June 2025


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Hello folks 


We hope this finds you well. It was great to see so many of you at our Marrying Money and Mission - Finding the Sweet Spot last week. We hope you found this - and all the other events that you attended in Small Charity Week - useful. Today we bring you a quick round up of the free resources we have created to support you with your financial resilience building. 

Warmly,
 

The Embrace Finance Team
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Free financial resilience building resources


We know that finances can feel overwhelming, but you don’t have to figure it out alone. We’re here to support you in building financial confidence, so you can lead with clarity and resilience.Here are free tools, resources, and events to support you:

Marrying Money and Mission Worksheet

Are you familiar with the Money Mission Matrix? This is a great tool for exploring activities through both a social impact and a financial impact lens. This is also a great tool for using as a team or with your board of Trustees when thinking through how to expand - or contract - in a financially resilient, mission centric way. 

Free Financial Resilience Session – coming soon!

We’re hosting a live session to help you plan for uncertainty, strengthen reserves, and share real-life success stories from other small charity leaders who are on their own financial resilience building journey. Keep an eye on your inbox.

Financial Resilience Leadership Briefing

Our latest briefing shares our reflections from the past 6 years of resilience building and how financial resilience goes way beyond the numbers. The truth is financial resilience is a leadership skill. This is good news because what it requires is what small charity leaders have in spades. 

Financial Resilience Slidedeck 

For those of you wanting an overview of financial resilience, we share our popular slidedeck on what financial resilience actually is and the financial information that we need in order to develop it. Spoiler - a good reserves policy and a simple cashflow forecast can get us an awfully long way.

Open letter to grant-makers

And finally, we continue our series of open letters with one to all grant-makers with a plea to release the restrictions and support the financial resilience of small charities with unrestricted funding. 

All available
here

       

           

Small Charity Friendly Collective 


We’re proud to be founding members of the Small Charity Friendly Collective, a self-organising, volunteer collective of small charity specialists committed to helping small charities thrive.  As a small charity leader, you can tap into a wide range of free or low-cost support from our Collective members:

Lime Green Consulting for a set of fundraising helpsheets and an 'ask us anything' feature for fundraising and strategy tips

The Olive Training and Consultancy Limited for strategy mentoring support

Michele Price at Gunnercooke for a free half hour consultation on all things charity law

Claris D'cruz for wisdom on a range of small charity governance issues

Rapport Coaching for coaching and support in your role as Chief Everything Officer.

Embrace Finance for all things small charity finance. 

       

           

So, that's all we have time for right now folks.

 

If you have any good news, questions or challenges you would like to share with us please do get in touch. 

Otherwise, wishing you a peaceful week. 

With solidarity and spreadsheets, 


The Embrace Finance Team
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P.S. Want the Marrying Money and Mission worksheet now? Just click here

         


"Awesome session
which took the 
fear out of 
financial planning"

Getting on top of and keeping on top of the numbers in a small charity can be challenging. 

Small charity finance is technical, regulated and complicated. It can be, we are sometimes told, boring, and when the numbers don't go the right way, it can be anxiety provoking.

We understand the challenges small charities face when building financial sustainability. We explain finance in a simple, accessible way. We take the stress out of it all.