Archive for the ‘Charity & Not-for-Profit’ Category

Fundraising

Posted on: October 1st, 2018 by Sarah Case No Comments

In month ten of our publication 11 Key Steps for Trustees, 1 Giant Leap for your charity we are looking at charity fundraising.

Fundraising is getting more difficult as there are more and more demands on donors’ income levels.  Charities are having to be more creative in the fundraising that they undertake, but trustees need to consider the risks involved, particularly in the light of recent legislative changes. (more…)

Expenses

Posted on: September 3rd, 2018 by Sarah Case No Comments

In month nine of our publication 11 Key Steps for Trustees, 1 Giant Leap for your charity we are focusing on expenses.

Making a payment of any sort to a trustee of a charity can be fraught with difficulties, especially when one of the defining aspects of the charitable sector is that trustees don’t get paid. However, that doesn’t mean that payments can’t be made to trustees – they can, if they are dealt with properly. Payments for services rendered and for being a trustee or employee are possible, although of course strict guidelines are in place. By far the most common payment to trustees is to cover expenses incurred by them. But even this is covered by quite detailed guidance.

To view the full report, please click here.

Risk Management

Posted on: August 1st, 2018 by Sarah Case No Comments

In month eight of our publication 11 Key Steps for Trustees, 1 Giant Leap for your charity we are considering risk management.

Not managing risk effectively can have dramatic consequences for an organisation.

The tragedy at Grenfell Towers in June 2017 demonstrates the severity of not embedding a robust process which can react to the concerns of beneficiaries. In the wake of that disaster, all not for profit organisations should be thinking carefully about whether their processes are fit for purpose. (more…)

Charity Governance Code and Trustees’ Responsibilities

Posted on: July 23rd, 2018 by Claire Thompson No Comments

Good governance supports a charity’s compliance with the law and relevant regulation, as well as promoting a culture where everything works towards fulfilling a charity’s vision. Trustees should be invested in effective governance and the right leadership structures to best service the charity’s ambitions.

The Charity Governance Code helps charities and their trustees develop these high standards of governance and to demonstrate’ exemplary leadership and governance to beneficiaries and other stakeholders. (more…)

Campaigning, Lobbying and Political Activity

Posted on: July 3rd, 2018 by Sarah Case No Comments

Month seven of our new publication 11 Key Steps for Trustees, 1 Giant Leap for your charity focuses on charity campaigning, lobbying and political activity. (more…)

Trading and Tax

Posted on: June 1st, 2018 by Sarah Case No Comments

Month six of our new publication 11 Key Steps for Trustees, 1 Giant Leap for your charity looks at charities, trading and tax.

Charities are associated with giving, but most also actively trade. In fact, the sector gains twice as much income from trading as it does from donations. (more…)

Trustees Meetings and Decision Making

Posted on: May 10th, 2018 by Sarah Case No Comments

Month five of our new publication 11 Key Steps for Trustees, 1 Giant Leap for your charity focuses on trustee meetings and decision making.

Best intentions do not always equal good governance. Arriving at your meeting unprepared is potentially short-changing your charity and could result in ineffective decision making, creating a risk to the charity and possibly you as a trustee, both individually and collectively. You only need to read a few of the Charity Commission’s updates to appreciate the issues arising from poor decision making. (more…)

GDPR is on its way and will affect every organisation in the UK

Posted on: April 10th, 2018 by Sarah Case No Comments

The General Data Protection Regulation (GDPR) will replace the current Data Protection Act from 25th May 2018.

This new Regulation will make it essential for organisations to have effective information governance procedures and breach strategies in place. (more…)

Investments

Posted on: April 10th, 2018 by Sarah Case No Comments

Month four of our new publication 11 Key Steps for Trustees, 1 Giant Leap for your charity focuses on investments.

The decision of how much, when and what to invest in can be a challenging one for trustees. You must consider the current cash demands of the charity, the need for regular income and the desire for capital growth. These factors need to be considered alongside investment risk.  (more…)

Why is reputation important for a charity?

Posted on: March 26th, 2018 by Sarah Case No Comments

By now, everyone will have seen the reports about Oxfam, and the resulting damage to its reputation. Donations to Oxfam have certainly been hit but it appears that donations to charities in general may fall as the public’s mistrust of charities increases. (more…)

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