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
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
Learn about what your boards legal duties are and the considerations for each of them
Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.
The rules on the automatic disqualification of trustees and senior managers.
Learn what's included on trustee disqualification in the Charities Act 2016.
What the board, trustees and senior manages can do in the event of trustee disqualification.
Learn about how you can develop trustee skills
Learn about the types of changes you can make to your governing document and the related rules
Use this series of pages as an introduction to begin the process of reflecting on equality, diversity and inclusion on your board
What is equality, diversity and inclusion?
It’s important for boards to understand why they should actively consider and create the right cultural environment for individuals from marginalised and minoritised backgrounds to become trustees.