Supporting learning for the Voluntary & Community Sector and Social Enterprises

Funding and Finance

Sustainability 



 webgraphicWhich way leads to a sustainable future? SustNav offers free support on sustainability including 10 Sustainability Principles to help you to navigate along the best path, a workplace Sustainability Checklist and an Assessment Toolkit.

Full details at www.sustnav.org.uk 

 

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.

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

webgraphic Accounting for Cash     webgraphic Bank Reconciliation     webgraphic Budgets

webgraphic Financial Controls  webgraphic  Financial Healthchecks  webgraphic  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.

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

BankAccountAdvice
BankAccountAdvice contains over 60 articles written by our experts who continually update and add new content.

Full Cost Recovery



webgraphicFull 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.

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


Charities and Tax



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

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

webgraphicHMRC 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.

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

Auditing & Independent Examination of Accounts



webgraphicAuditing & 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.

webgraphicTendering 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


 

webgraphicDepartment For Work And Pensions (DWP) Head Of Delivery Strategy Offers Guidance For Commissioning The Third Sector


webgraphicNJC 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.

webgraphicPayroll (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.

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

Funding and Fundraising


Funding guide to workforce development ( November 2009)
One of the biggest barriers facing VCS staff and volunteers is accessing funding to support training and other areas of workforce development. In response to this the National Council for Voluntary Youth Services (NCVYS) and the National Association for Voluntary and Community Action (NAVCA) have created a Funding Guide to Workforce Development.

 

webgraphicSkills for Care Funding Guide On line Funding Guide to find funding for training resources

 

 How to write a successful funding application (ladder4learning May 2009)


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

webgraphicFunding (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.

webgraphicFit4Funding (Charities 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.

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

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

webgraphicFundraising   webgraphic  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.

webgraphicRestricted Funding   webgraphic Exit Strategies

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

webgraphic Introductory Pack on Funding and Finance: 6 parts pack (NCVO September 2006)
Each of the six guides contains practical information on a specific area of funding or finance and includes case studies, tools, and signposts to resources to assist organisations in their search for long-term financial sustainability.

Selling Goods and Services - Procurement/Tendering/Commissioning



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

webgraphicGrants, 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'.

 

Learning Support and Student Finance


 Financial Help for Young People (LSC, Aug 2009)

 Free childcare for training and learning for work

webgraphic Student Finance England
Student Finance Direct has been replaced by a new service: Student Finance England. Full-time higher education students from England can use its secure system to apply for finance online - and parents and partners can support an application online. If you've already registered online with Student Finance Direct, you can log in to your student finance account using the same details as before.

 

 


webgraphicCharity Accounting Toolkit
A new online charity accounting toolkit is now available from CIPFA (Chartered Institute of Public Finance and Accountancy). The toolkit is designed with the smaller voluntary and community organisation in mind.The new toolkit  is a web-based learning aid produced in partnership with BPP Learning Media and designed for treasurers, workers and volunteers in small to medium sized charities. Background information here (CIPFA June 2009)