How can you ensure your organisation is operating robust financial systems?
Are you unsure what your organisation needs to have in place in terms of internal financial controls?
Why not come along to our finance training for charities and voluntary organisations? We provide practical advice and guidance around effective accounting record keeping and policies, including budgets and cash flow.
2 Half Days – Tuesday 2nd May 1.30pm to 4pm and Monday 8th May 10 am to 12.30pm each day.
Cost £90 which includes resources.
Venue SVE, 4 Livilands Lane, Islay House, Stirling FK8 2BG
- To offer an introduction to robust financial procedures.
- To provide practical hands on exercises that can be applied within organisations.
- To provide practical resources that can be used by your organisation
- Financial Management Policy
- Budgets and Cash Flow
- Recording Income
- Recording Expenditure
- Handling cash procedures including Petty Cash Imprest system
- Bank Reconciliation
At the end of the course you will be provided with free financial tools that can be adapted for use within your own organisation immediately. Participants must bring a laptop that has Microsoft Excel installed.
Places are limited. Please contact Lee Stevenson
to book a place or call 01786 430000 to find out more information!
Just Enterprise: An Introduction to Tendering Workshop : Stirling
The Just Enterprise programme of tendering workshops has been designed to provide practical support for enterprising third sector organisations who want to respond to public sector tender opportunities. Facilitated by procurement experts, with contribution from buyers, the workshops are offered to at no cost to those attending. This one- day workshop is aimed at third sector organisations with little or no knowledge of public sector tendering and who want to understand the principles and processes involved.
Attendees will gain an understanding of public sector procurement and the tendering process, specifically:
- Understanding the terminology
- Where to find opportunities - including an overview of Public Contracts Scotland
- Legal considerations and the rules surrounding tendering
- How to get ready to tender
- How buyers evaluate bids
- Top Tips for writing a good tender
When & Where Wednesday 10th May 2017 (9.30am to 4.00pm) – The Leny Room, John Player Building, Stirling Enterprise Park, Stirling, FK7 7RP
Cost Free of charge for members/staff of third sector organisations
How to Book Click here to complete the on-line registration form.
Places are limited and are offered on a first come, first served basis so please book early to guarantee your place.
Just Enterprise is a Scottish Government funded programme specifically designed to assist the growth of Scotland’s third sector. Visit www.justenterprise.org or telephone 0141 425 2939 for details of the full range of support available.
Follow @justenterprise for all the latest programme and event news
Expressions of Interest!
Nuts & Bolts: Fundraising - Keeping the right side of the law
Nuts & Bolts: Maximising Gift Aid
Fundraising and Gift Aid have been in the press recently. These two workshops will bring groups up to date with the changes - ensuring that groups meet legal and best practice requirements, and gain increased income through maximising tax-effective gifts.
SVE are looking for expressions of interest in both courses:
Nuts & Bolts: Fundraising – Keeping the right side of the law. Fundraising self-regulation; the Code of Fundraising Practice; Data Protection changes; opting in or out....everything is changing! This session will help you to discover what you need to know, and to do, to keep your fundraising running smoothly. Offering practical hints and tips, Susan will take you through the minefield and signpost the best way forward to keep you the right side of the law.
Nuts & Bolts: Maximising Gift Aid. Most not-for-profit groups and organisations can register with HMRC to claim Gift Aid on donations from individual taxpayers. This makes a donation of £1 worth £1.25 to your cause. This session will take you through registering, claiming and maximising income through Gift Aid; GA declarations; the Gift Aid Small Donations Scheme and the 'special situations' in which GA could be claimed like membership subscriptions, volunteer expenses....
The workshops will be delivered by Susan Robinson FInstF, an experienced fundraiser and trainer who works across the UK, developing and delivering fundraising training. She has worked on the Institute of Fundraising's Small Charities and Tax-effective Giving programmes, and was involved in developing and delivering their fundraising qualifications.
The workshops will be two half-day sessions, and will be delivered over one day. The cost of the course will be £90 for SVE members or £110 for non-members. Membership of SVE is free.
Further courses around Fundraising will be offered once interest has been gauged.
If you are interested in booking on these workshops please email
with you name, charity and contact details and Lee Stevenson will get back to you. It is hoped to deliver them March/April.
Charity Trading, Contracts and VAT seminar
Stirlingshire Voluntary Enterprise
Thursday 19th January 2017
SVE are pleased to announce that Dr Gareth Morgan from the Kubernesis Partnership LLP (Charity Consultants) will be facilitating a Charity Tax Event at the The College Development Network (CDN) Argyll Court, Castle Business Park, Stirling FK9 4TY on the 19h of January 2017.
Please see below the focus of the day along with the programme.
Presenter: Dr Gareth Morgan (author of The Charity Treasurer’s Handbook: An Introduction to Voluntary Sector Finance and Accounting)
If a charity provides services under contract or charges for an event or for goods, it is involved in trading.
This seminar will distinguish between (a) trading activities within a charity; (b) a separate trading company owned by a charity and (c) non-charitable social enterprises such as CICs.
We consider the latest accounting and tax issues for charity trading, especially when charities need to register for VAT and charity-specific VAT rates.
The seminar also covers special VAT issues such as partial exemption and income outside the scope of VAT — as well as the detailed rules on when corporation tax applies to charities.
10.45 Welcome and Introductions
10.55 Principles of Charity Trading
The definition of trading. When can charities trade. Contract income, sales, events on other types of trading income. Primary purpose vs trading for fundraising purposes.
12.00 Charity Tax Fundamentals: Corporation Tax
Specific tax issues as applied to charities. Role of Charity Commission/OSCR vs HMRC. Principles of corporation tax. Charity limits and concessions. Use of trading subsidiaries and legal structures. Financing of subsidiaries and transfer of profits.
13.45 Charities and VAT Principles
Supplies to Charites. Supplies by charities. Determining when a charity needs to register for VAT, partial exemption principles and examples.
15.30 Case Study
A practical example of a charity with numerous trading problems and a chance to make recommendations.
Discussion of issues raised during the day and questions.
For more information about Kubernesis go to http://www.kubernesis.co.uk/
SVE are pleased to offer this course to our members for a greatly subsidised cost of £99.
There are limited places on this course, please book early to avoid disappointment!