Managing money

This section is concerned with information and guidance on all those matters that trustees need to consider when managing money. These may include:

  • Financial planning and systems
  • Accounting and reporting
  • Legal issues
  • Tax
  • Investments
  • Reserves

WCVA Information sheets:
8.1 Setting up a financial system
8.2 Setting a budget
8.3 Full cost recovery
8.4 Monitoring expenditure and budget
8.5 Financial controls
8.6 Annual accounts and audit
8.7 VAT
8.8 Payroll
8.9 Reserves
8.10 Pensions
8.11 Avoiding fraud

Guidance:
WCVA Network article - VAT introduction
WCVA Network article - Charities and Trading