INTRODUCTORY OVERVIEW

Resources

The resources available throughout this web site apply to social enterprise businesses as well as voluntary and community organisations. You may find the following sections are helpful:

Loans and equity finance

This overview explains why your organisation might look at utilising loans or equity finance to start or develop services and examines the benefits and drawbacks of entering into such arrangements.

Funding and fundraising

Funding is a high priority for all voluntary and community groups and social enterprises. You need to consider how to fund activities and keep on funding them into the future. Getting funding can involve anything from applying for grants and implementing traditional fundraising methods, to starting to trade or deliver services under contract. This overview explores the different avenues of funding sources.

Legal structures - setting up a group or organisation

This overview looks at the range of ways a voluntary or community or social enterprise can be set up and covers topics such as governance, aims, objectives and financial responsibilities.

Developing a sustainable strategy

This overview sets out the need for a sustainable financial strategy and provides some pointers on how to develop one.

Guide to Trading (830 KB, .pdf)

Downloadable 32 page .pdf (831kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The guide introduces trading, explains how to prepare for trading, and explores different types of trading activity. It includes practical tools for advisers and groups to use and case studies.

Tools for Trading (526 KB, .pdf)

Downloadable 30 page .pdf (527kb) produced for the Finance Hub by NCVO Sustainable Funding Project. This toolkit includes advice, checklists and a series of exercises groups and advisers can use to work through the various methods of trading and the issues involved in developing them.

Yorkshire Forward and Royds Community Association

This case study describes how a regional development agency agreed to amend the usual rules attached to using public money to buy or develop buildings. The Royds Community Association successfully negotiated a relaxation of the ‘claw back’ rules — where any future equity released through the sale of the building has to be returned to government, which prevents using those buildings as assets for secured loans or mortgages. This means that the community association can borrow money against the building and can benefit from any future growth in the value of the building.

Community Network

This case study outlines how a voluntary organisation used Full Cost Recovery for the first time. The group had an opportunity to secure a long term contract and needed to make sure that the contract would pay the full costs of delivery. Although this was difficult at first and took time they have reaped the benefits of introducing this additional rigour into their costings.

Greentop Community Circus Centre

A short description of the methods this group use to raise funds to cover their core costs and various projects including funding from trusts and selling services to the corporate sector.

Whirlow Hall Farm Trust

A short description of the range of fundraising methods used by the trust including raising funds from trusts and the corporate sector, fundraising activities and trading.

Asset transfer: Goodwin Development Trust Limited, Hull

An example of how a community group negotiated the transfer of an empty council building and transformed it into a base for a multi-million pound community business.

Asset transfer: West Itchen Community Trust, Southampton

An example of the transfer of two commercial sites from a local authority to a local community trust to support local community based economic regeneration.

Asset transfer: Halifax Opportunities Trust and Elsie Whiteley Innovation Centre, Halifax West Yorks

An example of the acquisition of local redundant commercial property using public funds through a partnership between the local authority, the Regional Development Agency and a local community development trust.

Asset transfer: Renewal Trust, Nottingham

An example of the transfer of an old school building in Nottingham to a community development trust and its development as a mixed community and economic resource.

Asset transfer: All Saints Action Network, Wolverhampton

An example of the transfer of an old school building in Wolverhampton to a community development trust and its development as a mixed community and economic resource.

Asset transfer: Wolseley Community Economic Development Trust, Plymouth

An example of a city council transferring derelict land and buildings to a community development trust on a 25 year lease to develop and manage two business parks, a healthy living centre and a community resource building.

Asset transfer: Blacon Community Trust, Cheshire

Example of how a community trust worked to persuade a local county council to transfer a redundant former primary school building at less than market value for community use.

Some additional resources are provided on this page, most of which are available FREE of charge. Resources you have to pay for are marked with a £ sign.

Community Action Network

A membership organisation that aims to develop, promote and support social entrepreneurs. You need to become a member to access the advice services.

Co-operatives UK

The national membership organisation for co-operative enterprise.

The Social Enterprise Coalition

The Social Enterprise Coalition provides a national platform for showcasing the benefits of social enterprise, sharing best practice, and influencing policy in order to create an enabling environment for social enterprise. You can search for links to all aspects of running a social enterprise and many examples of social enterprise in practice. You can search by region or topic.

Business Link

Provides lots of practical business information and advice about starting up a social enterprise business and provides contacts for local Business Link Advisers who can offer assistance to groups developing trading activities.

Development Trusts Association

The membership body for Development Trusts provides support, advice and advocacy. You can search for Development Trusts in your area, and the site includes several downloadable guides – some of which are detailed below.

Nearbuyou

A national social enterprise trading network; you can search for a social enterprise near you or working in the same field as you. The website includes case studies of social enterprises and publications and resources on a range of trading issues, including setting up and running a Community Interest Company, and Social Enterprise and Finance.

Small Business Service

This organisation provides the public, researchers, the media and policy makers with information about the DTI Small Business Service and access to relevant government policy briefings and documents.

Social Enterprise Training and Support (SETAS)

This site provides a searchable database of courses, resources, trainers and consultants specialising in social enterprise nationwide. It also provides information on news and events in the social enterprise world.

Social Firms UK

A national membership organisation for social firms, aiming to create employment opportunities for disabled people through developing support for social firms.

UnLtd

Unltd offers support for individuals wanting to develop their own social enterprise ideas.

Village Retail Services Association (ViRSA)

ViRSA supports rural communities wanting to set up and run a community owned shop. It provides practical assistance through this website, a network of community retail advisers, a national office and various publications, and help rural villages keep or re-start their village shop or post office. It provides support to any rural community group wanting to set up a retailing social enterprise.

Department of Health

The Department of Health provides advice and guidance in policy and commissioning: How social enterprises can help put people in control of their healthcare, and offer patients and users a greater choice from a wider selection of convenient, innovative and responsive services.

DIY Committee Guide

Downloadable .pdf (4,093kb) of a series of case studies of social enterprise from around the UK.

Case Studies in Social Enterprise and Health

A report from Senscot showcases the activity of social enterprises through 14 examples from Scotland and 5 from England, to promote this model in delivering good quality health and social care services. Some common threads are identified. You can read a summary from here and download a pdf (265kb) of the full content.

Community Enterprise Toolkit

A Community Enterprise Toolkit has been published on Cheshire County Council's web site, bringing together existing advice and information on setting up community enterprises in a user-friendly way.

There’s More to Business than you Think – A guide to Social Enterprise

Downloadable .pdf (4,093kb) of a series of case studies of social enterprise from around the UK.

Unlocking the potential - A guide to finance for social enterprises  £

This guide focuses on the different forms of non-grant finance available for social enterprises. It explains which are the most suitable for your organisation and how they can be used most effectively. It also leads you through the application process and suggests where to go for further information.

Mapping BME Social Enterprises in the East Midlands

Downloadable .pdf (227 kb) report from Voice East Midlands mapping the extent of BME social enterprise activity in the East Midlands and looking at the key characteristics of that activity.

Cultivating enterprise:  £

A DTA toolkit for starting up successful development trusts and enterprising community organisations. This toolkit will guide you step by step through the stages of setting up an enterprising community organisation. It is carefully designed to mirror the core structure of a business plan and offers practical activities for getting ahead.

To Have and to Hold

Provides a broad range of information, resources and contacts that you can use to develop a land or building project as an asset for your organisation and local community. You have to purchase print versions, but you can download a copy form this page.

Taking Root

Focuses on the tremendous range of enterprising rural and semi-rural initiatives, which are operating across the country, some in extremely remote and unknown territory. You have to purchase print versions but you can download a copy form this page.

Bonds and Bridges

To what extent does the community enterprise movement engage with the diverse communities that it serves? This is something that the Development Trusts Association (DTA) explores in this new publication. You have to purchase print versions but you can download a copy form this page.