance

We've gathered together resources to help you run your organisation effectively, from template policies to how-to guides. Whether you're setting up a new group, registering a CIC, or looking to strengthen an established charity, you'll find something useful here.

Our resources are organised around the 11 quality areas of the Trusted Charity model, making it easy to find what you need to strengthen every aspect of your organisation.

Browse by Trusted Charity Quality Area

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    • Trustee and director role descriptions

    • Model governing documents (for charities, CICs and unincorporated groups)

    • Conflict of interest policies

    • Board meeting templates

    • CIC community interest statement guidance

    • Strategic planning templates

    • Business planning guides

    • SWOT analysis tools

    • Leadership development resources

    • Management systems guides

    • Needs assessment templates

    • User feedback forms

    • Service design guides

    • Employment contract templates

    • Recruitment guides

    • Volunteer agreement templates

    • Safeguarding policy templates

    • Supervision templates

    • Training needs assessment tools

    • Induction checklists

    • Learning and development policy templates

    • Budget templates

    • Financial procedures guides

    • Gift Aid guidance (for charities)

    • Reserves policy examples

    • Social investment readiness checklist

    • Funding application planning templates

    • Data protection guidance

    • Health and safety checklists

    • Environmental sustainability guides

    • IT and digital policies

    • Social media guides

    • Newsletter templates

    • Brand guidelines basics

    • Storytelling tips

    • Partnership agreement templates

    • Collaboration guides

    • Networking tips

    • Monitoring and evaluation guides

    • Theory of change templates

    • Case for support examples

    • Impact reporting templates

    • Environmental policy templates

    • Carbon footprint assessment tools

    • Net zero planning guides

    • Sustainable procurement checklists

    • Organisational resilience resources

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Setting Up and Structures

•       Choosing the right legal structure

•       Registering a charity

•       Setting up a CIC

•       Becoming a Company Limited by Guarantee

•       Unincorporated vs incorporated – what's the difference?

Can't Find What You Need?

If there's a resource you'd find helpful that isn't here, let us know. We're always looking to expand our library based on what the sector needs.

Contact us

Members-Only Resources

WFCVS members have access to an extended library of resources, including bespoke templates and in-depth guides.

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