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
Guidance on types of tax reporting and when and how to use them
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What is a Trustee and how do you appoint them?
What is the role of a Trustee?
Find out about who your charities members are and what decisions they make
Learn about the rules around decision-making and how to go about the process of making decisions effectively
Learn about the different types of meetings and how you can work to make them effective
Learn about what the structure of the board looks like and what to consider when reviewing
Learn about what conflicts of interest are and how to work through them
Learn about what matters are reserved for the board, in what situations you can delegate and to who
Learn about how to navigate strategic and operational problems and where the responsibility is located
Learn more about the key areas boards and trustees are responsible for