For trustees, leaders and teams

Embrace Finance's financial health checker for small charities

Welcome to the wonderful world of small charity finance. We've created this as a simple starting point to help you reflect on your charity's financial stewardship. It's not a comprehensive guide or a replacement for professional advice—rather, it's a practical framework to spark thinking about the three areas we believe matter most: financial governance, financial management, and financial resilience. Most of all, we hope it starts useful conversations about what's working well and where there's room to grow. We hope you find it helpful.
Start the health check
Three short steps · answers save automatically to this device.

Ready when you are

Work through each area in turn — governance, then management, then resilience — and you'll finish with a maturity snapshot to talk through as a board, leadership team or staff group.

Begin with Financial Governance