Charity Finance Essentials
Charity Finance Essentials Pack
This pack helps charities take control of their finances with confidence, starting with the basics. It brings together practical knowledge and guides designed specifically for the non-profit world.
It’s built for charity founders, trustees, and teams who want to manage money well, even if finance isn’t their background.
What’s included:
A simple, step-by-step guide. If you’re not sure where to start, this will give you the information you need.
Finance Pack Intro
The Three Essential Statements
Budget and Cashflow Forecasts
Financial Controls Checklist
Charity Finance Do’s and Don’ts
Charity Finance Red Flags
Together, these tools and templates make it easier to understand your charity’s financial picture, make informed decisions, and stay focused on your mission. Use them to plan ahead, stay in control, and build long-term financial confidence.
What this Pack is For
This pack is for charities that want clear, practical information to understand their finances. It’s designed to help founders, leaders, and trustees build confidence with budgeting, forecasting, and financial decision-making, so they can focus on delivering impact while keeping their organisation financially secure.
I cannot emphasise enough how transformative their involvement with our organisation has been, from strategic planning, to operations and resourcing, to business development and data insights. And, on top of all this, they’re always a pleasure to work with!
Anna Purdie | Head of Operations
Quality of Life Foundation
