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Free finance checklist for larger charities
19 Apr 2021by Former Member
This free digital resource from the Sage Foundation can help larger charities to build a financially sustainable future
This resource was created by Sage Foundation, in collaboration with Charity Digital and Solid Base Non-Profit support as part of the Organisational Financial Literacy project.
Recent events have led to widespread change and an ongoing process of digitisation within the UK charity sector.
Many aspects of charity work have been transformed, such as remote working, digital fundraising and online service delivery. Now that charities have had these procedures in place for some time, it is a good opportunity to evaluate the efficacy of your digital processes.
It is important that this evaluation extends to finance. Many charities have neglected finance management in favour of other priorities.
Follow-up questions for CAI
How can charities improve financial transparency to attract more funders?What steps enhance organisational financial literacy in larger charities?How does digital fundraising impact charity finance management?Which tools assess maturity levels of charity financial processes?How can charities balance increased service demand with reduced funding?But in a post-pandemic world, charities will face additional challenges. The key challenge will be balancing increased demand for services with a downturn in funding. Improved finance management can help charities to do just this.
By providing transparency, and showing funders how money is spent (and that it is used effectively) charities will be able to provide accountability to their stakeholders. This will make them a more attractive prospect for potential funders.
This checklist includes a quick assessment tool outlining all the information a charity will need to judge the levels of maturity of their financial processes.
It also includes essential steps to achieving the high levels of Organisational Financial Literacy that will enable charities to build a financially sustainable future.
Download the checklist
Download this free digital resource to learn more
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