Knowledge Resources

Running a charity or a community group is not always an easy task, so our Funders Plus volunteers and Voluntary Action Surrey East, have created a set of learning resources and video guides that cover some of the essential topics that you should know about charity governance. Having worked in the charitable sector for many years, the Funder Plus volunteers aim to share their knowledge, experience and best practice to help you unpick some of the more complex issues you may face in managing your charity.

Use the directory below to navigate by topic. We welcome your feedback about any other topics that you would find useful but may not be covered here so please get in touch and give your feedback.

  • Watch the videos on trustee responsibilities, including core legal duties, the importance and role of charity trustees, good governance and how trustees can work together effectively as a board.

    Find the resources here

  • These resources will help to support the development and implementation of effective safeguarding policies and procedures. A clear and up-to-date safeguarding framework is an essential component of any grant application.

    Find the resources here

  • Ensure your financial processes and systems are in place to comply with Charity Commission requirements.

    Find the resources here

  • Learn how to effectively manage risk, create a risk register and implement mitigation planning.

    Find the resources here

  • Get some practical guidance into the key components of a business plan using a top down approach. Understand the analysis of external drivers and techniques to aid the planning process.

    Find the resources here

The Role of Trustees

Document Guides

Video Guides

In this series of two videos, one of the Funder Plus volunteers, explains board responsibilities and building Trustee effectiveness.

The core legal duties of Trustees, the importance of the role and practical advice on good governance.

How Trustees can work effectively as a Board, typical challenges and how Trustees should respond.

Safeguarding Policies and Procedures

Document Guides

Video Guides

The Safeguarding Policies resources were developed for Community Foundation for Surrey and Surrey Cultural Partnership by Voluntary Action South East with funding from The National Lottery Heritage Fund. Thanks to National Lottery players we have been able to develop this resource.

In this series of two videos, Voluntary Action Surrey East offers guidance on developing and implementing this important policy. All those applying for funding from the Community Foundation for Surrey are required to have a Safeguarding Policy in place.

What ‘safeguarding’ means, why it matters and what good practice looks like.

The essentials of a safeguarding policy and how to implement a simple safeguarding procedure.

Charity Accounting

In this series of three videos, one of the Funder Plus volunteers, explains the essential steps for accounting compliance and managing accounts to help prepare for reporting to the Charity Commission.

Video Guides

Preparing compliant charity accounts, explanation of the Statement of Financial Accounts and how to set up a chart of accounts.

Ensuring good practice in allocating financial transactions and methods for coding income and costs.

Introduces an excel model to effectively manage accounts with explanation of how this helps prepare a report to the Charity Commission.

Document Guides

Risk Management

In this video, one of the Funder Plus volunteers, looks at how to manage, evaluate and mitigate risk when running a community enterprise or charity.

Effectively manage risks through a risk register, evaluating and mitigating risk.

Document Guides

Video Guides

Business Planning

In this series of two videos, one of the Funder Plus volunteers, provides general guidance on developing a business plan for charities and implementing strategic plans using a top down approach.

A top down, practical approach for charities developing a strategic business plan.

Engaging Trustees with business planning, analysing external drivers and suggested techniques to aid the planning process.

Document Guides

Video Guides

Further information

If you would like more information about becoming a Funder Plus Volunteer or would like to enquire about help for your charity please find more information here.