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Managing charity money, assets and property

Find out how to responsibly manage and protect your charity's money and assets.

• From: The Charity Commission
• Published: 27 September 2023

Managing charity finances

Read our 5-minute guide for an introduction on how trustees can make sure their charity’s money is safe, properly used and accounted for.

• Internal financial controls for charities (CC8)
  • 26 April 2023
  • Guidance
• Improving your charity’s finances (CC12)
  • 23 September 2024
  • Guidance

Use of charity funds

Detailed guides on the acceptable use of charity funds.

• Trustee expenses and payments (CC11)
  • 7 March 2024
  • Guidance
• Grant funding an organisation that isn’t a charity
  • 11 August 2017
  • Guidance

Investing charity money

• Investing charity money: guidance for trustees (CC14)
  • 1 August 2023
  • Guidance

Charity reserves

• Charity reserves: building resilience (CC19)
  • 14 June 2023
  • Guidance

Permanent endowment

• Permanent endowment: rules for charities
  • 7 March 2024
  • Guidance
• Total return investment for permanently endowed charities
  • 14 June 2023
  • Guidance

Land and property

• Acquiring land (CC33)
  • 14 June 2023
  • Guidance
• Sales, leases, transfers or mortgages: what trustees need to know about disposing of charity land (CC28)
  • 7 March 2024
  • Guidance
• The Official Custodian for Charities' 'land holding' service (CC13)
  • 1 September 2004
  • Guidance
• Appointing nominees and custodians (CC42)
  • 1 February 2001
  • Guidance

Protect your charity's assets and funds

• Protect your charity from fraud and cyber crime
  • 20 January 2023
  • Guidance
• Charities: due diligence, monitoring and verifying the end use of charitable funds
  • 3 January 2011
  • Guidance
• Charities: holding, moving and receiving funds safely
  • 5 January 2011
  • Guidance
• Charities and insurance (CC49)
  • 1 May 2012
  • Guidance

Published 27 September 2023