Managing Your Money

Chapter One: The Application Process and Offer of Acceptance Procedures 
Accessing funds, planning and budgeting, and offer of acceptance.

Chapter Two: General Accounting Procedures
Includes: Basic requirements of book keeping and general rules for maintaining books.

Chapter Three: Budgeting
Includes: Principles of budgeting, preparing a budget and planning expediture.

Chapter 4: Managing Finance Throughout the Year
Includes: Good financial systems, information requirements of funding bodies and planning cash flows.

Chapter Five: VAT and Taxation Effective Giving
Includes: Value added tax, completing a VAT return and tax effective giving.

Chapter Six: Auditing - What is it and why?
Includes: What is an audit? why have an audit, and Auditors - what to look for?

Chapter 7: Banking - What to Look for
Includes: Reviewing banking arrangements.

Chapter 8: Investments
Includes: How to choose a fund manager, measuring investment performance, ethical investments.

Chapter 9: The Role of Trustees
Includes: Who are the trustees, and the role of trustees.

Chapter 10: Statement of Recommended Practice 2: 'Accounting by Charities' SORP2
Includes: Introduction to SORP2 and the annual report.

Chapter 11: Insurance
Includes: Types of insurance, and how to obtain insurance.

Download the full 59 page guide in pdf format below.

PLEASE NOTE: The Managing Your Money Guide is due for revision.