Finance for Fundraisers

Monday 11 February 2019

Crowe Clark Whitehill
St Bride's House
10 Salisbury Square

This 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 charity financial reporting, how to analyse and use charity accounts, important financial budgeting considerations for fundraising programmes and knowledge of tax and VAT areas that will impact them.

Topics covered will include

  • Principles of charity funds and fund accounting
  • Statutory Reports and Accounts – what fundraisers need to know
  • VAT & Tax specific to fundraising projects
  • Understanding and use of management accounts in fundraising
  • Using cost theory to forecast effectively

Who should attend?

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


Naziar Hashemi, Partner, National Head of Non Profits, Crowe

Richard Bowen, Audit Director, Crowe

10:00 - 10:15

Registration and refreshments


Annual Reports and Accounts


This session will give you an overview of the different types of charity funds including the financial implications of these and how this can be affected by fundraising. It will also look at the statutory reporting requirements for charities and will highlight important areas including your legal obligations for reporting on a charity’s fundraising activities and the related income raised.

11:35 - 11:50

Refreshment Break

11:50 - 13:15

Tax & VAT implications of fundraising


VAT & Tax rules can be complex and difficult to navigate but can be managed to enhance your income. This session will outline the three key areas to consider:

· Gift aid

· Trading

· Schemes, events and auctions


Lunch Break


Management accounts and improving forecasting

Understand 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.

15:40 - 16:00

Final questions & Close

Charities - Members£135.00
Charities - Non-members£170.00
Community Leisure UK - Members£135.00
Community Leisure UK - Non-members£170.00
All Prices Inc. VAT