Charities & not-for-profit

Your organisation can benefit from a wealth of local knowledge and our access to some of the country’s leading charity experts, such as Greyham Dawes, who was previously the Charity Commission’s accountancy policy adviser (through our independent membership of the HCWA network). 

With our experience of working with charities and not-for-profit organisations, Sagars is well placed to understand and support you in dealing with the particular challenges of additional regulations, public scrutiny and diverse stakeholders which will undoubtedly be familiar to you.

 

All of our charity and not-for-profit clients naturally have access to our core services (see our main Services menu).  You’ll also find below some information about additional services which we’ve tailored specifically to meet the needs of this sector.  And don’t forget to take a look at In Touch, our dedicated charities and not-for-profit publication.

• Taxation
• Charity audits
• Grant / funding related audits
• Board strategy day
• Risk management, governance and internal controls
• Training
• Other challenges and opportunities

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Taxation

VAT and tax planning can be a minefield for a charitable organisation – particularly if there are any changes in activities or operations.  We can help you to plan ahead or deal with ad hoc queries as they arise.

 

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Charity audits

 Registered by the Institute of Chartered Accountants in England & Wales to carry on audit work, Sagars meets all of the specific auditor requirements set out by the Charity Commission – such as knowledge of the charity accounting and reporting framework and an understanding of the additional statutory duties imposed on charity auditors.

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Grant / funding related audits

We’re experienced and efficient in carrying out audits specific to particular grant or other income funding streams – such as ESF funding.

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Board strategy day

We can facilitate a strategic planning day with your trustees and senior management.  It’s vital for an organisation to consider, in a structured way, the challenges and opportunities it faces and develop strategies and plans to address them.

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Risk management, governance and internal controls

 

We can help you to develop a risk management framework and to determine the ‘risk appetite’ of the Board.  Often it’s important that appropriate, manageable risks are taken to further the organisation’s aims and objectives. 

We can review (and/or test) your governance and internal controls set up and put in place a practical action plan to implement any desired improvements. 

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Training

We can provide training staff and trustees on relevant financial, governance and taxation aspects.  For example:

• governance issues
• correctly administering VAT
• application of Gift Aid and Payroll giving.

 

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Other challenges and opportunities

We’re also able to help you to address other challenges and opportunities often faced by organisations in the charitable / not-for-profit sector, for example:

• how best to co-ordinate activities / share good ideas across different branches
• coping with an increasing regulatory burden
• tackling the absence of (or delayed) management information
• reducing waste of time and resources.  

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