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
Information on the types of charity mergers and the different reasons for merging
This page highlights key questions to think about before making the decision to merge
Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries
Things to consider in the run-up to a formal merger
Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key
What to consider once your merger has completed
A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments
How to involve people who use services in the design and delivery of services
What to consider when setting up a joint working agreement
A checklist to help you develop a joint working agreement