Membership Accreditation CIC Platinum Level: Financial Management

Please tell us about how your organisation is run. We can help with any questions or issues you're unclear about or need support to complete

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* 1. What is the name of your organisation?

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* 2. Do you have a Treasurer to report on financial matters?

Yes

No

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* 3. Does the Board agree the annual budget, financial forecasting and solvency/sustainability for the coming year?

Yes

No

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* 4. Does the board have a regularly reviewed policy on reserves and financial risk and mitigations?

Yes

No

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* 5. Do you have an income strategy with targets and milestones which enables tracking of income generation and sustainability?

Yes

No

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* 6. Does the organisation have a broad fundraising strategy aiming for a variety of different income streams which staff and volunteers are trained and equipped to implement?

Yes

No

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* 7. Does the organisation explore opportunities to work in partnership and collaborate with other organisations?

Yes

No

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* 8. Please send us a copy of your latest Company account

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