Guidance, techniques and tools for managing your organisation's finances
Find out what makes charity finance different and how to plan appropriately
What controls you need to put in place to stop errors creeping into your accounting, and to reduce the risk of fraud
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 approach diversity at board level
How to approach board relationship challenges and have constructive conversations
Use this page to learn about how to broadly encourage positive trustee relationships and manage disputes.
Use this page to understand how to approach challenging conversations with your board.
What to consider when carrying out a governance review and the different types of review
Information on annual reports and accounts for charities, and sample documents.
A template agenda for a board meeting.
A sample code of conduct for trustees.
Sample declaration of interests form for trustees
Sample trustee expenses claim form