Week 1 – Getting ready to get a grip on your charity finances
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Introduction - getting ready to get a grip (1:11)
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1 - What kind of charity? (3:35)
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2 - Understanding the terminology (3:41)
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3 - Is your charity micro, small or large? (2:54)
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4 - What are your legal responsibilities? (4:53)
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BONUS content – Charity vs Company Accounting (5:20)
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Check your learning - quick quiz
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Action points checklist
Session 2 – Getting and staying compliant
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Introduction - the importance of compliance (4:57)
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1 - The charity commission's requirements (3:40)
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2 - What's in your your annual return? (2:51)
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3 - "Charities don’t pay tax" Or do they? VAT, PAYE and trading (5:37)
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4 - What to expect from an Independent Examination (4:53)
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BONUS - Companies House requirements (1:58)
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BONUS – monitoring and reporting on fundraising (1:55)
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BONUS content – where you can get help and advice from (4:57)
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Check your learning - quick quiz
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Action points checklist
Session 3 – Having clarity about your charity’s finances
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Introduction to how to be clear about your charity's finances (1:22)
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1 - Cash: a crucial asset... (6:52)
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2 - What’s on the balance sheet? (5:50)
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3 - Your Income and Expenditure (5:50)
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4 - What are my funds? (4:33)
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BONUS A few key concepts (6:46)
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Check your learning - quick quiz
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Action Points checklist
Session 4 – Taking control of your charity’s finances
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Introduction - Using your finances to take control (1:21)
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1 - The whys and how of budgeting for charities (11:39)
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2 - Long term planning (3:41)
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3 - Financial information for funding bids (6:08)
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4 - Having effective conversations about the finances (5:26)
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BONUS - Supporting your treasurer (4:18)
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Check your learning quiz
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Action points checklist
