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

 

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

Budgets & Cash Flows

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;

 

Quiz ScoreBoard

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