Trustee Finance Toolkit
Helping you plan and manage your charity’s finances
Having a clear picture of your charity’s financial position is the first step in managing its finances well, It’s an area trustees can feel less confident about, but is an essential part of your role.
Listed below are some resources on financial topics to help your charity plan and manage its finances. We have included tools and guidance to give you practical support.
Building Financial Resilience
Looking to boost your charity’s financial health? This tool will match you with the guidance your charity needs.
Finance 5-minute guide
Our managing finance 5-minute guide can help you understand your responsibilities for ensuring your charity’s money is safe and properly used and accounted for.
Internal financial controls for charities
Explains the different types of internal financial controls your charity should have to help you protect your charity from fraud and loss.
Reserve policy
Find out what charity reserves are and how to develop and report on your charity’s reserves policy.
Financial difficulties guidance
Advice on how you can improve your charity’s finances and protect against financial difficulties, including what to do if your charity can’t pay its bills.
15 questions trustees should ask
Want to check your charity’s financial effectiveness? Use our 15 questions guide.
Explore more on annual returns and managing investments:
Prepare a charity’s annual accounts
Charity reporting and accounting: the essentials
Investing charity money: guidance for trustees (CC14)
5-minute guides
Revitalise your knowledge of your essential trustee duties.
