Funder Plus - Learning Resources

Running a charity is not always an easy task, so our Funders Plus volunteers 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.

Learning Resource Directory

We welcome your feedback and details about any other topics that you would find useful but may not be covered here so please get in touch.

  • 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.

    See the videos here

  • Watch the series of three videos on Charity Accounting that cover financial processes and systems you can implement for accounts compliant with Charity Commission requirements

    See the videos here

  • Watch the video to learn how to effectively manage risk, create a risk register and implement mitigation planning.

    See the video here

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The Role of Trustees

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

Video 1 - The Role of Trustees

What are the core legal duties of Trustees?

How important is the role of a Trustee?

Do you have any practical advice on responsibilities and good governance?

Video 2 - Trustee Board Effectiveness

How can Trustees work effectively as a Board?

What are the typical challenges Trustees may face?

How should Trustees respond to and manage challenges ?

Charity Accounting

In this series of three videos, one of the Funder Plus volunteers, Laurie Mutch, explains the essential steps for accounting compliance.

Part 1 - Charity Accounting

How do I prepare complaint charity accounts?

What is a Statement of Financial Accounts?

What is the chart of accounts and how do I set one up?

Part 2 - Charity Accounting

How can I ensure good practice for allocating financial transactions?

What method should I use for coding income and costs?

Part 3 - Charity Accounting

Is there an Excel model I can use to help effectively manage accounts?

How will this all help prepare a report to the Charity Commission?

Risk Management

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

Managing & Responding to Risk

How do I effectively manage risk?

What is a risk register?

How should I evaluate risks?

What is mitigation planning?

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.

Funder Plus Programme