Introduction to Small Charity Finance
Finance doesn’t have to be a mystery. In fact, we have just three jobs:
- Getting on top of the recording so that we know what the numbers are
- Getting on top of the reporting so that we know what the numbers mean, and
- Getting on top of the financial decision making to lead with financial confidence
In the materials below, we introduce the finance cycle and how to record and report financial information for purposeful, resilient financial decision making.
What we cover
- The finance cycle and the tools that we need to know what the numbers are
- The finance pack so that we can understand what the numbers mean
- The finance plan and how to use the numbers to decide what to do
Learning Outcomes
- Understand the core financial tasks for small charities and how to get on top of and stay on top of the recording, reporting, and decision-making
- Recognise what “good” financial management looks like for a small charity
- Identify actionable steps to improve financial resilience
