Tag: Charity Admin
Posts exploring Charity Admin, explaining what it is, giving advice and good practice. Tips & practical ideas to take away.
-
Meet an MBS client – Dalip
Meet Dalip – Treasurer of a Small Charity Dalip agreed to become treasurer of a small community charity. The previous treasurer had done their best, but records were spread across spreadsheets, emails and paper folders. Each time the committee asked for an update, Dalip had to spend hours pulling information together. He also worried about
-
Meet an MBS client – Helen
Meet Helen – Chair of a Small Charity Helen recently became the clerk of a local charity. The organisation does wonderful work in the community, but the administration has grown complicated over the years. Documents are scattered across different email accounts. Policies exist somewhere – but no one is quite sure where. Preparing for meetings
-
2026 A-Z: Advice & Training Montage Series
A Treasure Chest of Tools, Tips & Guidance for Charities As we step into 2026, we’re excited to launch a refreshed and expanded version of our much-loved A–Z series – now combined with over a decade of MBS training content. This new A–Z & Training Montage Series is designed as a powerful, all-in-one resource to
-
AdventWord 2024: Refine
How Small Adjustments Can Make a Big Impact Photo by Carl Heyerdahl on Unsplash In 2025, MBS is turning its attention to communication, community and collaboration. In addition to our bi-weekly A-Z series, we are hosting FREE quarterly training workshops. Today’s AdventWord is REFINE and I would like to explore refining your communications strategy. You might
-
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
-
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
-
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
-
Quaker A-Z: K is for Knitting
Photo by Stephane Gagnon on Unsplash Avoiding dropped stitches Annual reports are often a cobbling together of bits from various people, groups or committees, with a bit at the front from the clerk or chair and then at the end from the treasurer or trustee with financial responsibility…. Even listing out all the people involved
-
Quaker A-Z: I is for Information
Information and information overload One difficulty for many new trustees – or even experienced ones – is information overload. There is just so much to be known, and there is the fear that you’ve not learned something important, or have learned something that isn’t correct or doesn’t apply to your charity. Photo by Giulia May
