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TOPIC LANDING PAGE - 2_Financial planning

FINANCIAL
PLANNING

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  7. Financial planning

Building resilience through effective financial planning

Finances can be a source of worry for charity leaders even in the best of times. The good news is that there are strategies available that you can evaluate and pursue when seeking to boost your financial resilience. 

Financial planning is a key part of ensuring charities’ successful operations. Through considering options for protecting and growing income in both the short- and the long-term, you can build financial resilience for your organisation and become better placed to meet the needs you are committed to supporting. Such options include income diversification, whether and how to deploy reserves, and reviewing the charity’s investment strategy. 

Explore our financial planning resources, featuring expertise from within CAF, CAF Bank and contributions from key charity sector organisations, for ideas on how to develop your charity’s financial resilience.

 

Resources to inspire forward financial thinking

A strategic approach to deploying your charity reserves

Develop a strategy for managing your funds

Read the article

What to consider when diversifying income

Find the right mix for your charity

Read the article

Strategies for increasing cash flow

Maximise your organisation's cash flow

Read the article

The five ‘P’s of good charity investment governance

To help you manage your investments

Read the article

How to run an investment manager review process

Tips to help you in your forward planning

Read the article

Sources of funding every charity should consider

Explore your options when it comes to income sources

Read the article

Management accounting: the basics

A choice between charity impact and financial resilience?

Read the article

Make your money go further

Your charity needs good financial management to deliver your charitable aims and make your organisation more resilient. CAF's products and services help you manage your finances and expand your sources of income.

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Or return to Charity resource hub home

Attracting new funding

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Further resources beyond the hub 

Here are some useful external resources on financial planning that you may wish to explore: 

  • Managing charity finances, gov.uk
  • How to set a reserves policy for your charity, gov.uk
  • A small charity guide to improving your cyber security, National Cyber Security Centre
  • Protect your charity from fraud and cyber crime (Wales and England), gov.uk
  • Fraud: how to reduce the risks in your charity (Scotland), OSCR
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