Introduction to Charity Finance

About this course:

The foundation of good financial management with any charity is to keep it simple. This half-day training is a short introduction to the essentials of finance for charities. It considers key financial roles and responsibilities and how they impact your organisation. It examines important concepts like budgeting, financial controls, book keeping, and the accounting framework. We also look at how to use the Charity Commission’s guides and how to create action plans and checklists.

Learning outcomes

By the end of this training you should be able to:

Describe why it is importance to be clear about the type of organisation you are, when considering which financial system to apply
Explain the relevance of the accounting framework and the different types of accounts
List three top tips for those responsible for your organisation’s bank accounts
Define financial terms applicable to charitable organisation

Who is this course suitable for?

Anyone who would like an introduction to the essentials of charity finance and a general overview of charity financial systems. It is particularly useful for those who have little or no understanding about charity finance.

Disclaimer

Please note that we will not be able to answer specific questions or give financial advice about your organisation’s finances or for example, how to read your accounts balance sheets, assets etc. This is an introductory course providing a general overview of charity finance.

Introduction to Charity Finance (Priority for Hounslow groups)