Charity Event Checklist

Run a fundraising event that raises money and stays compliant.

Checklist steps

  1. Set the goal and budget

    Target raised, costs capped, break-even point known.

  2. Book the venue and permissions

    Licences, insurance and risk assessment.

  3. Recruit and brief volunteers

    Roles, timings and a named coordinator.

  4. Promote the event

    Email, social, local press and partners.

  5. Set up donation collection

    Cash handling rules, card readers and online page.

  6. Run safety checks on the day

    First aid, exits, crowd flow and weather plan.

  7. Count and bank funds

    Two-person count with a signed record.

  8. Thank everyone and report

    Donors, volunteers and sponsors within a week.

Frequently asked questions

How long does this take?

Around 525 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.