Funding & Finance

Feel free to browse below, or go straight to the following section:

• Auditing & Independent Examination of Accounts
• Charities and Tax
• Employment
• Financial Management - keeping track and recording activity
• Full Cost Recovery
• Funding and Fundraising
• Selling Goods and Services - Procurement/Tendering/Commissioning

Financial Management - keeping track and recording activity

---

Guide to Financial Management (NCVO Sustainable Funding Project - December 2007)
Downloadable 44 page .pdf (652kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The document looks at why financial management is important and covers a range of topics, including developing a financial strategy, budgets and cash flow management, book keeping and financial accounting. It also looks at tax and at financial management and governance. It includes good practice advice, examples and templates for advisers and groups to use.

Managing Money & Resources - Finance Hub Resources Page (December 2007)
Links to documents and guidance notes on the subject of managing money and resources.

Accounting for Cash (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Bank Reconciliation (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Budgets (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Budgets and Costing - Finance Hub Resources Page (December 2007)
Links to documents and guidance notes on the subject of Budgets and Costing.

Financial Controls (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Financial Healthchecks (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Reserves Policy (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Full Cost Recovery

---

Full Cost Recovery (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Full Cost Recovery - Finance Hub (December 2007)
Guidance on the subject of Full Cost Recovery.


Full Cost Recovery Case Study (Futurebuilders - June 2008) A simplified model where the various non-project costs of an organisation are allocated to the projects undertaken by that organisation in order to arrive at a figure for the full cost of each project. When these Guidelines have been read, download the Case Study Docuement and the Excel Spreadsheet.

Charities and Tax

---

VAT & Voluntary/Community Organisations (Finance Hub - December 2007)
An overview outlining VAT as it generally applies to voluntary and community organisations.

Charities and Tax (NCVO - December 2007)
A range of documents providing an overview of this complex area for charities.

HMRC Charities (HM Revenue & Customs - December 2007)
Web pages that provide a single reference point for information about tax and VAT for charities and Community amateur Sports Clubs (CASCs) along with information about tax reliefs for charitable donations.

Gift Aid (HM Revenue & Customs - December 2007)
An overview about Gift Aid for charities.

Auditing & Independent Examination of Accounts

---

Auditing & Independent Examination of Accounts (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Tendering Auditors (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Employment

---

NJC Payscales and travel allowances (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Payroll (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Employing People - Finance Hub (December 2007)
Guidance on the subject of employment.

Funding and Fundraising

---

Preparation (Chairities Information Bureau - December 2007)
Things to think about and questions to ask of yourself, before applying for funds.

Funding (Finance Hub - December 2007)
Online introduction to the various means of funding activity. Includes information about developing a sustainable funding strategy and where to get further help.

Fit4Funding (Chairities Information Bureau - December 2007)
The fit4funding website provides 'Help & Advice' for community groups and voluntary organisations who are seeking funding. Their resources can also be used by those giving funding advice in the Voluntary and Community Sector.

Current Sources of Funds (Chairities Information Bureau - December 2007)
Extensive range of information about how and where to get funding.

Making Funding Applications (Chairities Information Bureau - December 2007)
Help and advice about making applications for funding.

Fundraising (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Unit Costs - how to calculate them (CASHFACTS - Community Accountancy Self Help - December 2007)
A range of factsheets designed to be used both as an introduction for new management committee members and as practical work books for staff and volunteers. Freely available online.

Restricted Funding (Charities Information Bureau - December 2007)
Clear guidance about dealing with restricted and unrestricted funds.

Exit Strategies (Charities Information Bureau - December 2007)
Clear guidance about planning ahead and sustaining future activity.

Selling Goods and Services - Procurement/Tendering/Commissioning

---

Selling goods and services (Finance Hub - December 2007)
Explores the different options available when it comes to diversifying income streams.

Grants, contracts and service level agreements (Charities Information Bureau - December 2007)
Brief and useful information on subjects such as 'When is a grant not a grant'.