Charity Treasurer's Handbook

Elaine AlsopElaine is a chartered accountant working solely with charities and otherthird sector organisations . She advises small to medium-sized charities on awide range of finance and governance issues, including annual reporting andindependent examination. A passion for making charity finance more accessible,she particularly enjoys working closely with trustees to support them inmeeting their responsibilities.Elaine is a Fellow of the Association of Charity Independent Examiners,holds the ICAEW Diploma in Charity Accounting and has an MSc in CharityResource Management. In addition to running her accountancy practice, Elaine isthe finance manager of a local charity supporting children and a trustee for awomen’s charity.  All together providinga well-rounded insight into charity financial management. Gareth MorganGareth is Emeritus Professor of Charity Studies atSheffeld Hallam University, where for many years he led the University’s MSc inCharity Resource Management and the inter-faculty Centre for Voluntary SectorResearch.  Now based in Scotland, he alsoworked for many years as a consultant to numerous small and medium charities Heis the author or co-author of many research papers and articles and is authorof two DSC books: The Charity Treasurer’s Handbook and CharitableIncorporated Organisations. He was active for many years in Association ofCharity Independent Examiners, the Chartered Institute of Fundraising and theCharity Law Association. He served for six years each on the Charity TechnicalCommittee of the Institute of Chartered Accountants in England and Wales(ICAEW) and then on the Charity Expert Panel of the Institute of CharteredAccountants of Scotland (ICAS) and is now on the Charity Law PolicySub-Committee of the Law Society of Scotland.

Reviews of the previous sixth edition This is a very reliable book that, over the years, I have found really helpful for dipping into to answer both queries that arise in my work and queries coming in from my charity clients.'Ian Barrett FCA FCIE, Barretts Chartered Accountants and Chartered Tax Advisers'This plain-English guide will help trustees and managers navigate their way through the myriad of issues that any charity is likely to face. It will help them to make informed decisions, stay compliant and be more effective.'Simon Bostrom FCIE, Chief Accountant, West Yorkshire Community Accountancy Service CIO'Responsibility for the finances of a charity can be a daunting prospect - you need all the help you can get! This comprehensive guide navigates those challenges with clarity and authority while being easy to read. I urge you to learn from it.'Richard Bray ACA DChA, Chair, The Charity Tax Group'Serving as a trusted companion for both seasoned and new treasurers, this book provides a solid foundation of knowledge on the wide range of responsibilities and duties of a charity treasurer. ... We hope that, by offering a valuable reference tool, this handbook will inspire new volunteers to take on the office of treasurer and make a meaningful contribution to society.'Daniel Chan MBE, Chair, Institute of Chartered Accountants in England and Wales Charity CommitteeKristina Kopic FCA DChA, Head of Charity, Institute of Chartered Accountants in England and Wales [from the foreword]'The Charity Treasurer's Handbook is written in a very accessible manner, balancing the legal, regulatory and finance aspects with practical examples. Well-structured sections and chapters make it easy to find the help needed on specific subjects. It's a ready reference for new and experienced treasurers, with the updates in the sixth edition being particularly useful.'Carolyn Cordery, Adjunct Professor, Victoria University of Wellington and Chair, New Zealand Accounting Standards Board'Written in an accessible style and helpful format, this comprehensive and incredibly supportive book will be of immense value to charity treasurers and anyone who needs an introduction to charity accountancy, law and processes.'Jon Dean, Sheffield Hallam University, Chair of the Voluntary Sector Studies Network'The Charity Treasurer's Handbook provides a clear and concise account of charity finance and what charities must comply with and why. It explains all you need to consider to prepare for independent scrutiny. Recommended for charities of all sizes.'Mark Heaton FCCA FCIE DChA, Chair, Association of Charity Independent Examiners'The Charity Treasurer's Handbook is an indispensable guide for navigating the intricacies of charity finance in the UK. With clear, practical advice, it empowers treasurers, finance officers, trustees, and charity managers to make informed decisions, ensure compliance, and enhance their effectiveness in fulfilling the organisation's mission.'The Interlink Foundation'Having worked in the third sector for almost 30 years and served on several charity boards in this time, I find The Charity Treasurer's Handbook an invaluable resource for anyone who wants to better understand and get to grips with what good financial governance looks like. This handbook brilliantly takes complex concepts and makes them accessible for both the finance novice and more experienced treasurer.'Neil Mathers, Executive Director for Scotland, Samaritans'My copy of the previous version of this handbook was so dog-eared from overuse that I definitely needed a new edition! It's my first port of call to check facts, which have been updated and comprehensively revised to reflect the world in which we, charity treasurers, now live. I happily recommend this sixth edition of the book to our members and anyone else concerned with charity finances.'Nicola Silverleaf, Treasurer and Trustee, The Honorary Treasurers Forum