Are you involved in financial management for a small charity?

Date published: 30/01/2017

CFG’s Small Charities Programme provides practical finance training and resources for charities with an Advertincome of £1m or less across England and Wales, developing their knowledge and financial capabilities.

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The programme delivers affordable, relevant, useful financial training and free downloadable resources, aimed at supporting small charities in different locations across England and Wales.

  • A small charity is defined as a charity whose annual income is £1million or less;
  • Each half-day session costs just £20. All money raised will go into a travel bursary fund for micro charities.

The objective is to help small charities manage their finances more effectively, enabling them to deliver better services to current and future beneficiaries.

The programme will be rolled out from January 2017 and is open to all small charities across England and Wales.

Resources, practical tools and templates are free to download from the Small Charities Programme website. Training will take place in London and regional hubs and will cover five areas, in half-day sessions:

  • Budgets, management accounts and cash flow forecasting;
  • How to prepare your Annual Report;
  • Legal and financial responsibilities of employing staff;
  • Bank accounts, outsourcing, accounting principles and managing risk;
  • Gift Aid and how to claim it

How can I find out more?

  1. CFG website:

  2. CFG Small Charities Programme website:

  3. Twitter: @cfg_smlcharity

  4. Facebook:

Who’s delivering the training?
Rachel Cooper is a qualified chartered accountant and professional trainer. After qualifying, she spent 12 years in senior roles in the voluntary sector, from small charities like the British Tinnitus Association, to large charities such as the Institute of Cancer Research. As well as finance, her skills include strategic planning, risk management, HR and data protection.

After taking a career break to raise her young family, Rachel spent three years teaching at Southampton Solent University, worked as finance manager for the Third Sector Research Centre. More recently, she has brought her finance and training skills back to the voluntary sector, setting up her own consultancy, Welbeck to provide accountancy services and training for charities.

Training modules:

  • How to repare your annual report;
  • Gift Aid and how to claim it.

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