Charities Security Kit

Format: ZIP with PDF and editable Word guides and templates, plus an Excel workbook.

For small charities and community groups managing volunteers, trustees, donors, information about people the charity helps and fundraising websites.

Inside: 12-page guide to putting the steps into practice; 7-page editable and printable templates; 11-tab workbook. Checks for giving and removing volunteer access, handover of online accounts between trustees, records of where information about donors and people the charity helps goes, donation-link checks, low-cost device and recovery checks and separate decisions about who must receive incident reports. Two made-up exercises and a 30-day plan for putting changes into use.

Practical security measures that do not assume every volunteer has IT support. Pair with the free Essential Security Kit for steps for accounts and devices.

Published by William Baptist | Tidy Desk Digital

General guidance, not legal advice, official security certification or a promise that you meet legal or security requirements. Not endorsed by cited organisations. Workbook recalculated and checked in LibreOffice, an office-program suite, not tested in Microsoft Excel itself. Guidance from the Information Commissioner's Office (ICO), the UK data protection regulator, is under review following the Data (Use and Access) Act.

Charity Commission source material applies to England and Wales. Identify your actual regulator for other countries or regions. Not legal, safeguarding, grant, tax or advice on meeting charity rules. Reporting decisions by trustees or people authorised to act for them require current official guidance; police and ICO reports do not replace other applicable duties.