Fundraising
A corporate partnership from first email to renewal
Been asked to find support from local companies, with no fundraising colleague to ask? This guide takes you through the whole cycle, from choosing which firms to approach and writing the…
Open → 75 minutesA grant bid with AI, a worked example
Have to write a grant bid alongside everything else, and want to use AI without it letting you down?
Open → 60 minutesBuilding a monthly giving programme
If your supporters give one-off gifts and you have no regular giving scheme yet, this guide is for you.
Open →Governance and trustees
The 12 week AI plan and the charity year
A week by week plan for bringing AI in, and a calendar of the filings, claims and campaigns that come round every year.
Open → 60 minutesYour trustees' annual report with AI
Every registered charity has to produce a trustees' annual report, and this guide is for the trustee, treasurer or manager who has to write yours.
Open →Money and finance
Gift Aid from scratch
Gift Aid lets you reclaim the basic rate of Income Tax on every eligible pound an individual gives you, which at a basic rate of 20% is 25p in the pound, and HMRC pays it straight into your…
Open → 45 minutesMeasuring the time and money AI saves you
Want a real figure before you renew an AI subscription or ask your board to pay for one?
Open →Comms and supporters
People and wellbeing
Getting your team on board with AI
A plan for three team meetings that brings your staff and volunteers with you on AI, including the people who are not keen.
Open → 45 minutesBringing volunteers along with AI
If you look after volunteers and have decided, or been asked, to let them use AI tools, start here.
Open →AI essentials
Choosing AI tools for a small charity
If you are the person who ends up deciding which software your charity uses, and there are no IT staff to ask, this shows you how to pick one AI tool for one job.
Open → 180 minutesData hygiene before AI
About to use an AI tool with your supporter, volunteer or service records? In an afternoon, about three hours, you can find where your charity's information lives, sort it into what may and…
Open → 90 minutesYour first AI policy in an afternoon
If people at your charity already use AI, perhaps on a personal login nobody has mentioned, and you are the one who writes the policies, this is for you.
Open → 45 minutesRunning a 30 day AI pilot on one process
If you run a small charity day to day and want to test AI on real work without putting people, data or your reputation at risk, this is for you.
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