Charity financial management
Tools & tips for charity financial planning.
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 Head of Operations Marie Langan.
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!
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.
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.
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.
