Ask JENY Blog

• Charity Reserves Policy Template: How to Set and Review Your Charity’s Reserves

  A practical, adaptable charity reserves policy template for explaining what is available, why it is held, how trustees set a target, and what they will do when reserves move outside it.

• Trustee Board Report Template: A Practical Guide for Small Charities

  A useful board report helps trustees understand what needs attention and decide what happens next. Use this reusable outline to connect delivery, money, risks and decisions with named owners and follow-through.

• Charity Impact Report Template: What to Include and How to Show Results

  An impact report should explain what changed, for whom and how you know. Use this practical outline to turn scattered records into a balanced report that funders, trustees and communities can understand.

• How to Write a Charity Case Study: Template and Examples

  A good case study connects a person's experience with evidence of change. Use this practical template to tell a clear, respectful story without overstating your charity's contribution.

• How to Measure Volunteer Impact: A Practical Guide for Charities

  Volunteer hours show effort, not the whole difference volunteers make. Build a small, credible set of measures for contribution, volunteer experience and change for the people you support.

• Beneficiary Tracking for Charities: A Practical Guide

  Build beneficiary records that answer practical questions without collecting more personal information than you need. This guide covers fields, counting rules, privacy, tools and a worked example.

• Outputs, Outcomes and Impact: The Difference Explained for Charities

  Sessions delivered, confidence gained and lasting change are not the same thing. Learn how to describe each clearly, choose useful evidence and make a stronger case to funders without overstating your results.

• Monitoring and Evaluation Plan for Charities: A Practical Template

  Decide what you need to learn before the first session, not the week a report is due. Use this practical framework to connect outcomes, evidence and decisions without overloading your team.

• How to Write a Grant Application: A Practical Guide for Charities

  A strong grant application is not about using grand language. It is about helping a funder see the need, understand your plan and trust your organisation to deliver it.

• What Is an Impact CRM? A Complete Guide for Charities, CICs and Social Enterprises

  Most CRMs were built to close deals. Charities don't close deals — they change lives, and then have to prove it. Here's what an impact CRM is and why the difference matters.

• How to Measure Social Impact: A Practical Guide for Small Charities

  You don't need a theory-of-change consultant to measure impact well. You need a small set of honest measures, a habit of collecting evidence as you go, and a place to keep it all.

• Grant Funding Management: How to Track Funders, Deadlines and Reporting Without Spreadsheets

  Missed reporting deadlines quietly damage funder relationships more than weak applications ever do. Here's a straightforward system for keeping every grant under control.

• AI for Charities: Practical Ways Small Teams Can Save Hours Every Week

  Ignore the hype and the doom. For small charities, AI is useful in four specific, unglamorous places — and dangerous in a few others. Here's an honest map.

• How to Write a Funder Report: A Step-by-Step Guide for Small Charities

  The report is due Friday, the evidence is in six places, and nobody remembers who attended in March. Here's a calmer, step-by-step way to write funder reports — and to stop each one being an archaeology project.

• Theory of Change for Small Charities: A Plain-English Guide

  Funders keep asking for your theory of change, and the jargon makes it sound like a consultancy project. It isn't. Here's how to map yours in an afternoon — and actually use it.

• How to Collect Participant Feedback That Actually Helps

  A feedback form handed out at the end of a busy session can tell you something — but not always the thing you need to know. Here's how to collect feedback people genuinely want to give, and put it to use.

• Social Value Measurement for UK Charities and Social Enterprises

  Social value can sound like a demand to put a price on everything. In practice, it starts with a clearer question: what changed for people and communities because your work happened?