1
Governance checklist
Trustee roles, quorum, decision records and conflicts-of-interest — the paperwork funders expect.
Free toolkit for UK charities
The Funding Readiness Toolkit
Ten printable checklists every UK charity, CIC and social enterprise needs — the foundations funders expect before they fund.
PDF · 10 checklists · designed to print and share with your board.
FUNDING READINESS TOOLKIT
10 checklists every UK charity needs
Print, share with your board, work through them together.
Serin · serin.uk
What's inside the toolkit
Each checklist is calibrated to what UK funders look for — covering the foundations, the application itself, and what happens afterwards.
2
Trustee checklist
Onboarding, skills, induction and annual declarations for new and existing trustees.
3
Funding application checklist
The pre-flight checks to run before you press Submit on any grant application.
4
Evidence collection checklist
What to capture from every project — baselines, case studies, quotes and photos with consent.
5
Impact measurement checklist
How to structure outcomes, validated tools, theory of change and reporting cadence.
6
Safeguarding checklist
Designated lead, DBS, training records, incident log — everything funders check before granting.
7
Policy checklist
The core policy bundle every funder wants to see: safeguarding, EDI, data protection, H&S.
8
Funding readiness checklist
A one-page snapshot of whether you're ready to approach mid-sized and multi-year funders.
9
Monitoring & evaluation checklist
The M&E plan template that turns activity into evidenced outcomes.
10
Grant submission checklist
The final 11-point sweep before you submit — word counts, attachments, plain-English check.
Who should use it
Charity CEOs, fundraisers, trustees, CIC directors, social enterprise founders and community group leads. Whether you're preparing for your first application or tightening up before pursuing multi-year funders.
How to use it with your board
Print the checklists and bring one to each board meeting. Work through it together, log the outcome in your minutes, and assign owners for follow-up. The Governance and Trustee checklists are a natural place to start.
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We'll send the toolkit to your inbox and a backup copy will download immediately.
- 10 ready-to-print checklists
- Calibrated to UK funder expectations
- Pairs with the Funding Readiness Assessment
Frequently asked questions
What is in the toolkit?
Ten printable checklists covering governance, trustees, applications, evidence, impact, safeguarding, policy, readiness, M&E and submission — calibrated to what UK funders look for.
Who is it for?
UK charities, CICs, social enterprises and community groups at any stage — from new organisations preparing first applications to established teams strengthening their funding pipeline.
How should I use it with my trustees?
Take one checklist per board meeting, work through it together, and log the outcome in your minutes. Governance and Trustee checklists are a natural starting point. Aim to complete the full toolkit over a quarter.
Do I need to be a registered charity?
No. The checklists apply to charities, CICs, social enterprises and constituted community groups. Some items (e.g. Charity Commission returns) may not apply to non-charities.
Is it really free?
Yes. We ask for a few details so we can send it and follow up with practical funding insights. You can unsubscribe at any time.