Toolkit - Table Stewards

For readers of Accountable by Design

Get Your Free Editable TRUST Financial Integrity Toolkit

Every policy, template, roadmap, and checklist from the book — fully editable in Microsoft Word and Excel, ready to adapt for your organisation and put to work this week.

Instant download. You’ll also receive occasional practical guidance from Table Stewards — unsubscribe anytime.

You don't have to build any of this from scratch. The toolkit includes:

The TRUST Field Guides — printable one- and two-page references covering nine high-risk processes: cash donations, grant programmes, restricted funds, supplier set-up, contract procurement, capital projects, bank cards, payroll, and staff expenses.

The TRUST Toolkit Templates — the Model Expenditure Authorisation Policy, Purchase Request Form, Supplier Set-Up & Bank-Detail Verification Form, Cash Collection Sheet, Contract & Cardholder Registers (editable Word), plus the Monthly Bank Reconciliation and One-Page Monthly Board Financial Report (interactive Excel tools).

The Boardroom Suite — the Board Discussion Guide, Board Effectiveness Review Checklist, Governance-Focused Board Agenda, Succession Planning & Board Recruitment Strategies, and the Building a Culture of Financial Integrity Checklist.

The 90-Day Action Kit — the 90-Day Implementation Roadmap (Word) and the 90-Day Quick Win Implementation Tracker (Excel).

How it works

Enter your details above. Your toolkit link arrives in your inbox within minutes.
Download and customise. Everything is in standard Microsoft Word and Excel — add your logo, adapt the wording, make it yours.
Start with one quick win. Chapter by chapter, the book tells you exactly where each tool fits.

Author

Created by Abi Areh — chartered accountant, auditor, and accredited counter fraud specialist — and drawn directly from

Accountable by Design: How Small Charities and Nonprofits Prevent Fraud, Strengthen Governance, and Safeguard What Matters Most.

Quick FAQ

Is it really free?

Yes. The toolkit is included with the book, and this page is how readers claim it. No payment details, ever.

What format are the files?

Editable Microsoft Word (.docx) and Excel (.xlsx). They also open in Google Docs/Sheets and LibreOffice.

Can I share the files with my board or team?

Yes — they’re designed to be adapted and used across your own organisation. Please point colleagues in other organisations to the book rather than forwarding the files.