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
Read our latest round-up for trustees and governance professionals, with useful sector updates, training courses and written guidance.
In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities
Our survey of more than 10,000 people provides the most detailed analysis of volunteering for a decade
Building on existing work on corporate volunteering, this report looks at employer-supported volunteering through the eyes of the volunteer
This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements. For news related to what’s happening in parliament, see our regular inside track round-up.
Governance consultant Sally Stephens shares updates on the Charities Act and the Charity Governance Code, along with some exciting training opportunities for trustees
We explain what dormant assets are, how they could support communities and how you can help make that happen.
Voluntary sector partners joint statement on the cost of living crisis
Guidance to help you campaign with confidence during an election
Find out what makes charity finance different and how to plan appropriately
Internal controls are the things you do to help manage the risk of an error or a fraud
How to be aware of the risk factors relating to fraud and take steps to protect your organisation.
The difference between audits and independent examinations and how to prepare for both
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 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