Setting up and running a charity – guidance

Managing charity assets and resources (CC25)

Find out how to manage your charity’s assets and resources, from cash and investments to staff and volunteers.

Documents

Managing charity assets and resources

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This file may not be suitable for users of assistive technology. Request a different format.

If you use assistive technology and need a version of this document in a more accessible format, please email usability@charitycommission.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Detail

Assets and resources usually mean charity cash and property, but can also include staff and volunteers.

When managing a charity’s assets and resources, the trustees should:

  • plan for the future so the charity can meet its aims
  • identify any risk to protect the assets and resources
  • have a strong internal financial control policy
  • set aside some funds as reserves to meet unexpected expenses