FREE RESOURCES
Useful this week, and it costs you nothing
Three free resources for trustees, treasurers and charity leaders — whether you have five minutes or an afternoon. No payment details, ever.
START HERE · 5 MINUTES
The 5-Minute Board Exposure Quiz
Ten honest yes-or-no questions covering the controls that decide most fraud cases — who authorises payments, who reconciles the bank, how supplier bank details get verified, and whether your board would know its first three moves if fraud surfaced tomorrow morning.
You get an instant score out of ten and a red–amber–green exposure rating. Some boards score 9. Most are surprised.
Best for: a quick, honest sense-check — on your own, or compared with your chair or treasurer before you discuss it.
Excel · instant download
READ FIRST · 30 MINUTES
Free chapters of Accountable by Design
The Introduction and Chapter 1 of the book — opening at 8:05 on a Thursday morning, with a phone call to a chief executive from her bank, and working through the patterns behind almost every small-charity fraud.
You’ll also meet the five TRUST controls that the rest of the book builds on.
Best for: deciding whether the full book is right for your organisation — or giving a trustee the argument for taking financial integrity seriously.
PDF · instant download
PUT IT TO WORK · AN AFTERNOON
The editable TRUST Toolkit
Every policy, template, form, checklist and tracker from Accountable by Design— the TRUST Field Guides for nine high-risk processes, the model policies and registers, the Boardroom Suite, and the 90-Day Action Kit. All fully editable in Microsoft Word and Excel.
Add your logo, adapt the wording, and put it to work the same day.
Best for: readers of the book, who’ll know exactly where each tool fits and why. The templates are yours either way — the book is what turns them into a working system.
Word & Excel · instant download
Also free, and always will be
The articles cover controls, governance, risk and fraud in practical detail — added to every month. If you lead or serve a church, the church resources hub gathers the guidance written specifically for church treasurers, pastors, leaders and boards.
Why give this away?
Because most organisations don’t fail from bad intentions. They fail because no one ever showed them what strong financial stewardship looks like in practice. Everything above is useful on its own, with nothing to buy. When you want the full system, the book is there.
One practical improvement, every issue
Join trustees, treasurers and charity leaders getting clear, usable guidance on protecting their organisation’s finances — no jargon, no noise.
Already downloading one of the resources above? You’re on the list — no need to sign up twice.