If you’re a charity, social enterprise, academy school or other non-profit, you can join CFG as an organisation, with membership benefits extending to as many individuals as you want, whether they’re staff, trustees or volunteers involved with your charity.
Becoming a member is an effective way of engaging with current policy and debate about charity finance, meeting other finance professionals in your area, and accessing conferences and training to support your personal and professional development.
Download the CFG membership brochure
The key member benefits for charities are listed below – visit our Join Us page to become a member today.
ATTEND CFG EVENTS & TRAINING
SAVE MONEY ON TRAINING AND RECRUITMENT
Our extensive programme of events provides members with the opportunity to expand their knowledge, explore issues and stay abreast of topical issues. Not only that, as a member your non-profit benefits from reduced rates for all events, conferences and training courses, helping to reduce your spend on development and training.
We have unrivalled access to a wide range of expert speakers through our corporate members, as well as many high-profile charity professionals, bringing a wealth of experience and practical knowledge.
“The courses and support available are a real lifeline. They’re also a fantastic opportunity to network, share experiences, and learn from others.” Francesca Mahoney, Wild Survivors
CFG conferences form the basis of our events programme, with the popular Annual Conference bringing together leaders of the UK charity sector in the must-attend charity finance event of the year. Other conferences include Risk, IT, Northern, Investment, Tax, Midlands and South West & Wales.
Our training days and seminars cover a variety of topics including: the fundamentals of charity finance, charities and trading, investment, performance reporting, SORP, and many more.
We hold 14 free Members' Meetings a year in England & Wales, which offer a great way to make connections and learn from peers. These cover issues from VAT, tax, investment, risk and IT through to legal matters and HR.
BECOME PART OF OUR COMMUNITY
If there are two words that finance professionals like to hear, they are ‘save money’! Become a member of CFG and reduce your charity’s spend on skills development and training. We offer our members a range of early-bird and discounted rates on ticket prices for all CFG events, training courses and conferences.
We know that recruitment costs can be expensive, so we have developed an exciting partnership with Third Sector Jobs to help you save money when you’re looking to take on new staff. Our members enjoy hugely discounted rates on advertising charity finance jobs on our Third Sector Jobs Board – saving up to £1,535 or 72% - on the usual rate card, allowing you to reclaim the cost of your membership in just one job ad.
Not only will you save money, you can also be sure that your ads will be seen by the best candidates. Our weekly jobs bulletin goes out to 2,200 people with impressive open rates of 26%; and the Third Sector Jobs board is currently viewed by 110,000 users each month.
In addition, finance-related trustee, treasurer and volunteer roles can also be advertised completely free of charge, saving a further £495.
ACCESS EXPERT KNOWLEDGE AND RESOURCES
Join CFG and become part of the country’s largest community of finance professionals in the charity sector. This is one aspect of membership that many people value the most as it gives them regular opportunities to share experiences and learn from others in similar positions.
Our network of corporate members completes our wider community, enabling you to engage with a variety of companies who provide services to charities in a non-sales environment. Our meetings and events allow you to build corporate contacts and better supplier relationships.
Members in England and Wales can attend a programme of regular free Member's Meetings covering topics including VAT, tax, investment, leadership, IT and law. We allow plenty of time for networking during a lunch or drinks reception.
Our Special Interest Groups (SIGs) are designed for members with an interest in specialist areas, including community accounting, grantmaking organisations, overseas charities and large charities, to meet at dedicated events and discuss the issues they’re facing with peers.
You’ll find a range of other ways to be part of our community, including a members’ only LinkedIn group and our online find-a-member service to link you up with other members.
We work hard to provide our charity members with a range of resources that come from industry professionals, helping to ensure their knowledge is up-to-date. Our members-only online document library contains over 400 documents from leading sector experts on current and emerging issues relating to accounting, reporting, financial control, risk management, tax, management and leadership, governance and much more.
As a member you will also receive Finance Focus, our monthly magazine with expert briefings, sector news and features on topical issues.
"Getting Finance Focus magazine regularly reassures me that there is a round-up of current issues in the sector coming to me. The website is also a really useful first stop to search for quality information." Damaris McDonald, Director of Finance and Operations, Spitalfields Music
Copies of the CFG Annual Handbook are sent to members each year. This is a useful reference guide containing think pieces on key issues and practical resources. Members also receive copies of Charity Times Magazine.
HAVE YOUR SAY
Members have exclusive access to our helplines, staffed by our corporate members on their given area of expertise. The helplines give our charity members unique access to expert insight and advice, offering free initial guidance on the following topics:
Accounting and Tax
- Run by leading charity accountants Crowe, this helpline provides free initial guidance to CFG members on accounting and tax issues such as accounting and auditing standards and best practice, tax and VAT and strategy. CFG members please log in to view
Managing Financial Difficulties
CFG, in partnership with NCVO and insolvency experts MHA MacIntyre Hudson, provides free, specialist support for voluntary and community organisations in financial crisis. Open to all
Provider: MHA MacIntyre Hudson
Areas they can help members: Mounting debts; Less cash flow; Rising income gaps; Worries that you cannot keep doing more with less.
MHA MacIntyre Hudson – Chris Harris
Tel: 020 7429 0500
Legal general advice
Russell-Cooke's team of legal experts provide assistance on general legal queries. These may include entering a joint project with another charity, or ensuring you are compliant with the Data Protection Act. CFG members please log in to view
Legal HR and Employment advice
charity and employment law experts Hempsons Solicitors offer free initial guidance on your HR and employment questions. CFG members please log in to view
Specialist charity pensions advisors Spence & Partners are contactable by email for your pensions queries. They can assist members with: multi-employer pension scheme queries; local government and public sector queries; Defined Benefit pension queries; how to manage pension debts; group personal pension (GPP) queries; automatic enrolment pensions communication and education; where to look for a pension provider; salary sacrifice; governance and trustee requirements
Email: CFG members please log in to view
Provider: Charity Property Help
Charity Property Help is a pro bono initiative run by Royal Institution of Chartered Surveyors, CFG and NCVO. Call for free initial guidance to your property queries related to disputes with builders, planning issues, repair disputes and more. Open to all
Areas they can help members: Disputes with builders; Repair disputes; Landlord and tenant disputes; Project management; Dilapidations; planning issues; Property maintenance; and Property strategy.
Tel: 024 7686 8555
Provider: Ethical Property Foundation – CFG member
The UK’s property advice charity for the voluntary sector – sole referral partner to the Charity Commission since 2015 for land & property advice. Support for CFG members includes free tailored property advice & online guidance. Plus affordable consultancy: property health checks for finance directors prioritise spending; property strategies & practical training for trustees and staff.
Contact: Ethical Property Foundation 70 Cowcross Street London EC1M 6EJ
Tel: 01923 378603 Email: firstname.lastname@example.org
Recruitment in COVID-19
Provider: Goodman Masson
The team at Goodman Masson will be able to provide support/advice to members looking to speak to someone about recruitment-related queries, and can help more specifically with:
Advice on recruiting in the current climate – how best to do it, and how to adapt your recruitment process to the ‘new normal’.
Remote interviewing and remote on-boarding – case studies of what has and hasn’t worked in our network, successes and wins, advice on how best to tackle this.
Workforce planning whilst in lockdown – how to manage resignations, leavers, and remote handovers whilst ensuring the best start for your incoming hire.
General advice on the recruitment market, and what you need to bear in mind as a hirer – advice and market knowledge on how candidates feel about looking for/accepting a new role given the current uncertain climate, and how best to attract talent within the uncertainty.
A CFG-run helpline which is also open to non-members, providing free support for charities which need help with treasury or cash management issues.
Provider: Charity Finance Group
The Treasury helpline provides free support for charities which need help with treasury or cash management issues. Many charities are reducing the resources available to them by not managing their cash properly or getting the most out of foreign exchange transactions. However, most charities lack the capacity to have a dedicated treasury or cash management function in their own charity.
This helpline enables knowledge-sharing between charities that have experienced treasurers and those without capacity.
Opening hours: 9:30am – 5:00pm, Monday – Friday (excluding bank and public holidays)
EXCLUSIVE JOBS BOARD
CFG's policy team is engaged with government, regulators and think tanks, challenging existing regulation and policy that is unhelpful to the sector and responding to consultations on emerging policy.
We are dedicated to keeping our members informed of legislative change and policy initiatives as they arise and to helping charities access a range of support resources on key issues like pensions and economic briefings.
Our members also have the opportunity to contribute to policy consultations and respond to surveys to ensure that your voices are heard on the issues that matter.
You will be invited to take part in our members-only forums, which include a Banking Forum, Pensions Forum and a Technical Accounting Forum. These provide a great way for members to discuss key issues in relation to the topic, and also help us to understand any problems and challenges facing our members - we can then represent these views to government and policy makers.
Whether you’re looking to find a new role within the charity finance sector, or are recruiting to fill a role at your organisation, our partnership with Third Sector gives CFG members a head start.
We know that career progression is important to our members, and our partnership with Third Sector Jobs gives you access to the latest charity finance roles on the Third Sector Jobs Board.
If you’re a member you will also be sent our exclusive weekly email roundup of charity finance jobs so that you never miss out on the latest opportunities being advertised within some of the UK’s most inspiring charities.
For those who are looking to recruit, our partnership offers a platform to advertise your charity finance vacancies on Third Sector Jobs, with CFG members benefitting from a huge saving of up to £1,500 on recruitment costs.
We offer flexible pricing for new CFG members, which is based on your organisation’s income and location. The membership fee is pro-rata, so you only pay from the month you join, giving your organisation membership until March 2021. The membership fees for new members joining in August 2020 are: