Budgeting & Forecasting Workshop for VCSEs

Are you part of a grassroots charity and feel unsure about the finance side of things? You’re not alone—and this friendly, practical workshop is designed exactly for you.

Join us for a 2‑hour, hands‑on Finance Fundamentals session that will give you the essential tools to manage your organisation’s money with confidence. No jargon. No previous finance experience needed. Just simple methods, practical examples, and supportive guidance.

What You’ll Learn

During this interactive workshop, you will discover how to:

• Keep clear and simple financial records using an easy‑to‑use spreadsheet
• Create a realistic and usable budget tailored to your organisation’s needs
• Produce a cashflow forecast so you can anticipate challenges before they happen

You’ll also receive ready‑to‑use toolkits and templates you can take away and start implementing straight away.

Who It’s For

This session is ideal for:

• Charities, voluntary organisations, or social enterprises, or similar organisations with charitable aims.
• Organisations with limited finance experience
• New trustees, volunteers, or team members who want to improve their financial confidence
• Anyone who wants a clearer understanding of how to manage charity finances effectively

Meet Your Trainer – Sarah Humphreys

Sarah is a Client Manager at Gascoynes, where she’s been supporting a wide variety of businesses since February 2024. She specialises in preparing accounts, tax returns, and VAT returns, and brings a down‑to‑earth, approachable style to finance training. Sarah understands the challenges charitable organisations face and is passionate about empowering people to feel in control of their numbers.

Norfolk Community Foundation and Good for Good:

This workshop is being delivered as part of Norfolk Community Foundation’s Good for Good programme, a way of enabling local businesses to do good in practical ways, for their staff to get involved in helping charities and making getting involved much easier. To find out more, go to norfolkfoundation.com/good-for-good/