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Trustee safeguarding tool

Charity safeguarding policy checker

Use this before trustees approve safeguarding policy wording, annual protecting-people review, online delivery, recruitment checks, overseas partner work, service changes, or incident follow-up. The checker follows Charity Commission safeguarding guidance, but it is not legal advice, safeguarding advice, employment advice, data-protection advice, insurance advice, criminal advice, governance advice, or a substitute for local safeguarding authority routes.

Safeguarding contexts6General public contact, children, adults at risk, online services, overseas work, and workplace culture.
Evidence checks10Weighted around trustee ownership, policies, review cadence, role checks, reporting routes, risk register, training, records, online safety, and incidents.
Official sourceGOV.UKLinks point to Charity Commission safeguarding guidance for charities and trustees in England and Wales.
Data entryLocal onlyInputs run in the browser and are not submitted. Do not paste safeguarding case details into this page.

1. Safeguarding context

2. Safeguarding evidence

3. Warning signs

Official sources to check

Related trustee tools

What this checker should prevent

  • Treating safeguarding as a template policy instead of a trustee-owned governance and assurance process.
  • Running services, online groups, overseas projects, or volunteer roles without clear reporting routes, role checks, training, and records.
  • Waiting until an annual policy review to respond to abuse concerns, allegations, unsafe practice, or serious incident reporting triggers.
  • Keeping safeguarding records, DBS decisions, images, complaints, or concern logs in uncontrolled folders or personal accounts.

Related source-checked benefits

Serious incident checker

Password manager and access security

1Password for Non-Profits

1Password offers special pricing and support routes for nonprofit teams that need to protect passwords, passkeys, account logins, files, notes, and contacts.

Official nonprofit page verified; exact support and discount level depend on application review2026-06-22

Identity, access, cybersecurity

Okta for Nonprofits

Okta for Good offers eligible nonprofits 50 free Workforce Identity licences, 50% off additional licences and selected advanced solutions, and 50% off Auth0 plans.

Official Okta for Good nonprofit page rechecked; free products, licence quantities, discounts, validation route, and exclusions verified2026-08-12

Cybersecurity and resilience

Cloudflare Project Galileo

Cloudflare provides free cybersecurity services to qualifying public-interest organizations.

Official program page verified2026-06-21

Microsoft 365, Azure, Dynamics, security

Microsoft for Nonprofits

Microsoft publishes nonprofit grants and discounts including Microsoft 365 Business Basic free for up to 300 users, annual Azure credits, and discounted business applications.

Official nonprofit offers page rechecked2026-08-12

Microsoft 365, Teams, email, security

Microsoft 365 nonprofit discount

Microsoft's official nonprofit pricing page lists Microsoft 365 Business Basic as a grant free for up to 300 users, Business Standard at USD 3.00 per user monthly, and Business Premium at USD 5.50 per user monthly when paid yearly.

Official Microsoft 365 nonprofit pricing rechecked2026-08-12

Email, documents, meetings, shared storage

Google Workspace for Nonprofits

Google's official Workspace nonprofit page lists Google Workspace for Nonprofits at USD 0 per user per month and discounted Business and Enterprise nonprofit offers.

Official Google Workspace for Nonprofits page verified2026-06-22

Secure content management and collaboration

Box.org

Box.org states that nonprofits receive the first 10 licenses free on the Starter plan, with discounted pricing on other plans and add-on services.

Official Box.org page verified2026-06-21

E-signatures, agreements, contract workflow

Docusign for Nonprofits

Docusign has an official nonprofit industry page for modernising agreements, automating processes, and digitising nonprofit documents.

Official nonprofit industry page verified; fixed discount not quoted2026-06-21

Document automation, proposals, contracts, eSignatures, payments

PandaDoc for Nonprofits

PandaDoc offers a general Free eSign plan. Its current comparison lists five documents per month for current Free accounts and distinguishes older 60-document annual accounts. Confirm charity-specific pricing with sales rather than assuming a published discount.

Official nonprofit and plan pages checked on 12 October 2026; charity-specific pricing needs confirmation2026-10-12

Team communication

Slack for Nonprofits

Slack states that eligible nonprofits can access free or discounted plan upgrades.

Official help article verified2026-06-21

Communications, hotlines, fundraising

Twilio.org Impact Access

Twilio.org supports social-impact organisations with communications tools, partner resources, and access to discounts or credits through its nonprofit resources.

Official Twilio.org page verified; exact credits and discounts require application or sales review2026-06-21

Online forms, donation forms, volunteer registration, event forms

Jotform nonprofit discount

Jotform's official nonprofit pricing page says it offers 50% off any paid plans for nonprofit organizations, and its nonprofit page says nonprofit organizations get 50% off all annual plans.

Official nonprofit and pricing pages verified2026-06-22

Software donations and validation

TechSoup nonprofit technology marketplace

Marketplace and validation network used by nonprofits to access donated or discounted technology products.

Official marketplace entry verified2026-06-21

UK charity technology, payments, training

Charity Digital

UK-focused charity technology hub with shop, payments, training, events, and selected discounted products for charities and non-profits.

Official UK charity technology hub verified2026-06-21