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Brooks Financial provides tailored financial advice and employee benefits solutions to charities and voluntary organisations.

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Sample trustee expenses claim form

A sample management calendar for users to adapt for their own organisations

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Sample role descriptions for a range of trustee roles

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

A resource pack to help you write a scheme of delegation.

Find out how our example code of conduct can ensure your complaints are handled fairly and consistently.

Read the new Code, which sets out principles of good governance for charities.

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

This course will give trustees an overview and understanding of charity governance, regulation and best practice

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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Data protection essentials (2 x 0.5 days)

Designated safeguarding leads in charities (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Supporting good governance (4 x 0.5 days)

Outcomes and impact measurement (1 day)

Strategic planning: tools for decision making (1 day)

Charity finance skills (1 day)

Theory of change for strategic planning and evaluation (1 day)

Safeguarding essentials in charities (1 day)

Good practice in volunteer management (1 day)

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