Gentle' financial guide for charity trustees published by Rathbones and ACEVO

Rathbones, the investment management firm, and the Association of Chief Executives of Voluntary Organisations (ACEVO) have partnered with Dorothy Dalton, former chief executive of ACEVO and one-time editor of Governance magazine, to publish Financial governance: a gentle guide for the non-financial charity trustee.

The guide, released at a time of heightened scrutiny of financial governance within the charity sector, is intended as a high level informative guide to help trustees understand what is expected of them when it comes to the governance of their charity’s finances. It is specifically targeted at new or less experienced trustees who may lack the knowledge and/or confidence of the key issues in this area. The publication of the guide has been welcomed by the Charity Commission and features an introduction by Sarah Atkinson, director of policy and communications.

Andrew Pitt, Head of Charities - London at Rathbone Investment Management, said: “Governance is a subject close to our hearts at Rathbones and we are delighted to have sponsored the production of this guide, which will help trustees of charities understand – in a simple and practical manner – what is expected of them when it comes to the financial governance of their organisation. The vast majority of trustees ensure their organisations are effective and well-run, despite the many challenges they face. Yet the case for good governance in charities led by trustees that have a proper understanding of their role has never been clearer. We hope that this guide will prove a useful resource for charity trustees across the country.”

As Vicky Browning, CEO of ACEVO, noted: “This guide is designed as a first and gentle introduction to charity finances, aimed at trustees who haven’t had experience of this area before. By giving it to new or less experienced trustees and even experienced trustees who lack confidence when it comes to financial governance, you can steer them towards the areas where they should have informed oversight, and give them the confidence to know they’re asking the right questions to meet their duties.”

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