The Honorary Treasurers Handbook

by Kate, Sayer, Judith Miller and Arlene Clapham from Sayer Vincent LLP and edited by Denise Fellows

The handbook offers essential advice, information and support for Charity Treasurers in all aspects of their role. There are many guides to charity finance but Treasurers need not only accounting knowledge but also the skill and competency to work well with others and to ensure that other trustees are enabled to fulfil their own responsibilities for finance. This handbook is particularly helpful with the ‘softer’ aspects of the role.

Published with the generous support of the Worshipful Company of Management Consultants.

Please complete the following details to download The Honorary Treasurers’ Handbook.

Update on new SORP to come into effect January 2015

The amended Statement of Required Practice (SORP) has been launched to reflect changes in the financial reporting standards.  You will need to apply a new SORP for your accounting period beginning on or after 1 January 2015. For your information, Sayer Vincent has prepared a brief summary of the changes which you will need to consider. The briefing can downloaded here.

Reclassification of charities by investment fund managers

The requirements of the Retail Distribution Review (RDR) under the Financial Conduct Authority (FCA) came into force at the start of 2013 and have had an interesting knock-on effect on charity investments. Investment management firms have reclassified charities whose portfolios they manage as ‘professional’ or ‘retail’. You may be uncertain as to how these changes affect your charity. Professor Paul Palmer Trustee of HTF and Professor of Voluntary Sector Management at Cass Business School has published an article about the impact of the changes which can be viewed on our website: http://www.honorarytreasurers.org.uk/docs/PalmerandButterworth.pdf

Or you can listen or watch an interview between our CEO Denise Fellows and Paul Palmer. Available to listen (mp3), read (pdf) or as a video presentation video presentation to watch.

Philanthropy in the
21st Century

by Lindsey Driscoll & Peter Grant (2009)

A discussion paper prepared for the Honorary Treasurers Forum which reassesses the role and functions of UK charity foundation management.

Download the full version

Articles

Getting ready for changes to charity accounting in 2015, Nigel Davies, charities SORP Secretariat- Download pdf

The Role of the Honorary Treasurer - Download pdf

Charity Finance opinion piece on Environmental Accounting - Download Word doc

Terms of reference for an Audit Committee - Download Word doc

Article on “Managing in a Downturn” from a speech by Kate Sayer - Go to site

Information on resources offered by ICAEW for Honorary Treasurers - Download pdf

Topical issues

NCVO CEO Pay Inquiry - comment from HTF. The full report can be downloaded here.

Audit Committees - Download pdf

The Role of Internal Audit - Download pdf

The views expressed in these materials are those of the authors and producers and are not necessarily those of the Honorary Treasurers Forum.