Resources Library

Managing risk
This guidance form the Charity Commission outlines the basic principles and strategies that can be applied to help charities manage their risks.
Governance
This guide is for new trustees to introduce them to the role so that they have a basic understanding of their duties and responsibilities.  Charity trustee welcome pack
Fundraising
The aim of the guidance is to help charities and fundraisers work in a way that complies with legal requirements and good practice. 
Finance
This guidance explains when and how charities may engage in trading.
Finance
Guidance to help you complete your charity's annual return, accounting and reporting requirements, and tax and Gift Aid advice. Charity accounts, financial reporting and tax
Governance
If you are a Community Interest Company (CIC) you can apply to convert directly to a charitable incorporated organisation (CIO).  Charity Commission guidance on converting a Community Interest…
Finance
The questions in this checklist are designed to help charity trustees and their advisers evaluate the charity’s performance against the legal requirements and good practice recommendations set out in…
Human resources
ACAS have free tools and resources on their website for Hiring staff, Managing staff and Disciplining staff.  Templates for employers
Finance
The Charity Commission, in partnership with Companies House, has produced accounts templates for charitable companies with an income of under £500,000. The templates aim to help companies submit the…
safeguarding
For advice on Safeguarding Adults the Ann Craft Trust have a host of resources available to assist you in achieving best practice in safeguarding adults, including a checklist which is useful for…
Finance
Bates Wells have produced this crisis management guide for charities drawing on the expertise of colleagues from different areas of the firm, and fellow B Corp Forster Communications, to look at some…
Managing risk
Business continuity is about understanding and managing risks to the everyday running of an organisation. It helps you to prepare for an emergency or disruptions by planning different ways of working…
Managing risk
The National Cyber Security Centre have provided guidance about how to defend against possible risks and outline easy and low-cost steps to protect from attacks. They have produced a Small Charity…
planning and project management
Voluntary and community events are an important aspect of everyday life that help to encourage and enable people to participate, and play a more active part, in society. This guide provides…
Governance
This website aims to help you and your charity by providing support at every stage of the trustee journey. From key information on being a trustee or selecting a new trustee, to help with carrying…