Management and governance

It's important to understand the rules and regulations that affect your managers and trustees. We can help you to manage your organisation effectively.

Charity reserves: building resilience

Charity Commission guidance on what charity reserves are and how to develop and report on a charity's reserves policy.

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Choosing to collaborate: helping you succeed

Charity Commission guidance and resources covering joint working by two or more organisations.

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Financial management

This guidance from the Charity Commission covers essential trustee information around managing your charity’s assets and resources, from cash and investments to staff and volunteers.

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How to merge or link charities

Charity Commission guidance around how to merge charities, or link them to make accounting and reporting easier, including how to merge charitable incorporated organisations (CIOs).

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Managing risks

This guidance from the Charity Commission covers how charities should identify, manage and report on risks. https://www.gov.uk/guidance/how-to-manage-risks-in-your-charity

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Work with other charities

Charity Commission guidance around how to identify partners to work with, draw up agreements and fundraise for other charities.

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Writing a strategic plan

NCVO's Knowhow Nonprofit website offers advice and templates for creating a strategic plan for your organisation.

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