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Charity Essentials

Tool

Charity Essentials is a free online tool designed especially for charities as a way to do a basic health check on how your organisation is performing, identifying strengths and areas for development.

This page is free to all

We're pleased to work in partnership with Wales Council for Voluntary Action so they can provide a bilingual version of our Charity Essentials tool.

Charity Essentials is a free online health check designed especially for small charities and
community and voluntary groups. It will help you understand how efficient your work is at the
moment and where improvements can be made. This cost free tool benchmarks your work in 10 key
areas – it will help assess the impact you have on the ground and whether you are making the best
use of your resources.

Each question has a brief explanation to support your discussions and asks you to rate how fully your
group or charity is addressing each question. Where you identify areas for development you will
then develop an action plan in order to address the areas for improvement.

Charity Essentials can be used:

  • as a way to do a basic ‘health check’ on how your organisation is performing and achieving your mission.
  • as a tool to engage everyone in your organisation in discussions about your work.
  • as a way to engage a range of important stakeholders with your work.
  • if you want to move on to use the full Trusted Charity quality standard in the future.

You can get started by visiting Charity Essentials where you’ll sign up and receive your own unique link to a bespoke version of the tool. This will take you back to your answers and results at any time and allow you to update them.

This page was last reviewed for accuracy on 18 January 2022

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