A checklist to help you develop a joint working agreement
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.
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