Finance Hub

Toolkits for funding advisers

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Toolkits for funding advisers

The Funding and Finance Toolkit Series has been designed to provide practical checklists, templates and exercises to help frontline Voluntary and Community Organisations (VCOs) improve their funding and finance for long-term sustainability.

The exercises and templates can be completed by frontline VCOs independently or in conjunction with in-put from a Council for Voluntary Service (CVS) or other support-agency-based advisor who can help organisations consider their options and can signpost to further support where necessary.

Tools for Fundraising - Funding and Finance Toolkit 1 (491 KB, .pdf)

Downloadable 33 page .pdf (491kb) produced for the Finance Hub by NCVO Sustainable Funding Project. It includes advice, checklists and a series of exercises groups and funding advisers can use to work through the various methods of fundraising. The toolkit is a companion publication to the Introductory Pack on Funding and Finance – Guide to Fundraising

Tools for Loans and Other forms of Finance (417 KB, .pdf)

Downloadable 35 page .pdf (418kb) document produced for the Finance Hub by NCVO Sustainable Funding Project, it provides a series of exercises and checklists designed to support advisers working with groups on procurement and contracting. It includes materials designed for those just starting to look at contracting (introductory), those ready to explore the topic further (intermediate), and for those wanting to look at contracting more seriously (advanced).

Tools for Procurement and Contracting (404 KB, .pdf)

Downloadable 35 page .pdf (405kb) document produced for the Finance Hub by NCVO Sustainable Funding Project. The document provides a series of exercises and checklists designed to support advisers working with groups on procurement and contracting. It includes materials designed for those just starting to look at contracting (introductory), those ready to explore the topic further (intermediate), and for those wanting to look at contracting more seriously (advanced).

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.

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Introductory guides

Guides on fundraising, trading, procurement, loans, sustainable funding, financial management »

 
 
 
 

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http://www.financehub.org.uk/toolkit_for_funding_advisers.aspa