Resource Library: Financial Management

Warwickshire CAVA has developed and gathered a wide range of online resources and downloadable documents to support and assist voluntary and community organisations. 

Select a link and scroll down to view resources.

Document Index

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Business Planning (1) Commissioning & Procurement (0) Consortium & Partnerships (1)
Financial Management (7) Funding & Income Generation (10) Risk & Insurance (3)
Policies and Procedures (3) Regulations & Legislation (1) Safeguarding
Starting Up (5) Trustees & Governance (9) Useful links
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Can’t find what you need? Please contact your local Warwickshire CAVA office for further assistance. 

 Financial Management

 Who can run your charity's finances (Web link)

 

 Prepare a charity annual return (Web link)
 You must send an annual return or tell us your income and expenditure every year if your charity is registered
 in England or Wales.

 

 Prepare a charity's annual accounts (Web link)
 Find out how to prepare the right annual accounts for your charity’s structure and income.

 

 Prepare a charity trustees' annual report (Web link)
 What to put in your trustees' annual report, depending on your charity's income and the value of its assets.

 

 How to set a reserves policy for your charity (Web link)
 How to set a reserves policy for your charity and report on its reserves in your trustees’ annual report.

 

 Internal financial controls for charities (Web link)
 How to manage your charity’s financial activity and use internal financial controls to reduce the risk of loss.

 

 Charities and tax (Web link)
 As a charity you can get certain tax reliefs. To benefit you must be recognised by HM Revenue and Customs (HMRC).

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  • Finance
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