Charity Excellence Resource Hub

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Charity trust & foundation grant funding lists and fundraising, trustee governance, strategy and other guides, plus the Charity & Start Up toolboxes, from the huge Charity Excellence resource base.
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‘The additional resources have turned out to be invaluable’. National Animal Welfare Trust Berkshire

Index Of Charity Finance, Accounting And Risk Management Resources For Treasurers And Charities

Posted 6/18/2022

Charity finance, accounting and risk management resources for treasurers and charities, including risk management policy and register templates, UK charity bank accounts policies, budgeting, Charity Commission compliance and reporting.

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Example Charity Reserves Policy Template, Why A Policy Is Important, What Reserves Are & How To Create Yours - Charity Commission CC19

Posted 3/29/2022

This resource provides an example reserves policy template, explains why a reserves policy is important, what you should include, the different types of financial reserves, questions to ask yourself and links to resources to help you. It is a simple guide to the Charity Commission CC19 guidance on reserves and is aimed primarily at small charities.

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UK Charity Risk Management Policy & Risk Register - A Guide And Sample Templates That Anyone Can Use

Posted 3/19/2022

This charity risk management policy guide explains the basics of risk management and assessment. It gives you a simple 3 step process to use and sample templates for your own risk policy and risk register and includes having a charity reserves policy. It can be used for everything from trustee risk planning to assessing and managing charity shop and fundraising event risk.

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The questions are phrased brilliantly - challenging how we prioritise our management time." Ecosystems Knowledge Network

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