Produced by the Charity Finance editorial and research team it includes updates, advice and trends on accounting and audit, VAT and taxation, investment strategy, responsible investment and finance, risk, funding, performance and governance, law and regulation, HR and pensions, IT and property.
Take a look inside the 2023 Yearbook
Highlights include:
- Economic overview - Patrick Trueman assesses the big picture for the economy heading into 2023
- Audit cycle - Richard Weaver gives advice on how to prepare for the audit process
- VAT update - Graham Elliott reviews VAT developments affecting charities over the last 12 months
- Investment policy review - Tatyana Mursalimov explores what the current environment means for trustees reviewing their investment policies
- ESG and impact - With ESG reporting in its infancy, many investors take ESG scores at face value, and risk missing what really matters, states Toby Ross
- Reserves policies - In the light of the heightened focus on reserves and resilience, Jonathan Orchard presents some tips on how to approach a reserves policy
- Benchmarking governance - Helen Michaels makes the case for better charity sector benchmarking to support governance and summarises the aggregated findings from more than 90 governance reviews
- Foundation Practice Rating - Danielle Walker Palmour offers an update and reflections on the Foundation Practice Rating as it moves into its second year
- Charities Act 2022 - Shivaji Shiva highlights what has already been implemented, and the changes still to come
- Employment law update - Carla Whalen reviews recent developments in employment law affecting charities
- Digital trends - Zoe Amar advises on how to make your digital transformation sustainable
- Property overview - Antonia Swinson takes a look at bricks and mortar realities for 2023
- Model job descriptions:
- Charity finance director
- Charity honorary treasurer
- Charity management accountant
- Internal auditor
- Model terms of reference:
- The finance committee
- The audit committee
- The investment committee
- How to write an investment policy
- Code of conduct for trustees
- IT and communications systems policy
- Retention of accounting and organisational records
- Academic qualifications in the voluntary sector