Tag Archives

A Guide to Digitally Storing Documents

Charity Digital news explains that there are many reasons to store paper documents at your charity’s offices or an external storage facility and  help you to review some of the best methods for digitally storing documents and provide some tips for streamlining the process.

There are many reasons why you need to keep documents for instance HMRC requires you to keep legal and financial documentation, such as invoices, contracts, and bank statements, for six years. If you offer a service that requires you to keep medical records, best practice is to retain them for ten years after the last patient interaction. You may also have documents that relate to donors, service users, volunteers, or research grant recipients that need to be stored safely.

The reasons to go paperless are compelling: costs are lower, security is greater, and any action to reduce the environmental impact of our organisations has become a moral imperative.

To read the article in full click here.

Source: Charity Digital News

FREE Webinar Recording – How and Why Impact Measurement is Crucial for Your Organisation

Charity Excellence Framework, in a free webinar, look at why impact measurement is important and explored why charities will need to step up to take a key role in what they hope will be a more ‘considerate economy’ following the pandemic and BREXIT.

With many charities in survival mode, impact measurement can easily drop off the priority list. However, measuring and articulating your impact is perhaps more critical now than ever. As effective impact measurement can help inform your crisis strategy as well as your longer term vision, ensuring that you don’t just create but maximise the impact of your organisation. Furthermore, charities need to know their impact in order to inform important internal decisions, communicate their value to funders, beneficiaries and other stakeholders.

To watch the webinar click here.

Source: Charity Excellence Framework

Survive and Thrive Tools Kits to Kick Start Your 2021

Charity Excellence Framework discuss, in their series of articles, the survive and thrive strategy tool kits which enable a charity to mitigate the risks and find opportunities that can be exploited in their favour. 

The toolkit they discuss does the spadework for you as it assesses the 2021 outlook and gives you everything you need to help you thrive and survive in 2021. By enabling you to identify the key issues and opportunities, and a simple process to turn that into an action plan.

The tool kit is broken down into three parts:

  • Part 1 – What 2021 might hold for the charity sector,
  • Part 2 – How to find the emerging opportunities and
  • Part 3 – How to use that to create your recovery strategy.

To read the articles click here.

Source: Charity Excellence Framework

Charity Fraud In A Pandemic

The Fraud Advisory Panel has released a new help sheet to help Charities stay safe during the pandemic and beyond. The help sheet has been created in partnership with Cancer Research UK, Charity Commission for England and Wales, Charity Finance Group, National Cyber Security Centre and the Small Charities Coalition.

By changing the way many charities must operate, the coronavirus pandemic has created new vulnerabilities which fraudsters and cybercriminals may exploit. This brief guide looks at what they are and how you can respond.

Click here to view the help sheet.

Source: Fraud Advisory Panel

How the UK Leaving the EU Will Affect Data Protection

NCVO in their latest article explain how leaving the EU at 11pm on 31st December 2020 will end the transition period of the UK leaving the EU and at this point the UK GDPR will replace EU GDPR. In their  knowhow pages they have updated this information to reflect what the differences are and how this will impact organisations in the UK.

It is important to remember data protection legislation covers everyone about whom you keep personal data on. This includes employees, volunteers, service users, members, supporters and donors.

To read NCVO’s knowhowpages click here.

Source: NCVO

Charity Governance Code Update

The Charity Governance Code was updated in 2020 following an extensive consultation period with the view of increasing our Sectors understanding of good governance and its stakeholders’ expectations, as we know these change over time.

The refresh to the Code reflects feedback that the steering group must strike a balance between continually updating the Code and potentially disrupting embedding the Code’s use. The enhancements focus on Principle 3: Integrity and Principle 6: Diversity, now called Equality, Diversity and Inclusion. These were the principles that received the most consistent feedback in the consultation as the areas where change was required.

To learn more about the Code and download a copy click here.

To read the press release about the Code click here.

Source: Charity Governance Code

FREE Organisation Resilience Webinar

In NCVO / Zurich webinar they looked at the factors involved in building organisational resilience and how enhancing resilience is an outcome of good business practice and effectively managing risk. You can watch the recording by clicking here.

What is Resilience?

Resilience is the ability of an organisation to anticipate, prepare for, respond and adapt to incremental change and sudden disruptions, in order to survive and prosper. This year has certainly delivered lots of opportunities for this to be tested.

Webinar Content

The webinar discussed how organisations which demonstrate the following principles have a strong foundation from which to build and then develop, implement and evaluate their resilience:

  • Behaviour aligned to shared vision and purpose
  • Up-to-date understanding of organisation’s context
  • The ability to absorb, adapt and effectively respond to change
  • Good governance and management
  • Diversity of skills, leadership, knowledge and experience
  • Coordination across management disciplines
  • Contributions from technical and scientific areas of expertise
  • Effective risk management
  • Shared risk culture across the organisation

For more information on what the webinar covered click here.

Source: Zurich Municiple

Planning for Future Uncertainty?

Charities don’t have a crystal ball enabling them to see into the future however you can make your charity more resilient to this uncertainty, by scenario planning and looking to investment into the organisation in these uncertain times to help develop resilience.

Charity Digital News takes you over their four steps in helping to create a more resilient organisation with topics including managing risks and scenario planning to developing scalable plans that helps your organisation ride out the storm.

To read the full article click here.

Source: Charity Digital News


UK Charity and EU Transition

On 21st January 2021 new rules come into place for UK Charities receiving money from the EU, EU volunteers or employing individuals from the EU. Don’t get caught out by these changes plan ahead!

In the Charity Commissions latest Newsletter issue 65 they provide links to useful resources aimed at explaining the transitions and the impacts this could have on your charity. For more information on the transition or to access these links click here.

Source: Charity Commission

Charity Commission Releases New User-Friendly Guides

As part of #TrusteesWeek the Charity Commission released a number of 5-minutes user-friendly guides aimed at supporting good governance within charitable organisations. Good governance within a charity underpins their delivery and how they connect, maintain and engage with stakeholders, as part of their activities.

Topics covered by the new guides include:

  • Charity finance,
  • Staying within the rules and preventing mission drift,
  • Decision making,
  • Conflicts of interest and
  • reporting to the Charity Commission

To access these new guides by the Charity Commission click here.

Source: Charity Commission

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