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 conduct interviews
How to carry out pre-employment checks
Safeguarding for onboarding, training and support
How to conduct exit interviews safely
Safeguarding questions to use during interviews
How you can support safeguarding for your organisation, internally and externally
How to communicate about your organisation's work safely
How to make safeguarding a central part of your fundraising
Making sure you’ve covered important aspects of safeguarding when fundraising
What are the safeguarding risks associated with different types of fundraising?