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.
Reserves policy
Find out what charity reserves are and how to develop and report on your charity’s reserves policy.
Improving charity finances
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.
Collaborative working
Charities can consider merging or closer working with other charities as a way of building financial resilience
Protect your charity from cyber crime
Find out how to keep your charity cyber secure, respond to cyber attacks, and report cyber crime.
Submitting your charity’s annual return
Find out how and when to submit your charity’s annual return.
Investing charity money: guidance for trustees
Find out how to make the right decisions about investing charity funds.