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What is a trustee?

What is a Trustee and how do you appoint them?

  • Governance

Trustee roles

What is the role of a Trustee?

  • Governance

Who are your members?

Find out about who your charities members are and what decisions they make

  • Governance

Making decisions as a board

Find out how your board can work together to make effective decisions

  • Governance

Making good decisions as a board

Learn about the rules around decision-making and how to go about the process of making decisions effectively

  • Governance

Running good meetings

Learn about the different types of meetings and how you can work to make them effective

  • Governance

Reviewing the structure of your board

Learn about what the structure of the board looks like and what to consider when reviewing

  • Governance

Managing conflicts of interests

Learn about what conflicts of interest are and how to work through them

  • Governance

Delegating decisions

Learn which decisions stay with the board, what you can delegate and to who.

  • Governance

Documenting your delegation

Learn how to keep clear records of who holds decision-making authority.

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Political campaigning

Guidance to help you campaign with confidence during an election

  • Government and politics
  • Campaigning

What's different about charity finance

Find out what makes charity finance different and how to plan appropriately

  • Financial management

Internal controls

Internal controls are the things you do to help manage the risk of an error or a fraud

  • Financial management

Fraud

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

  • Financial management

Audit and independent examination

The difference between audits and independent examinations and how to prepare for both

  • Financial management

Record keeping and accounting

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.

  • Financial management

Writing a financial strategy

Guidance on creating a financial strategy and what you need to include

  • Financial management

Funding and income planner

A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets

Budgeting and cashflows

How to create budgets, cashflow forecasts and understanding the cashflow process

  • Financial management

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully.

Volunteers and the law (0.5 day)

This course will help you create a positive and inclusive experience for volunteers. The course will explore best practice in relation to safeguarding, data protection, health and safety, and equality

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England.

Charity finance skills (1 day)

We know numbers can be daunting. Whether you are a staff member managing daily operations or a trustee overseeing governance, understanding your charity financial health is key to sustainable impact.

Leading change and transformation (1 day)

The voluntary sector operates in a fast-moving and uncertain environment. This one-day training focuses on leading change in a way that brings staff teams with you.

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

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

Leading external engagement (1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes