Finance
Information and guidance to support accounting and reporting, and sample policies.
Accounts examination
Charity Reporting Essentials
This guidance is aimed primarily at charity trustees and sets out what charities are required to do, in terms of preparing trustees’ annual reports, accounts, and annual returns
Internal Financial Controls Checklist
This checklist from the Charity Commission will help you evaluate the charity’s performance against the legal requirements and good practice recommendations set out in the commission’s guidance on internal financial controls for charities.
Restricted and unrestricted funds
Restricted Fund Accounting
A good-practice guide for restricted fund accounting with practical examples and explanations.
How to track, allocate, and report funding for restricted activity
It is important to distinguish between unrestricted and restricted funds. This PDF will breakdown what each is, how they can be tracked and accurately reported.
Policies
Operating Reserves Policy for CIC’s
A sample operating reserves policy which has been created specifically for CIC’s.
Model Finance Policy
A model finance policy template
Small Charity Financial Controls Policy Template
This document can be amended to form the basis of a Financial Controls Policy for your organisation
NCVO/SCVO: How to Manage Rising Energy Costs
NCVO/SCVO: How to Manage Rising Energy Costs
NCVO and supplier Utility Aid, share ways to help you keep costs down in the face of the energy crisis.
