Advice on how to choose digital tools for your voluntary organisation
Use this page to understand why you should plan software selection and how you should approach it.
Use this page to learn about the first steps you should take before you begin to think about new software. They help you set out what you already know.
Use this page to help you prioritise the things that matter most to your organisation and the people who'll use the new technology.
How to compare and consider different digital tools and software
Use this page to understand how to create a comparison grid (or assessment framework) and make decisions around digital tools
How to test and learn to make sure you're using the right tools in the right way
Use this page for practical tips on ways to drive software and technology adoption within your organisation.
Guidance around using technology responsibly and ethically in your organisation
Use this page to understand why you need a plan to manage ethical risks when you use technology
A review of the voluntary sector's operating environment.
Guidance to help you campaign with confidence during an election
Find out what makes charity finance different and how to plan appropriately
Internal controls are the things you do to help manage the risk of an error or a fraud
How to be aware of the risk factors relating to fraud and take steps to protect your organisation.
The difference between audits and independent examinations and how to prepare for both
The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.
Guidance on creating a financial strategy and what you need to include
A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
How to create budgets, cashflow forecasts and understanding the cashflow process