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Reporting

Guidance on types of tax reporting and when and how to use them

  • Financial management

External reporting

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

  • Financial management

Management accounts

Creating financial information that helps managers and trustees

  • Financial management

Investment

What to consider when deciding on investments

  • Financial management

Tax and trading

Help and guidance around tax and trading laws and procedures for your organisation

  • Financial management

Corporation and income tax

Charities are usually exempt from paying corporation or income tax, but there are some situations where you might become liable

  • Financial management

VAT and charities

When do charities need to consider VAT and what are the exemptions?

  • Financial management

Trading and charities

How to trade as a charity, and what the risks are

  • Financial management

How to set up a trading subsidiary

Charities are allowed to trade under certain circumstances, but if you've decided to develop a trading activity which is not allowed, you'll need to establish a trading subsidiary. Here's how.

  • Financial management

Gift Aid and GASDS

Guidance around Gift Aid and GASDS

  • Financial management

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Telephone fundraising

Learn more about telephone fundraising for voluntary organisations

  • Funding and income

Fundraising myths

Learn about what fundraising myths exist

  • Funding and income

Choosing crowdfunding

Decide if crowdfunding is right for you

  • Funding and income

How to run a crowdfunding campaign

Learn about how to run a crowdfunding campaign

  • Funding and income

Funding and income planning

Guidance to help you think about your funding and income planning

  • Funding and income

Delivering public services

Find out what delivering public services means and if you can get funding from public sector organisations

  • Funding and income

The commissioning cycle

Learn more about the commissioning cycle

  • Funding and income

Social investment

  • Funding and income

Fundraising methods

What is evaluation?

Learn about what evaluation is and why it's important for your organisation

  • Impact and evaluation

Charity trustee induction and refresher (2 x 0.5 days)

This course will give trustees an overview and understanding of charity governance, regulation and best practice

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Introduction to EDI in charities (2 x 0.5 days)

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

Charity finance strategy (1 day)

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

Developing a Fundraising Strategy (0.5 day)

Learn how to build a more intentional approach to your fundraising for a more financially sustainable future.

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting