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Finance

Charity Finance Group

Charity Finance Group

CFG’s Small Charities Programme provides free downloadable resources, aimed at supporting small charities manage their finances more effectively, enabling them to deliver better services to current and future beneficiaries.

Resources, practical tools and templates cover different finance related topics such as:

  • Pensions Rules for small charities
  • Budgets, Management Accounts and Cash Flow Forecasting
  • How to Preparing your Annual Reports
  • Legal & Financial Responsibilities of Employing Staff
  • Bank Accounts, Record Keeping, Risk & Outsourcing
  • Gift Aid & how to claim it

​Visit website

Community Accountancy Self Help (CASH) is a London-based community accountancy project that provides financial advice and training to small charities and voluntary groups. Its services include one-to-one accountancy surgery, training courses and publications, all of which are geared towards providing people with the basic financial skills needed to run successful organisations: writing budgets, bookkeeping, bank reconciliation, cash accounting, preparing finance reports for trustees and fundraising.

Visit the CASH website

FREE HELPLINE: INSOLVENCY, PROPERTY AND TREASURY

FREE HELPLINE: INSOLVENCY, PROPERTY AND TREASURY

The Charity Finance Group (CFG) offers free Helpline available to non-members organisations to provide initial guidance on insolvency, property and treasury. Each helpline is supported by a Provider with considerable experience advising the charity and not-for-profit sectors.

More info

Accounting Templates for Charitable Companies

Accounting Templates for Charitable Companies

The Charity Commission, in partnership with Companies House, has produced accounts templates for charitable companies with an income of under £500,000.  The templates aim to help companies submit the right information and help them to save time.