Charity Administration Handbook

By: Don Bawtree, Kate Kirkland
ISBN: 9781526502087

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About Charity Administration Handbook

Charity Administration Handbook provides all the information needed to set up and run a charity or non-profit organisation effectively. Written in a non-technical and accessible way, this book is an essential reference work for charity administrators and their professional advisers. Completely restructured to follow the lifecycle of a charity from start up to dissolution, this title also uses helpful signposts and cross-references throughout to make it user-friendly and easy to... Read more

About Charity Administration Handbook

Charity Administration Handbook provides all the information needed to set up and run a charity or non-profit organisation effectively. Written in a non-technical and accessible way, this book is an essential reference work for charity administrators and their professional advisers.

Completely restructured to follow the lifecycle of a charity from start up to dissolution, this title also uses helpful signposts and cross-references throughout to make it user-friendly and easy to navigate.

The comprehensive coverage includes:

Setting up a charity
Governing a charity
Managing charity regulation
Managing charity finance
Generating income
Managing charities
Managing staff and volunteers
Winding up a charity

There have been many developments in this sector which are reflected in this new edition, as follows:

· New fundraising regime has been introduced
· New Charities Act 2016 has been published
· Charities SORP has been updated (Charities SORP (FRS 102)/Charities SORP (FRS 102) Update Bulletin 1)
· New Northern Ireland regulatory regime has been implemented
· There have been audit rule changes (eg new guidance on independent examination of charity accounts and whistleblowing)
· New charity governance code has been published
· New guidance on conflicts of interest has been published
· The Common Reporting Standard is a new requirement for many charities who are investment entities to report any payments made to tax residents outside the UK, under the Automatic Exchange of Information requirements
· There is a new requirement to hold Register of People with Significant Control
· New chapters on ‘Digital Fundraising’ and ‘Brexit’
· Reworked chapter on ‘Tax effective giving’ to take account of new benefits under Gift Aid, changes to Retail Gift Aid, the Small Donations Scheme and the Cultural Gifts Scheme
· Reworked chapters on ‘Data Protection’ and ‘Employee Data Protection Rights’ in light of the GDPR
· New content on ‘Safeguarding children and adults at risk’ to reflect the updated 2017 Charity Commission guidance
· Reworked ‘Generating Income’ chapter as a result of the establishment of the new Fundraising Regulator and the Charities (Protection and Social Investment) Act 2016
· More diagrams/precedents/checklists are included

Table of Contents

Part 1: Setting up a charity
1. Setting up a charity
2. Legal structure
3. The governing document
4. Registration

Part 2: Governing a charity
5. The governing body
6. What is charity governance?
7. The roles, duties and responsibilities of charity trustees
8. Honorary officers
9. Recruitment and induction of trustees
10. Personal liability and trustee indemnity insurance
11. Holding and custodian trustees
12. Incorporation of the board of trustees
13. Lessons from corporate governance

Part 3: Managing regulation
14. Charity regulators in the UK
15. Annual returns and serious incidents
16. Brexit
17. Data protection
18. Advertising
19. Land and buildings
20. Safeguarding children and adults at risk
21. Terrorism

Part 4: Managing charity finance
22. Accounting: General requirements
23. SORP: Accruals accounts
24. Groups and joint ventures
25. Funds
26. Reserves
27. Trustees’ annual reports and reviews
28. Audit and examination
29. Internal control and audit
30. HMRC investigations
31. Corporation and other taxes
32. VAT

Part 5: Generating income
33. Generating income
34. Individual giving
35. Digital fundraising
36. Legacies
37. Fundraising events and entertainment
38. Lotteries
39. Charity shops
40. Commercial partners
41. Income from grants and contracts
42. Investment income
43. Borrowings
44. Tax-effective giving

Part 6: Managing charities
45. Setting strategy
46. Risk management
47. Insuring against risk
48. Managing charities engaged in campaigning and political activities
49. Managing grant-making charities
50. Managing charities with branches
51. Managing charities with overseas activities
52. Managing charities that conduct research
53. Managing registered providers of social housing
54. Exploiting the internet
55. IT planning
56. Local authorities

Part 7: Managing staff and volunteers
57. People management
58. Recruiting and developing staff and volunteers
59. Contract of employment
60. Working hours and holidays
61. Sickness absence and sick pay
62. Pay and benefits
63. Expenses
64. PAYE administration
65. Family-friendly legislation
66. Employee data protection rights
67. Disciplinary and grievance procedures
68. Health and safety
69. Insuring staff and volunteers
70. Whistleblowing
71. Protection from harassment
72. Termination of employment
73. Discrimination
74. Transfer of Undertakings Regulations
75. Union membership and collective rights

Part 8: Winding up a charity
76. Mergers
77. Closing down
78. Insolvency

Appendix: Useful addresses
Charity Commission publications

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