Digital fundraising has become the primary fundraising tool for many charities in the last 18 months. Are you making the most of online opportunities and do you know which digital fundraising platforms are best for your charity?

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Every charity trustee must fulfil certain duties. As we endeavour to return to some kind of normality, this is the ideal time to reflect on the key duties of every trustee.

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Sustainable investing today is more complex than ever before. Building a diversified sustainable investment portfolio may involve many considerations but it makes sound financial sense.

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Ellie’s Haven is one of our 400 charity clients. Established by husband and wife Nigel and Julie Libby, Ellie’s Haven provides holidays to families caring for children with long term and life limiting medical conditions and disabilities. We are very proud to have worked with them since 2008.

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In recent months, our Charity and Not for Profit team has advised growing numbers of clients on incorporating a charity. More of our charity clients here in the South West and beyond are looking at changing their structure and becoming a Charitable incorporated organisation (CIO). And many new charities are now choosing to set up as a CIO from the start.

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While many large charities are already harnessing the power of digital technology to hone their fundraising activities, smaller charities should not have to miss out on the potential benefits. Cloud-based software could help our not-for-profit clients better target their fundraising efforts while also providing protection against the increasing scrutiny they face.

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Financial benchmarking can help charities assess how they are performing and identify opportunities to become more efficient or grow.

Everyone knows what a huge impact Covid has had on businesses across the UK.  But the impact on the charities’ finances is less well understood, even by some of those in the sector.  Right across our client base, charities are reporting increased costs and reduced income. We all hope that this will reverse soon, but, in the meantime, this is the ideal time for charities to look at their finances in greater depth.

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In an unexpected but welcome move, the Autumn Budget announced the extension of the current deadline for the payment of CGT liabilities and submission of the accompanying CGT return from 30 days to 60 days for all property disposals that complete on or after 27 October 2021.

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Today was the first time the current Chancellor has had a chance to consider delivering a Budget Statement without national restrictions being in place. Although the impacts of Covid are still being felt there are clear signs of an economic bounce back, and with the forecast revenues ahead of when he gave his last Budget in March 2021 this has given the Chancellor the opportunity to be more optimistic. 

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Regular management accounts should be a key component of your business to help you get to where you want to be. But what should they include and how often should you do them? 

There is no legal requirement to do regular management accounts and they can include whatever you want. It’s about deciding what’s specific to your business so you should focus on whatever is most relevant to you.

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