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
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Duties of public bodies to act to protect individuals at risk of domestic abuse
When charities and voluntary organisations partner with other organisations, safeguarding responsibilities and accountability falls into three categories
The appropriate level of due diligence charities should carry out when working with partners
The steps trustees must take when a charity works with partners, to ensure resources are managed responsibly
Legal protections for people who raise concerns
How the Public Interest Disclosure Act protects any whistleblowing worker
What organisations are expected or obliged to do when concerns are raised
Find out about 'limitation periods' regarding certain types of claim
Information about DBS checks and tools to help you understand the law as it applies to the roles in your organisation
Information about getting DBS checks for staff and volunteers