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Financial management

This page is free to all
Guidance, techniques and tools for managing your organisation's finances

In this section

What's different about charity finance

The processes and regulatory regimes that apply when managing charity finances, including fund accounting

Processes procedures and controls

What controls you need to put in place to stop errors creeping into your accounting, and to reduce the risk of fraud

Planning and budgeting

Advice on writing your financial strategy and managing your budgets in line with it


Your obligations to report on your accounts, both internally and externally

Banking and investment

What to consider when choosing a bank and deciding where to invest

Tax and trading

The tax regulations applying to charities can be complex. This section covers the ins and outs of corporation tax, VAT, and Gift Aid and GASDS


What to do when your organisation gets into financial diffculties

Page last edited Jul 19, 2018

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