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 to consider when deciding on investments
Help and guidance around tax and trading laws and procedures for your organisation
Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.
Find out about some of the areas to consider when managing financial difficulties and insolvency
Learn about how to work though helping your organisation manage financial uncertainty
Learn which decisions stay with the board, what you can delegate and to who.
Learn how to keep clear records of who holds decision-making authority.
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
All trustees must take responsibility for decisions that benefit their charity
All trustees are responsible for shaping the culture of their board and charity
Trustees must make sure their charity’s money is safe and used properly
Trustees should think carefully about how to secure income for their charity
Seven steps to help trustees manage risk in their charity
Trustees need to make sure their charity follows employment law and has clear volunteer management processes