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
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
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.
Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them
This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.
A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.
The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.