CHARITY CASH FLOW PLANNING AND MANAGEMENT


Top 10 financial ratios for charities

Take a look at our detailed and handy guide to keep your charity finances on track from our highly experienced volunteer Frank Learner and Regional Manager Marie Langan. 

Top 10 financial ratios guide


7 finance questions every charity trustee should ask

Learn the 7 essential finance questions every non-finance trustee should be asking. A must read blog by Stuart Walker, qualified accountant, business writer and Cranfield Trust Volunteer (South West region).

If you want to know what an accountant would ask, read this blog!

Read blog


Top Ten Tips for Assessing the Financial Management of Smaller Charities

Considering the financial management of a charity? Cranfield Trust volunteers Duncan Munro and Frank Learner, with Regional Managers Marie Langan and Trevor Kitching, have put together a list of the most important things to consider.

Top Ten Tips for Assessing the Financial Management of Smaller Charities


Trustees' Annual Report & Accounts: How it can boost fundraising

Insightful article by Frank Learner, Cranfield Trust Volunteer in Wales. A must read article on how to make the most of the fundraising potential of a good Trustees' Annual Report and Accounts.

Read article


From surviving to thriving: Cash flow forecasting for charities (webinar)

Cranfield Trust South West Regional Manager, Marie Langan, explores practical suggestions for cash flow forecasting, and shares ideas and resources in this useful webinar.



Cash flow forecasting at time of uncertainty

Caroline Clark, an experienced Insolvency practitioner and long-standing Cranfield Trust volunteer, provides her professional insight into controlling cashflow at a time of economic uncertainty.

Controlling cash flow at a time of uncertainty


Trustees financial responsibilities and liabilities

Do your trustees know their financial responsibilities and liabilities? Cranfield Trust volunteer, Caroline Clark, shares her experience and knowledge.

Financial uncertainty or risk of insolvency?


Proposed changes to wrongful trading legislation

Caroline Clark, an experienced Insolvency practitioner and long-standing Cranfield Trust volunteer provides her professional insight.

Read Blog: Proposed changes to wrongful trading legislation


FINANCIAL GUIDANCE


Financial governance for non-finance trustees

An overview of financial governance for trustees.

Financial governance: a guide for the non-financial charity trustee


Learn to read your charity accounts 

A straightforward guide to charity accounts.

How to read charity accounts (Sayer Vincent)


Charity Guide to Accounting and Finance Systems

Follow our step-by-step guide to choosing the right accounting and finance system for your charity.  

Charity Guide to Accounting and Finance Systems

Stuart Walker, MBA, ACMA, a Cranfield Trust Volunteer and business writer specialising in SaaS, FinTech and Financial Services kindly wrote this guide for Cranfield Trust.


Retention of accounting records and other corporate records

Buzzacott is a top 25 UK accountancy firm that provides tailored expertise for private clients, businesses and not-for-profit organisations.

Read their guide to learn more about how long documents should be kept and the factors that determine this.

Buzzacott's Guide to Document Retention


Meeting your responsibilities in times of financial distress

This guide for charity trustees from PWC provides advice on how to spot the warning signs of financial distress, what actions you might need to take and what the risks and penalties might be for not meeting your responsibilities.

PWC's guide for charity trustees


Finding an independent examiner or auditor

The Association of Charity Independent Examiners offers a list of members who advertise on their website, where you can search by region.

Find an independent examiner

The Register of Statutory Auditors contains information on Statutory Auditors and Audit Firms in the UK.  We would encourage you to ask audit firms if they have experience auditing charities as the accounts are quite different from company accounts, as well as to ask for a couple of client references.

Find a statutory auditor


Registered Charity No: 800072 | Scottish Charity No: SCO40299 | Company No: 2290789 | Telephone No: 01794 830338
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