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 around planning your finances and setting up budgets
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
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
We launched a new campaign in the summer of 2023 to help trustees and charity leaders consider the environmental impact of their charities’ investments
Resources, events, support and information on the big issues affecting small charities
Our chief executive Sarah Vibert celebrates the start of Trustees' Week and shares our plans
Our policy and public affairs manager, Chris Walker, summarises the announcements from the King's Speech likely to impact our sector
Explore why diversity is a key area of reflection for your trustee board and what needs to happen to make a board truly diverse
Read our open letter calling on the chancellor to ensure charities can continue providing essential services for communities
Why the government must act to cover the true cost of charities delivering public services
An update on what's happening in Westminster. Find out what the King’s Speech and government reshuffle means for charities
The latest volunteering news, resources and dates for your diary
Lessons from Trustees’ Week 2023 and upcoming dates for your diary
Information on the types of charity mergers and the different reasons for merging
This page highlights key questions to think about before making the decision to merge
Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries
Things to consider in the run-up to a formal merger
Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key
What to consider once your merger has completed
A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments
How to involve people who use services in the design and delivery of services
What to consider when setting up a joint working agreement
A checklist to help you develop a joint working agreement