Information Sheets

The documents below produced in collaboration with other  Welsh County Voluntary Councils and are in  Microsoft  format plus a number of them also in Adobe.

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Theme:  Getting Started

	MS Word	PDF
Governing documents
Legal Structures
Charitable status
The Management Committee
Incorporation – Company Limited by Guarantee

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Theme:  Planning

	MS Word	PDF
Strategic planning
Aids to planning
Business planning
Planning a fundraising strategy

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Theme:  Effective Management Committees

	MS Word	PDF
Recruiting Trustees
Effective agenda
Effective minutes
The roles of officers on the committee
Trustee liability

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Theme:  Accountability

	MS Word	PDF
Giving a good account of your organization
Monitoring and evaluation
The annual report
Social auditing
Running an AGM – unincorporated association
Running an AGM – company limited by guarantee

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Theme: Finance

	MS Word	PDF
Insurance
Preparing annual accounts
Accounting software

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Theme:  Funding (part one)

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Theme:  Funding (part two) Fundraising Kit

	MS Word	PDF
Introduction.
Fundraising strategy
Developing your fundraising strategy
Fundraising health check
Profiling your organisation.
Historical funding analysis worksheet
Strategic Analysis: SWOT
Basic planning tool
Where to go for help
And finally........

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Theme:  Marketing

	MS Word	PDF
Writing press release
Producing a newsletter

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