Money

Community First Yorkshire Resource Sheets

• Evidencing Need and Defining Outcomes
• Fundrasing before you start – projects
• Researching Funders 
• How to write successful applications 
• Fundraising: raffles, lotteries and tombolas – this gives a precis of legal requirements for running raffles, lotteries and tombolas.

Money Management

• NCVO  Funding and Income – Find practical tips and step-by-step guides on how to find the money you need for your community group, organisation or charity.
• Cranfield Trust Forecasting in a time of uncertainty – 7 tips to help you budget: In these unprecedented times, charities have to cope with a great deal of uncertainty. What can help finance teams with their forecasts? Cranfield Trust shares 7 tips!
• Bates Wells – Crisis Decision Tool: a useful planning tool to use in a crisis
• School for Social Entrepreneurs – Recover & Rebuild: Cashflow in a crisis: a Covid-19 related 40 min Youtube video on cash flow, recovery and rebuilding.
• GOV.UK – Guidance about coronavirus related financial difficulties for charities.
• NCVO – Financial difficulty and insolvency: useful guide on what to think about if your organisation is in serious financial difficulty
• GOV.UK – Charity money, tax and accounts: this will take you to a list of contents on gov.uk for charity money, tax and accounts.
• NCVO – Fundraising, finances, and the future: four-in-one training pack: this will take you to a list of useful charged for courses
• NCVO – Preparing project budgets: 30-minute beginners guide: this link will take you to a number of videos. The first is free there’s a charge for the rest.
• CFG – The small charities guide to preventing fraud: this simple guide and checklist will help you keep your organisation safe.
• Sayer Vincent LLP – Reserves policies made simple: a clearly written guide to how your reserves policy fits in with budgeting and decision making.
• Making Tax DigitalCharity Digital – Take your first step to becoming HMRC compliant: this resource is quite technical but very useful.

Other training providers

• West Yorkshire Accounting Service (WYCAS) –  range of finance based training, templates and resources for charities
• ALSS – Sage, Business Skills, Bookkeeping, accounting
• theFSI – webinars 
• Tyro Training – computerised accounting, budgeting, finance for non-finance managers
• NCVO – training videos and resources on sustainable funding, preparing project budgets, fundraising, finances,  funding bids
• Directory of Social Change –  online training on Understanding Finance

Fundraising

• The Chartered Institute of Fundraising: Fundraising in the time of Covid-19 – This booklet offers practical suggestions on how to keep the supporter experience at the forefront of your fundraising in the extraordinary times we all find ourselves in.
• Blackbaud Fundraising Focus: Looking Beyond Covid-19 – This e-book shares a collection of advice and key insights from fundraising experts on what they believe should be a key priority for organisations in 2021.
• Enthuse – Christmas Donor Trends for Charities
• Blackbaud – End-of-Year Fundraising Toolkit 2020
• Charity Digital – Is Community Fundraising the future of charity fundraising?
• Charities Aid Foundation – How to write a great grant application
• Charities Aid Foundation – charity fundraising tips, advice and resources
• Blackbaud – The status of UK Fundraising 2020 Report  
• Reason Digital – Digital fundraising in a hurry during the Coronavirus crisis
• Charity Fundraising Ltd – Free fundraising consultation for UK Charities affected by Coronavirus
• Fundraising Regulator – Code of Fundraising Practice
• Fundraising Regulator – Resource library 
• NCVO – Local and community fundraising
• Institute of Fundraising – Fundraising Essentials
• NCVO – Write a winning funding bid
• NCVO – funding and income resources
• Charity Digital – Want to drive more donations? Get to know your audience
• nfpSynergy – Gimme, Gimme, Gimme! A guide to fundraising for small organisations
• NCVO – How to fundraise in tough times
• Institute of Fundraising – Connecting people to causes
• theFSI – Fundraising Conference Top Tips Series
• Edge Fund – help with fundraising

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