Category: Money Handling
Posts all about money handling – charity finance administration, advice, risk management, oversight.
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Quaker A-Z: D is for Delve
In this Quaker A–Z blog, D is for Delve, bringing together a curated selection of previous A–Z posts linked to the letter D. This reflective round-up explores key themes relevant to Quaker charities, including governance, administration and values-led decision-making. By delving into these connected ideas, this post offers practical insights to support trustees, clerks and
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Quaker A-Z: B is for Basic Credit Control
Micro-Learning: Basic Credit Control for Charities Keeping on top of payments, strengthening your cash flow, and reducing the risk of bad debt. Good credit control is one of the simplest ways a charity can improve its financial stability, yet it’s often overlooked. Whether you hire out rooms, run events, or provide services that require invoicing,
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Quaker A-Z: A is for Accountability & Authority
Accountability Counts Both Ways I find many people find these two words hard to deal with, especially Authority, ‘Quakers don’t deal well with authority’, ‘I don’t like authority’, or ‘I don’t want authority’ I get told. When I ask about Accountability – they often tell me they don’t like that for them. However they often
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Quaker A-Z: X is for X-ray
X-rays look through to the supporting structures An X-ray gives transparency and vision that cuts through and sees what is important in an organisation. The end of the year is always a good time to take stock – to review what you’ve successfully completed, where things didn’t develop or complete as expected, or perhaps what
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Quaker A-Z: R is for Reduction & Rest
Reducing Reports One of the things I hear from clients is the wish that there were fewer things to do, fewer reports to read, fewer risks to worry about and mitigate against… I’ve hopefully given you some ideas on how to simplify and streamline your priorities as you manage your charity – while still ensuring
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Quaker A-Z: Payroll Promulgation
Payroll – Paying people perpetually perplexes people… Some of the common questions we are asked: Who needs to be paid? What to pay people? Where to pay and store records? When to pay people? Why pay people? How to pay people? and a few more… Who needs to be paid? Charities have volunteers – many
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Quaker A-Z: N is for Numbers
Flipchart from Alison Gray’s presentation. Or Finances – for those who don’t like numbers! Spreadsheets can be complicated and off putting. Trying to explain who spends what, and why it’s important that we know who spends what and when they spend it can be tricky to get across. ‘We don’t need a budget‘ is something
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Quaker A-Z: L is for Legal Obligations
Coulda, Shoulda, Maybe list MBS is often asked to review policies for clients, and as part of that someone will say, ‘make sure we have what we need‘ or similar. Sadly, the Charity Commission doesn’t supply a simple or straightforward list of policies and procedures that you need to legally have. Instead, they expect you
