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
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
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.