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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

Volunteering during the covid-19 pandemic: What we know

  • Coronavirus
  • Involving volunteers

Governance round-up: July 2022

Read our latest round-up for trustees and governance professionals, with useful sector updates, training courses and written guidance.

  • Governance

Impact round-up: August 2022

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

  • Impact and evaluation

Time Well Spent: A national survey on the volunteer experience

Our survey of more than 10,000 people provides the most detailed analysis of volunteering for a decade

  • Involving volunteers
  • Digital and technology

Time Well Spent: Employer-supported volunteering

Building on existing work on corporate volunteering, this report looks at employer-supported volunteering through the eyes of the volunteer

  • Involving volunteers
  • Employing and managing staff

Government policy and funding round-up: August 2022

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.

  • Government and politics

Governance round-up: August 2022

Governance consultant Sally Stephens shares updates on the Charities Act and the Charity Governance Code, along with some exciting training opportunities for trustees

  • Governance

Turning abandoned shares into support for communities – and what you can do to help

We explain what dormant assets are, how they could support communities and how you can help make that happen.

  • Law and regulation

Supporting members through the cost of living crisis

  • Responding to crises
  • Government and politics

Government must provide immediate financial support to help communities

Voluntary sector partners joint statement on the cost of living crisis

  • Responding to crises
  • Government and politics

Other players

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

  • Business planning and strategy

Dual bottom line analysis

  • Business planning and strategy

Forcefield analysis

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

  • Business planning and strategy

Even over statements

Use this tool to help your organisation explore tradeoffs

  • Business planning and strategy

Deciding to close

Important things to consider before deciding to close your voluntary organisation

  • Closing down

Reasons to close

Every voluntary organisation should regularly ask whether it’s still well placed to achieve its goals

Alternatives to closure

If your organisation is still financially viable, you may want to consider alternative options to closure

Factors to consider before closing

Whatever your reasons for considering closure, you’re likely to have legal responsibilities to follow

Planning for closure

Steps you need to take before closing your organisation

  • Closing down

Create a closure plan

Depending on your route to closure and your legal structure, you may have different legal duties and wider responsibilities

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Governance Forum

A space for charity governance professionals to come together, learn and network

Recruiting volunteers (0.5 day)

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

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

Tools and methods for measuring outcomes (1 day)

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

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

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

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

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

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice