Here you can find a range of tools, checklists and guidance to help you manage and improve the performance of your organisation. More resources are added frequently but if what you want is not here, go to advice for other ways to get the answer you need.

Financial governance: A gentle guide for the non-financial charity trustee


One of the key legal duties of a trustee board is to oversee the finances of the charity. This guide, sponsored by Rathbones, aims to help trustees understand — in a simple and practical manner — what is expected of them when it comes to the governance of their charity’s finances.

Facing Forward - how to adapt to survive


This important and useful report both summarises the current serious challenges for local charities and suggests evidenced solutions.

To download a copy, click here. 

Good Finance Social Funding website

New website aiming to support organisations through the social funding maze.

West of England Civil Society Partnership (WoECSP)

The West of England Civil Society Partnership (WoECSP) is a registered Community Interest Company established by Voluntary, Community and Social Enterprise sector (VCSE) infrastructure and support organisations across the West of England .

Funding Bids Planning Checklist

Most major funders report that bids fail for simple, basic reasons. The project was ineligible, a question wasn’t answered, the budget didn’t add up, a document wasn’t provided, the bid arrived after the deadline.