Home › Festival › Finance › Finance Guides

The following are general guides to Financial Planning and Accounting which you may find useful.

  • A Practical Guide to Financial Management for Charities and Voluntary Organisations, by Kate Sayer, published by the Directory of Social Change, ISBN 1903991293, 3rd edition (2007).Practical Guide to Financial Management

An accessible book that covers all that you need to know, as well as discussing planning cycles, and how to make decisions using your financial information. Also includes sections on VAT, tax-effective giving and managing risk. Available from the Directory of Social Change for £24.95 http://www.dsc.org.uk/Publications/Finance/@2799

financial management book

  • Charity Treasurer's Handbook, by Gareth G Morgan, published by the Directory of Social Change, ISBN 9781903991961, 2ndedition (2008).

This is an easy to approach book, that says it can be read in a couple of evenings. It covers all the principle responsibilities of a treasurer and for charity accounting and finance. Available from the Directory of Social Change for £14.95 http://www.dsc.org.uk/Publications/Finance/@2601

charity treasurers handbook

  • Practical Guide to VAT 3rd Edition, by Kate Sayer, published by the Directory of Social Change, ISBN 9781900360916, 3rd edition, (2008).

This is a simple guide that does away with jargon to explain how VAT works and how it affects not-for-profit organisations. Kate Sayer is a chartered accountant with over 20 year's experience in the sector. Available from the Directory of Social Change for £30.00 http://www.dsc.org.uk/Publications/Finance/@2561

practical guide to vat

  • An Introduction to Charity Accounting (free download)

This free document gives an overview of how charities should report their incomings and outgoings. http://www.dsc.org.uk/Publications/Finance/@40264

  • Finance Starter Pack

The Directory for Social Change provides a 'Finance Starter Pack' that costs £65. It includes 'Charity Treasurer's Handbook', 'Practical Guide to Financial Management', 'Practical Guide to VAT 3rd Edition', and 'Practical Guide to Charity Accounting' http://www.dsc.org.uk/Publications/Seriesoffers/FinanceStarterPack

  • Budget yourselves This is a free, downloadable software programme for community and voluntary groups available from funderfinder.org.uk

Budget Yourselves help voluntary and community groups write effective budgets. It provides lots of advice about the process of making a budget, things that might need to go in it, and how to work out accurate costs. Use it to link budgets and to compare actual income and expenditure with your budget figures. It does the calculating, so if you change any of the figures, your budget will still add up. http://www.funderfinder.org.uk/budgetyou.php

 

 

©Somerset County Council 2012    


The Event Planner has been produced by Tiina Taatila, Tiihee Event Management & Marketing for Somerset County Council