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End of term report | Summer 2018
Nick Sladden

12 July 2018

At the ISBA Bursars’ Conference in May 2018 we launched our publication 'Reserving the future: Financial policies in independent schools'. The publication was well-received and in light of the good feedback we have included a summary of the key themes in our summer edition as well as a link to the full publication in case you missed it.

Reserving the future | Financial policies in independent schools
Nick Sladden

14 May 2018

Reserves are much more than a statement about the financial health of your school. A robust reserves position will send a clear message to parents and other stakeholders that you are well-led, well-managed and well-run. Download our report now.

Charity reserves | Resilience in 2018
Nick Sladden

14 May 2018

Reserves are much more than a statement about the financial health of your charity. Amid growing media and public interest in fundraising practices, a robust reserves position will send a clear message to funders and beneficiaries that you are well-led, well-managed and well-run.

Gift aid payments - FRS 102 Triennial review
Nick Sladden

28 March 2018

In the Triennial Review of FRS 102, Financial Reporting Council (FRC) published amendments to the accounting for gift aid payments (from a subsidiary to its charitable parent) and reminded entities of existing requirements.

End of term report - Spring 2018
Nick Sladden

19 March 2018

Welcome to the Spring End of Term Report. As schools get ready for summer term, they must also prepare for the upcoming deadlines for two new areas of compliance.

Funding and functionality: the ongoing challenges of charity finance
Karen Spears

08 March 2018

The majority of charities have managed to come through a tough decade, if not unscathed, certainly unbowed but the potential hurdles they face over the next one are lining up. These include data protection rules, increased regulation of fundraising, renewed focus on governance standards and Brexit, to name but a few.

Charities need to address gaps in reserves position, warns RSM
Nick Sladden

27 February 2018

The majority of charities have gaps in how they calculate their reserves position and communicate their plans with internal and external audiences - highlighting financial vulnerability across the sector, warns RSM.

Charities returning or refusing donations – simple decision?
Nick Sladden

07 February 2018

In the wake of various charities returning or refusing to accept donations from ‘The Presidents Club Charitable Trust’ scandal, the Charity Commission has published advice highlighting the sorts of issues a charity should consider when deciding whether to accept or refuse future donations, and also whether to keep or return donations that have already been accepted.

End of term report – Autumn 2017

12 December 2017

Welcome to the independent schools end of term report – autumn edition.

Over spend, lack of investment and inefficiency presents a perfect storm for charity finances, warns RSM
Nick Sladden

06 December 2017

The majority of charities are spending over the corporate average on their finance functions. Whilst on the surface this may appear positive, significant amounts are being spent on manual processing of transactions rather than strategic financial advice – presenting a perfect storm for the financial health of charities, warns RSM.

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