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
Learn about how to build a cashflow forecast and how the cashflow process works
How to keep records of any safeguarding concerns and when to share them
Five tips for looking after your mental health, so you can effectively support others
How to embed safeguarding at every level of your organisation
Getting the support of your trustees and establishing good governing principles
How the roles of CEOs and designated safeguarding leads can support each other
The steps you should take after concerns have been raised
How to plan ahead for, and manage, safeguarding allegations
Find out about the responsibilities of a volunteer manager and how to plan a safeguarding policy
Guidance for volunteer managers to ensure safeguarding when recruiting volunteers