Charity Prep
Annual Return Simplified

Make Charity Compliance Effortless

Charity Prep helps you navigate the new Annual Return requirements with smart tools and dashboards designed for modern charities.

Automatically identify largest donations by donor type
Simplify safeguarding record-keeping and tracking
Manage overseas activities with detailed reporting
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100+ charities already using Charity Prep

Charity Prep dashboard showing financial overview, tasks, and compliance metrics

Real compliance success stories from our users

See how charities are transforming their Annual Return process with Charity Prep

Join hundreds of charities already simplifying their compliance

Built for 2025 Requirements

Designed for the New Annual Return

Our purpose-built tools help you collect and manage the specific information required by the Charities (Annual Return) Regulations 2025.

Safeguarding Tracker
Log and monitor DBS checks, training completion, and policy reviews to ensure compliance with safeguarding requirements.
Overseas Activity Log
Record details of international partners, countries of operation, and related expenditure for transparent reporting.
Largest Donations Identifier
Automatically identify your largest donations by donor type for accurate Annual Return reporting.
Automated Reminders
Receive timely notifications for upcoming DBS check expiries, policy reviews, and Annual Return filing deadlines.
Safeguarding Compliance

Track Safeguarding Measures

The Charities (Annual Return) Regulations 2025 introduce new reporting requirements for safeguarding. Our safeguarding tracker makes it easy to monitor DBS checks, training, and policy reviews throughout the year.

  • Log and track DBS checks for staff and volunteers
  • Monitor safeguarding training completion
  • Schedule and manage policy reviews
  • Receive alerts for upcoming renewals
Safeguarding tracker dashboard showing DBS check status and policy reviews
International Operations

Manage Overseas Activities

Document international partners, countries of operation, and related expenditure for transparent reporting to meet the new Annual Return requirements.

  • Maintain a database of international partners
  • Track activities by country with visual mapping
  • Record and categorize overseas expenditure
  • Generate detailed reports for compliance
Overseas activity log showing a world map with partner organizations
Fundraising Tracker

Track Fundraising Methods

Record all fundraising activities and professional fundraisers as required by the Annual Return, while gaining insights into performance and ROI.

  • Document all fundraising methods and campaigns
  • Track professional fundraisers and agreements
  • Monitor ROI and performance metrics
  • Analyze fundraising mix for strategic planning
Fundraising methods tracker showing campaign performance and ROI metrics
Smart Reminders

Never Miss a Deadline

Stay compliant with automated reminders for all important deadlines, expirations, and filing requirements for your charity.

  • Get notified about DBS check expirations
  • Receive reminders for policy reviews
  • Stay on top of Annual Return deadlines
  • Customize notification preferences
Automated reminders dashboard showing upcoming deadlines and notification timeline

Hear From Our Customers

See how Charity Prep is helping organizations like yours simplify Annual Return reporting.

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Priya Sharma

Compliance Officer, Wellbeing Foundation

Our Annual Return process is now so much smoother

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James Wilson

Trustee, Community Impact Trust

Charity Prep has transformed our compliance processes

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Emma Taylor

Operations Director, Children's Support Network

The safeguarding tracker has been a game-changer

Simple, Transparent Pricing

Choose the plan that fits your charity's size and reporting needs.

Essentials
£199per year
(~£17/month)
Perfect for small charities with income under £100,000.
  • Safeguarding Tracker
  • Overseas Activity Log
  • Fundraising Methods Tracker
  • Income Source Summary
  • Annual Return Data Export
  • Automated Reminders & Alerts
  • Compliance Dashboard
  • Data History
  • 1-2 User Accounts
  • Help Guides & Support
Most Popular
Standard
£549per year
(~£46/month)
Ideal for medium-sized charities with income between £100,000 - £1,000,000.
  • Everything in Essentials
  • Up to 5 User Accounts
  • Basic Document Upload
  • Limited Storage
  • Enhanced Data Management
  • Priority Email Support
  • Guided Setup Call
Premium
£1,199+per year
(~£100+/month)
For larger charities with income over £1,000,000.
  • Everything in Standard
  • 10+ User Accounts
  • Enhanced Document Storage
  • Priority Support
  • Advanced Reporting
  • Custom Onboarding
  • Dedicated Account Manager
  • API Access (Coming Soon)

to learn more about our pricing options.

Frequently Asked Questions

Find answers to common questions about Charity Prep and the new Annual Return regulations.

Have more questions? Contact our team

Ready to simplify your Annual Return reporting?

Join the growing number of charities using Charity Prep to streamline compliance with the new 2025 regulations.