This section covers the policies, processes and controls that you should have in place to ensure that your organisation’s finances are managed effectively, which should start with a policy.
Model Financial Policy
Understanding Your Tax Status: Full Guidance for Charities is available from HM Revenue & Customs
Setting an Annual Budget and monitoring cashflow: Cashflow and budgeting factsheet
Guidance on budgeting for small groups: Preparing Budgets for Community Groups
Fundraising Strategy Context
How to Write a Fundraising Strategy
Guidance for trustees on financial management
Legal Guidance for Raffles, etc. Licensing and Regulations for Lotteries and Raffles
