Managing Your Money

NICVA

Free to NICVA Members

A guide for new and existing voluntary groups seeking to implement best money management practice.

This is a NICVA publication and is available here in pdf form, or to order by contacting Lynn Anderson at:

Lynn Anderson
029 9087 7777






Chapter One: The Application Process and Offer of Acceptance Procedures
Includes: Accessing funds, planning and budgeting, and offer of acceptance.

Chapter One (103Kb)


Chapter Two: General Accounting Procedures
Includes: Basic requirements of book keeping and general rules for maintaining books.

Chapter Two (91Kb)


Chapter Three: Budgeting
Includes: Principles of budgeting, preparing a budget and planning expediture.

Chapter Three (93Kb)


Chapter 4: Managing Finance Throughout the Year
Includes: Good financial systems, information requirements of funding bodies and planning cash flows.

Chapter Four (77Kb)


Chapter Five: VAT and Taxation Effective Giving
Includes: Value added tax, completing a VAT return and tax effective giving.

Chapter Five (128Kb)


Chapter Six: Auditing - What is it and why?
Includes: What is an audit? why have an audit, and Auditors - what to look for?

Chapter Six (74Kb)


Chapter 7: Banking - What to Look for
Includes: Reviewing banking arrangements.

Chapter Seven (139Kb)


Chapter 8: Investments
Includes: How to choose a fund manager, measuring investment performance, ethical investments.

Chapter Eight (77Kb)


Chapter 9: The Role of Trustees
Includes: Who are the trustees, and the role of trustees.

Chapter Nine (72Kb)


Chapter 10: Statement of Recommended Practice 2: 'Accounting by Charities' SORP2
Includes: Introduction to SORP2 and the annual report.

Chapter Ten (74Kb)


Chapter 11: Insurance
Includes: Types of insurance, and how to obtain insurance.

Chapter Eleven (82Kb)


The Managing Your Money Guide is due for revision.