Guidance Leaflets
Small Charity Support produces numerous (more than 40 at the last count) free-to-download-and-use guidance leaflets covering most of the issues encountered by the trustees of small charities. Some of the leaflets appear in more than one section.
Click on a leaflet title to open a downloadable version (PDF).
Or on a section heading to go to another web-page with fuller details.
For a downloadable/printable list of all the leaflets available click HERE
Please remember
to read our Legal Notice
The Roles & Responsibilities of Small Charity Trustees
The Roles & Responsibilities of ALL Trustees
Typical Roles & Responsibilities of the Chair
{Including managing meetings}
Typical Roles & Responsibilities of the Treasurer
{Including preparing regular reports to Trustees}
Payments to Trustees (and connected persons)
Minutes {Recording discussions & decisions effectively}
Preparing the Trustees Annual Report & Accounts
Managing a Small Charity
Outputs & Outcomes
{What the charity does, and what it achieves}
Programme Planning
Introduction to programme (aka: business) planning
Programme Plan Template (editable text document)
Programme/Project Tasks Monitoring (editable spreadsheet)
Managing Meetings
Typical Roles & Responsibilities of the Chair
Minutes {Recording discussions & decisions effectively}
Managing the Money
Typical Roles & Responsibilities of the Treasurer
For more information, see "Simple Accounts for Small Charities", below
Preparing the Annual Report & Accounts
ALL charities, regardless of their size MUST prepare Trustees Annual Reports & Accounts and make them available to the public on reasonal requeste WHETHER OR NOT they are required to submit them automatically (ie: without being requested) to the Charity Commission.
Example Policies & Procedures for Small Charities
Takes you to a separate web-page where you can find a range of 18 downloadable/editable example policies & procedures which you can adapt to your charity's own requirements.
Simple Accounts for Small Charities
Takes you to a separate web-page with guidance on how to prepare and manage the finances of a small charity in accordance with Charity Commission requirements WITHOUT having to use complicated accounts procedures and professional accountants or financial advisors.
The leaflets on that web-page are:
-
- What accounts ALL charities MUST keep;
- Typical Roles & Responsibilities of the Treasurer;
- Recording & Managing Your Charity's Funds
- Budgets & Cash Flows
- Financial Controls CheckList
- Bank Account
- Preparing the Trustees Annual Report & Account;
- Simple Accounts Spreadsheet {MS-Excel} & Instructions
Starting & Registering a Small Charity
Takes you to a separate web-page with guidance on what you will need to have and to do to set up a new small charity and get it registered with the Charity Commission.
The leaflets on that web-page are:
-
- Introduction & Overview;
- Outputs & Outcomes;
- Charitable Purposes/Objects;
- Governing Document
- Roles & Responsibilities of Trustees;
- A "Minute" Book;
- Bank Account;
- "Simple is Beautiful" - Managing Charity Accounts;
- Programme Planning;
- Policies & Procedures;
- Registering with the Charity Commission.
- Preparing the Trustees Annual Report & Account;
Not a leaflet - just a bit of fun !
A downloadable Quiz Scoreboard {in open-source MS-Excel}
If your charity runs quizzes, whether as social events or fundraisers (or both) this might be of interest