Finance for Fundraisers - London

Friday, 9 Feb 2018, 10:00 - 16:00

Overview

This course will enable fundraisers to feel more confident when reading accounts and reporting financial elements which are critical to their roles. Attendees will leave with an understanding of the key principles of charity financial reporting, how to analyse and use charity accounts, important financial budgeting considerations for fundraising programmes and knowledge of tax and VAT areas that will impact them.

Topics covered will include: 

• Principles of charity funds and fund accounting 

• Statutory Reports and Accounts – what fundraisers need to know 

• VAT & Tax specific to fundraising projects 

• Understanding and use of management accounts in fundraising 

• Using cost theory to forecast effectively   

Who should attend:  

 Fundraisers, funders and finance professionals who work with fundraising teams. 

 *Please note this course is for registered charities only* 

This course is run in association with Crowe Clark Whitehill and is supported by the Institute of Fundraising.

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Programmes/Presentations

Time

Sessions

10.00-10.15

Registration and refreshments

10.15-11:35

Annual Reports and Accounts

This session will give you an overview of the different types of charity funds including the financial implications of these and how this can be affected by fundraising. It will also look at the statutory reporting requirements for charities and will highlight important areas including your legal obligations for reporting on a charity’s fundraising activities and the related income raised.

11.35-11.50

Refreshment break

11.50-13:15

Tax & VAT implications of fundraising

VAT & Tax rules can be complex and difficult to navigate but can be managed to enhance your income. This session will outline the three key areas to consider:

- Gift aid

- Trading

- Schemes, events and auctions

13.15-14.15

Lunch Break

14.15-15.40

Management accounts and improving forecasting

Understand what management accounts are, how they are used, and how to present them.

Get guidance on different approaches to allocating costs and how to identify the full cost of activities to help you plan effectively and maximise income.

15:40-16.00

Final questions & Close

Venue Details

Location

Crowe Clark Whitehill, St Bride's House 10 Salisbury Square, LONDON, EC4Y 8EH

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Bookings & Prices

Prices

  • CFG Charity Member - £128.00;
  • Non CFG Member Charity - £158.00;
  • Institute of Fundraising Member - £128.00 - please email events@cfg.org.uk to book

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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