JOHN PRICE

ACCOUNTING SERVICES FOR THE VOLUNTARY SECTOR

 

 

 

RESOURCES

 

 

 

 

Qualifications:

 

Fellow of the Institute of Chartered Accountants in England and Wales

Diploma in Charity Accounting

Fellow of Association of Charity Independent Examiners

Member of:

 ICAEW Charities and Voluntary Sector Special Interest Group

Charity Practitioners' Forum

Social Enterprise UK

 

 

JP FACTSHEETS

 

I have produced a series of factsheets designed to provide trustees with an overview of the often complex regulatory and taxation framework in which charities operate. They concentrate on areas where different pieces of legislation overlap creating potential for difficulty. I hope you find them of assistance.

 

1. Charity Start-up check list

 

2. Public Benefit

 

3. Forms of legal entity

 

4. Governance checklist

 

5. Being a Trustee

 

6.  Appointment of Trustees

 

7. Conflicts of Interest and Connected Parties

 

8. Risk

 

9. VAT

 

10. Employment and self-employment

 

 

 

 

100 VALUABLE WEBSITES

 

 

Small charities are required  to comply with a regulatory framework  often designed for much larger organisations and therefore struggle to find the necessary time and expertise to keep up with the increasing burden. For this reason, there is a paramount need to make the best possible use of freely available resources.

 

This page sets out 100 sites which will prove of value to anyone running a small charity. They provide a mixture of free advice from government and industry sources and good value commercial sites. While I  hope they prove of use, I cannot, of course, be held responsible for their contents.

 

The symbol # means that a free electronic newsletter is available.

 

1-9  Third Sector - Professional and Regulatory  Bodies

 

Charity Finance Directors Group - for third sector finance professionals

Association of Charity Independent Examiners (ACIE) Association for approved examiners of charity accounts

Association of Chief Executives of Voluntary Organisation - support network for leaders in the third sector,

Charity Commission more than a regulator, an excellent provider of advice and information # 

The Big Society news from the cabinet office

National Association of Voluntary and Community Action  the national voice of local third sector infrastructure in England

National Council for Voluntary Organisations - giving voice and support to civil society

Charities Aid Foundation - a charity for charities

The Association for Research in the Voluntary and Community Sector

 

10 - 17   Finance

 

CCLA - COIF - investment accounts for surplus cash

Unity Trust - specialist bank for charities

HM Revenue and Customs valuable resource for taxation issues

Sayer Vincent - specialist charity auditors # 

Finance Hub - hints on funding and finance # 

Charity Business - outsourcing company

Case Insurance - insurance brokers for charities

Charity Practitioners' Forum - for Charity Accountants in practice

 

18 - 24   IT

 

Citnexus - software deals for charities

123 Reg - domain registrations and web hosting

Webworx - website creators

Paxton Charities Accounting - general ledger system

CTX - Portal through which companies can donate their technology to UK charities

TeamViewer - remote access solution

Ethical IT - IT support for charities

 

25 - 34   Free software

 

Open Office - free Office suite - compatible with and comparable to Microsoft

AVG - antivirus, free for personal use, good rates for charities

IRfanview - free imaging software

Salesforce - web-based customer relationship management system  - free licences for charities

Copernic - desktop search, never lose a file

AVG online backup - up to 2gb free

Ccleaaner - tidy up your system

995 - pdf creator

Gantt Project - project planning

ZamZar - free file conversion

 

 

35 - 42  Employment

 

Government advice - common employment issues addressed

Personnel Consultants - specialist charity employment advice

PSC Payroll Services - payroll outsourcing service

Job Evaluation - NJC job evaluation system - widely used in the third sector

Job Centre - advertise jobs for free; wide reach

RoSPA - health and safety advice #

JobAId - free charities job site

 

43 - 46   Publications

 

Third Sector - widely read weekly #  

Charity Times - authoritative monthly #

Charity Society - wide range of news and information

DSC - books and journals # 

 

47 - 51  Third Sector Governance

 

Governance and leadership - authoritative standards for governance

Governance pages - advice for trustees

REACH - volunteer search service

Trustee Network  - especially for trustees # 

The Honorary Treasurer’s Forum

 

52 - 56  Training

 

DSC - very wide range of third sector courses and conferences

MANGO - finance specialists

The Centre - management and other skills - discounts for charities

Skills Third Sector - assists with skill development

 

57 - 74 Fundraising

 

Business solutions - fundraising Services, Information and a Community of Support

Institute of Fundraisers

Fundraising Standards Board

Funding Central - provides free access to thousands of funding opportunities

MissionFish - ebay for charities

Charity Choice - provides free website donation service

Remember a Charity - Legacies - a possible source of income

Intelligent Giving - links charities to altruists

New Philanthropy Capital - possible funding source

UK Fundraising - networking site

Raising Funding - general information 

Charites Trust - payroll giving and corporate donation management agency

Every Click - search engine that pays you

How 2 Fundraise - resource for volunteer fundraisers

Invisible Grantmakers - A publication giving details of otherwise unknown trusts

Association of Charitable Foundations - Links to ACF Member Trusts and Foundations

Charities Direct - information on grantmakers

 

 

   75 - 79  Legal

 

Law works - pro bono solicitors

Bar Pro Bono - pro bono barristers

Russell Cooke - large firm with a strong specialist charity arm # 

Charity Law Association - industry body

Russell-Cooke Voluntary Sector Legal handbook - excellent resource for legal information

 

 

 

80 - 88  Regional Voluntary Sector Networks

 

89 - 100  Other

 

Virgin Trains Charity Line - prime time journeys at off-peak rates

Charities Evaluation Services - quality and monitoring & evaluation software

Charity Graphics - charity specialist designers and printers

Charity Awards - valuble for profile-building

Voluntary resources - information for voluntary and community organisations # 

Know how - nonprofit - wealth of information

Media Trust - brings together the media industry and charities.

Small Charities Coalition - helps small charities access skills, experience and resources

Foundation for Social Improvement - delivers free expert knowledge, strategy and support to help small NGOs secure their futures.

Equality Britain - Promoting opportunities to people from all sections of the community

British Charities - UK guide

 

 

   John Price, 1b Oxford Street, Cheltenham, GL52 6DT, UK - 01242 262556 - jp@johnprice.org.uk