Charity Essentials is an online tool designed to help charities run a basic health check on their organisation
An English version of the Charity Essentials tool, which can help you do a basic health check on how your organisation is performing
A Welsh version of the Charity Essentials tool, which can help you do a basic health check on how your organisation is performing
This section will help you get started in improving your organisations’ approach to equity, diversity and inclusion.
This page helps you get started in improving your organisations’ approach to equity, diversity and inclusion.
Using the Equality Act to understand your legal duties
This page is about how to respond to discrimination occurring in your organisation.
Risk management is a vital (and legal) responsibility for charity trustees. This page covers an introduction to the risk management process and the role insurance plays in protecting your organisation.
Principles that support charities to recognise and resolve ethical issues and conflicts, and make charities safer
We’ve written to the chancellor calling for urgent action on the planned increase to employer National Insurance Contributions (NICs) for the voluntary sector
This Trustees' Week we celebrated the role of trustees across the UK and explored the challenges and opportunities in trustee recruitment and retention
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
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