Reserves - the funds a charity keeps in reserve - can strengthen a charity’s resilience against, for example, drops in income or the demands of a new project. Find out what charity reserves are and how to develop and report on a charity's reserves policy.
Guidance | ICSA
This guidance provides a model role description for a charity secretary of the board that a charity of any size can adapt for their own organisation’s needs.
Guidance | Kirsty Semple
Tool | Dr Oonagh Murphy (Arts & Business Northern Ireland)
Website | The Charity Commission for Northern Ireland
This resource is aimed at supporting charities to ensure the proper procedures and policies are in place to manage the charity’s resources effectively and, where appropriate, to make changes to their charity. Published: 2014.
Guidance | Developing Governance Group
This governance health check is a self-assessment tool which has also been devised by the Developing Governance Group as a practical resource to assist committees/boards to work towards adhering to the principles of the Code of Good Governance by the same author. It should help committees/boards of any size to demonstrate their good governance practices to their stakeholders, beneficiaries and funders alike. Published: 29 January 2016.
Website | Heritage Lottery Fund
The Resilient Heritage Strength Checker is a diagnostic tool designed for voluntary and community sector organisations and social enterprises based in the UK that either have, or are looking to take on, responsibility for heritage. Published: 2016.
Guidance | The Charity Commission
The Charity Commission has designed these 15 questions to help charity trustees carry out a review of the charity's plans and decide what they need to focus on. Published: March 2017.
Blog post | Lynne Gilbert
Guidance | AIM