Finance for Fundraisers

Charity finance policy

Monday 11 July 2022

This online training course will enable fundraisers to feel more confident when reading accounts and reporting financial elements which are critical to their roles. Attendees will leave with an understanding of the key principles of financial reporting for a charity, how to analyse and use charity accounts, and knowledge of tax and VAT areas that will impact them.

This training covers:

  • Principles of fund accounting
  • Statutory requirements when reporting finances
  • How to explain and communicate accounts effectively
  • Using cost theory and management accounts to forecast effectively
  • VAT and tax specific to fundraising projects

Who should come along to this event?

Fundraisers, funders and finance professionals who work with fundraising teams.

How to book

Please note any payments for events bookings are required to be made online. Book below - if you have any issues contact

About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with five hours of CPD. For more details contact your association or email



Welcome and Introduction


Reports and accounts

This session will give you an overview of the statutory reporting requirements for charities and will highlight important areas including the different types of charity funds, how to recognise restricted and unrestricted income and your legal obligations for reporting on a charity’s fundraising activities and the related income raised.


Refreshment Break


Understanding management accounts

Learn what management accounts are, how they are used, and how to present them.

Get guidance on different approaches to allocating costs and how to identify the full cost of activities to help you plan effectively and maximise income.




VAT and Tax

VAT and tax can be managed to enhance your income. This session will outline the three key areas to consider:


Hear what trading activities are taxable and the rules that apply to fundraising activities when trading such as commercial sponsorship; cause related marketing (use of name and logo, charity of the year) and planning fund-raising events.

Gift Aid

Learn what can be gift aided and ensure you are meeting regulatory requirements around declaration wording and record keeping. Understand Gift Aid rules relating to benefits; membership and patron schemes and fund-raising events.


VAT rules can be complex and difficult to navigate. This overview will focus on the key points fundraisers need to be aware of in relation to VAT. By the end of this section you will know where to apply zero rated reliefs, and when a donation is a true donation, along with how to apply VAT to :

-       Membership and patron schemes

-       Challenge events

-       Auctions


Final questions and close

Charities - Members£95.00
Charities - Non-members£116.00
Individual - Members£95.00
Individual - Non-members£116.00

In partnership with