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May 2026.

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Dear friends

We hope you are faring well in this heat. This is a quick update message to let you know about three new updates which might help with your financial planning:

Update 1. Our Free Charity Finance Health Check Tool
Update 2. How to Stop Worrying and Learn to Love Charity Finance.
Update 3. Our new finance workshop Hedgerows and Pollinators 

 

At Embrace Finance, we believe that financially resilient charities are led by financially confident leaders. We hope these help build the financial confidence of your small charity. 

With love and solidarity in these interesting times. 

The Embrace Finance Team
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Update 1. 

Our Free Charity Finance Health Check Tool


Our new online Finance Health Check helps charity leaders quickly assess the strength of their organisation’s finances across three key areas:


  1. Financial Governance
  2. Financial Management   
  3. Financial Resilience


The tool is simple, practical, and designed for both non-finance specialists working in small charities. By answering a few simple questions, you will be given a maturity rating, an indication of where to put your development efforts and signposting to some reliable sources.

Try the free Finance Health Check here 

 

Update 2. 

Our Free Guide. How to Stop Worrying and Learn to Love Small Charity Finance. 

We’ve produced a brief, practical introductory guide to charity finance, written specifically for folks in small charities. The guide covers:     


  • An outline of financial responsibilities for CEOs and trustees
  • The finance cycle and what to do when 
  • Good finance questions to ask

Whether you are new to charity leadership or simply want a clearer understanding of financial management, we hope this guide will be useful. Download from the resources section of our website here.


Update 3. 

Our new workshop on financial planning

Hedgerows and Pollinators focuses on two key challenges that we hear about often; change leadership with financial uncertainty. Held in the calming setting of St Ethelburga’s Centre for Reconciliation and Peace, London on Thursday 2 July, 2:00pm – 4:30pm. Book soon  Places are limited.                   


"Awesome session
which took the 
fear out of 
financial planning"

Getting on top of and keeping on top of the numbers in a small charity can be challenging. 

Small charity finance is technical, regulated and complicated. It can be, we are sometimes told, boring, and when the numbers don't go the right way, it can be anxiety provoking.

We understand the challenges small charities face when building financial sustainability. We explain finance in a simple, accessible way. We take the stress out of it all.