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
Guidance on Charity Commission, Companies House and serious incident reporting
Trustees should help oversee and develop their charity’s strategy
Guidance on how to find and welcome new charity trustees
Learn about the reasons to remove a trustee and the process to go through
Learn about what your boards legal duties are and the considerations for each of them
Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.
The rules on the automatic disqualification of trustees and senior managers.
Learn what's included on trustee disqualification in the Charities Act 2016.
A review of the voluntary sector's operating environment.
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