You searched for
''

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

Climate campaign: Putting the environment at the centre of decision-making this Trustees' Week

We launched a new campaign in the summer of 2023 to help trustees and charity leaders consider the environmental impact of their charities’ investments

  • Campaigning

Practical support bulletin: November 2023

Resources, events, support and information on the big issues affecting small charities

  • Funding and income
  • Governance
  • Cost of living

Celebrating Trustees’ Week 2023

Our chief executive Sarah Vibert celebrates the start of Trustees' Week and shares our plans

  • Governance

King’s Speech 2023: Takeaways for the voluntary sector

Our policy and public affairs manager, Chris Walker, summarises the announcements from the King's Speech likely to impact our sector

  • Government and politics

The importance of diversity in your trustee board

Explore why diversity is a key area of reflection for your trustee board and what needs to happen to make a board truly diverse

  • Equity, diversity and inclusion
  • Governance

Open letter to the chancellor on vital funding for public services delivered by charities

Read our open letter calling on the chancellor to ensure charities can continue providing essential services for communities

  • Funding and income
  • Cost of living

What is the true cost of giving support to public services?

Why the government must act to cover the true cost of charities delivering public services

  • Cost of living
  • Funding and income

The inside track: November 2023

An update on what's happening in Westminster. Find out what the King’s Speech and government reshuffle means for charities

  • Government and politics

Volunteering round-up: November 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: November 2023

Lessons from Trustees’ Week 2023 and upcoming dates for your diary

  • Governance

PESTLE

A guide to help organisations consider how the world is changing

Other players

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

Deciding what you will do and how

Find out about how to select the right tools to help you make good decisions

  • Business planning and strategy

Dual bottom line analysis

A guide to help your organisation explore it's activities to assess the extent to which each contributes to value and surplus

Forcefield analysis

Use this tool to help you identify the forces working for and against a particular option

Even over statements

Use this tool to help your organisation explore tradeoffs

What is business planning?

Learn about what business planning is in your organisation's context

  • Business planning and strategy

Writing your business plan

Find out about how to write your business plan for your organisation

  • Business planning and strategy

Title page

Writing the title page section of your business plan

  • Business planning and strategy

Contents page

Writing the content page section of your business plan

  • Business planning and strategy

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

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

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

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