Tools & Guides
Practical tools and guides designed to support small charities and social enterprises with grant fundraising.
These resources are for organisations who want clear, realistic support they can use in their own time without committing to ongoing 1:1 work.
Everything here is focused on getting the basics right, saving time, and making fundraising feel more manageable.
Get grant ready!
Get grant ready!
A practical fundraising checklist to help small charities and social enterprises identify gaps, strengthen their foundations, and feel more prepared before applying for funding.
Before you spend hours writing funding applications, there’s one important question worth asking first:
Are you actually grant-ready?
Many funding applications struggle not because the idea is bad, but because organisations are missing some of the practical foundations funders expect to see.
This checklist is designed to help you spot those gaps early.
Created specifically for small charities, CICs and social enterprises managing fundraising in-house, this resource walks you through the key areas funders often look at when assessing applications.
It’s simple, practical, and designed to help you feel more organised, prepared, and confident before you start applying.
How You’ll Use It
Work through the checklist section by section
Mark what’s already in place
Identify what still needs attention
Use your notes to create a simple action plan
You can revisit it regularly as your organisation grows and develops.
Who It’s For
Small charities
CICs and social enterprises
Trustees, founders, or small teams managing fundraising internally
Especially helpful if:
You’re relatively new to grant fundraising
You’re trying to become more organised
You want to improve your chances of funding success
A practical fundraising checklist to help small charities and social enterprises identify gaps, strengthen their foundations, and feel more prepared before applying for funding.
Each section includes:
Grant-ready checks
Space for notes
Areas to identify what’s missing
Prompts to help strengthen your organisation
Printable format or use digitally
Create strong funding application!
Create strong funding application!
A practical, step-by-step workbook to help you design a clear, fundable project before you start writing funding applications.
If you’re doing your fundraising in-house, you’ll know this feeling…
You sit down to apply for funding, open the form and suddenly realise you don’t quite have all the answers.
Not because your idea isn’t good but because the detail isn’t fully thought through yet.
That’s exactly what this planner is here to fix.
This workbook walks you through the key thinking behind a strong, fundable project, so you’re not trying to figure it all out while filling in an application form.
It gives you one place to capture everything funders are looking for, in a way that’s clear, structured, and easy to reuse.
Once it’s complete, you’ll have the core information you need to:
Complete funding applications with more confidence
Avoid vague or inconsistent answers
Save time by not starting from scratch each time
Brief an AI tool properly (if you’re using one)
Build stronger, more credible funding bids
Who It’s For
Small charities
CICs and social enterprises
Founders, trustees, or small teams doing fundraising themselves
Especially helpful if:
You don’t have a dedicated fundraiser
You’re applying for grants alongside everything else
You want a clearer, more structured way to approach funding
A practical, step-by-step workbook to help you design a clear, fundable project before you start writing funding applications.
Complete funding applications with more confidence
Avoid vague or inconsistent answers
Save time by not starting from scratch each time
Brief an AI tool properly (if you’re using one)
Build stronger, more credible funding bids
