Longer term financial planning
From Our Toolkit
If your organisation are looking to develop longer term financial plans you may wish to consider the following activities.
Investments
For charities in England & Wales:
- The Charity Commission has produced Charities and investment matters: a guide for
trustees. - Charity Aid Foundation provide guidance on how to plan investments with advice on various different options.
For charities in Scotland:
Browse the toolkit
- Our toolkit
- Welcome to the toolkit
- How to use this toolkit
- Governance
- Financial planning
- Income generation
- Fundraising
- Collections
- What do we mean by collections?
- The difference between the museum and archive approach
- Things to consider before you start
- Accreditation schemes
- Collections at risk
- Digitising your collection
- Collection management
- Collection care
- Hear it from an expert – Brian Worrell
- Hear it from an expert – Dave Smith
- Audiences
- Learning
- Evaluation
- Access
- Staffing and volunteers
- Community engagement
- Coming soon!
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Toolkit contents
A one-page list of all the sections of the Toolkit.