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Get to grips with your charity's finances
Welcome
Welcome (2:08)
Quiz: Your role and how confident are you now?
Week 1 – Getting ready to get a grip on your charity finances
Introduction - getting ready to get a grip (1:11)
1 - What kind of charity? (3:35)
2 - Understanding the terminology (3:41)
3 - Is your charity micro, small or large? (2:54)
4 - What are your legal responsibilities? (4:53)
BONUS content – Charity vs Company Accounting (5:20)
Check your learning - quick quiz
Action points checklist
Session 2 – Getting and staying compliant
Introduction - the importance of compliance (4:57)
1 - The charity commission's requirements (3:40)
2 - What's in your your annual return? (2:51)
3 - "Charities don’t pay tax" Or do they? VAT, PAYE and trading (5:37)
4 - What to expect from an Independent Examination (4:53)
BONUS - Companies House requirements (1:58)
BONUS – monitoring and reporting on fundraising (1:55)
BONUS content – where you can get help and advice from (4:57)
Check your learning - quick quiz
Action points checklist
Session 3 – Having clarity about your charity’s finances
Introduction to how to be clear about your charity's finances (1:22)
1 - Cash: a crucial asset... (6:52)
2 - What’s on the balance sheet? (5:50)
3 - Your Income and Expenditure (5:50)
4 - What are my funds? (4:33)
BONUS A few key concepts (6:46)
Check your learning - quick quiz
Action Points checklist
Session 4 – Taking control of your charity’s finances
Introduction - Using your finances to take control (1:21)
1 - The whys and how of budgeting for charities (11:39)
2 - Long term planning (3:41)
3 - Financial information for funding bids (6:08)
4 - Having effective conversations about the finances (5:26)
BONUS - Supporting your treasurer (4:18)
Check your learning quiz
Action points checklist
Wrap up
What now? (1:43)
Check your learning quiz (full course)
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