Managing Your Finances! for voluntary organisations & charities

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Bellfield Centre

Stirling Community Hospital

Livilands Gate

Stirling

FK8 2AU

United Kingdom

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The main aim of the training is to provide guidance around effective accounting records keeping for voluntary organisations, including charities.

The objectives of the course are:

- To understand effective accounting record keeping for managing your organisations finances.
- To understand and complete essential processes, including bank reconciliations.
- To set up and operate our small accounts spreadsheet for voluntary organisations
- To provide practical free resources for future use by your organisation

Many small charities and voluntary organisations do not have the luxury of having a finance team in place. Most are reliant on committee members, volunteers and staff who have a variety of other duties, as well as managing the finances. It often feels a complex area to tackle and may not be top priority. However, there are some essential finance processes that can be put in place that can help.

SVE provides training and practical resources that can assist small charities and voluntary organisations to ensure they practice good financial management.

What essential finance processes are needed?

The foundation of good financial management in small charities and voluntary organisations is to keep it simple. Basic accounting records are a must to keep track of funds. Our simple spreadsheet can be used to record income, expenditure, as well as unrestricted and restricted funds. The system also generates finance reports that can be used for committee meetings.

What is important however, is that these basic records are kept up to date, with bank reconciliations taking place at least once a month.

It is also important to have a good filing or referencing system so any document or information needed can be easily retrieved.

In a small organisation, maintaining the books and records will often be the sole responsibility of one person. It is however, good practice for all committee members or trustees to take responsibility for the finances through understanding and overseeing the processes. It is therefore advisable for more than one person from an organisation to book on this training.

Our training covers all of the above. Please bring a laptop that has Microsoft Excel on it!

Cost: £90 per person

If you are a trustee you may also be interested in our follow up courses -


An Introduction to Budgeting for Voluntary Organisations

How to prepare your Annual Accounts in the Receipts and Payments format.

If so, please contact leestevenson@sventerprise.org.uk for further information.

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Bellfield Centre

Stirling Community Hospital

Livilands Gate

Stirling

FK8 2AU

United Kingdom

View Map

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