Civil Society - Finance - Model documents

A model anti-fraud policy

Wed, 29 Aug 2012 16:42:00 GMT

Fraud, with its associated financial and reputational risk, is a key item on the agenda of organisations globally.

A checklist for company secretaries

Wed, 9 Mar 2011 11:56:00 GMT

Prepared by Kirsty Semple.

CFDG's model terms of reference – the audit committee

Wed, 9 Mar 2011 10:50:00 GMT

CFDG provides its version of terms of reference for an audit committee.

Model terms of reference – the finance committee

Wed, 9 Mar 2011 10:33:00 GMT

Model job description – internal auditor

Wed, 9 Mar 2011 10:11:00 GMT

Prepared by Cecilia Crossley.

Fundraising challenges: Go to extremes - with caution

Fri, 21 Jan 2011 13:58:00 GMT

The sector has seen an increased reliance on fundraising and charity supporters are increasingly turning to unusual or extreme activities to raise profile and bring in money. Charity insurance specialist Martyn Turner explains how to go to extremes, with caution.

Quizzing investment consultants

Mon, 25 Oct 2010 11:56:00 GMT

Paul Palmer explains how to evaluate independent investment advisers.

Academic qualifications in the voluntary sector

Thu, 23 Sep 2010 14:12:00 GMT

Knowing which qualifications to pursue, or which are relevant to a role in your organisation, can be tricky. This list from the Cass Business School provides a basic outline of 25 sector-relevant courses to help you make your choice.

Model code of conduct for charity trustees

Thu, 16 Sep 2010 15:58:00 GMT

Trustees perform a vital role in a charity, holding a great deal of responsibility. This model code of conduct, prepared by Charity Trustee Networks, will ensure both the charity and the trustee are aware of the trustee responsibilies.

A checklist for company secretaries

Thu, 16 Sep 2010 15:37:00 GMT

Suresh Lalvani has prepared this checklist for company secretaries to keep track of their core duties and perform their role effectively.

Model job description - charity honorary treasurer

Thu, 9 Sep 2010 15:25:00 GMT

This model job description lists a comprehensive list of duties you may choose to select from to bestow upon your honorary treasurer.

Model job description - charity finance director

Thu, 2 Sep 2010 15:08:00 GMT

This model job description provides guidance for the specific responsibilities relating to the role of charity finance director.

Model template for an investment policy

Mon, 1 May 2006 00:00:00 GMT

For those trustees with funds available for long term investment, agreeing an investment policy is fundamental to managing risk and making the best use of your resources.