How to establish your charity’s reserves policy in a post-pandemic world

Friday, September 30, 2022 -
Friday, September 30, 2022
12pm - 1pm

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Rather than the future for charities seeming more secure as the effects of the Covid pandemic subside, it seems even more uncertain. So how should charities consider the level of reserves that is appropriate? What is too much, too little or just right?
In this session, Sudhir Singh, Partner and Head of Not for Profit at MHA, will explain what charities should consider when setting their reserves target. Stephen Vis, Director of Finance and Services at Scripture Union, will join Sudhir to share practical tips from his charity’s recent experience of revising its reserves policy. 

The webinar will cover:

  • A reminder of what the Charity Commission expects about charity reserves policies
  • What should a reserves policy contain?
  • How should charities determine what level of reserves is appropriate and who should be involved?
  • How should charity risk management inform the consideration of reserves?
  • A practical example of how Scripture Union reviewed and revised its reserves policy
  • What should charities disclose in their financial statements?

Key topics:

  • Understanding a framework for considering how to set a reserves policy

  • Learning how to integrate key aspects of charity financial management

  • Seeing how strategic financial models can be applied in practice

  • Gaining the ability to develop a good practice financial model

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