2022 MHA – Charity Finance Group Trustee finance competency survey Question Title * 1. What is the name of your charity? Question Title * 2. What is your role? Trustee Treasurer Finance/audit committee member Finance director Other finance executive Chief executive Company secretary Other Question Title * 3. What is the total income of your charity? Less than £100k £100k to £1m £1-5m £5-10m £10-25m More than £25m. Question Title * 4. On a scale of 1 to 5, where 1 is inadequately and 5 is very well, how well does your trustee board understand strategic financial governance matters? 1 2 3 4 5 Question Title * 5. On a scale of 1 to 5, where 1 is not at all and 5 is completely, does your board have the finance competency and knowledge to fulfil their responsibilities to a high level? 1 2 3 4 5 Question Title * 6. What proportion of your trustees have formal financial qualifications? Less than 5% 6-25% 26-50% 51-75% 76-100% Question Title * 7. Is your charity facing increasing financial uncertainties in the future that could significantly affect its activities? Yes No Question Title * 8. If so, has your charity made preparations to deal with future financial challenges? Yes No N/A Question Title * 9. In the last six months have you reviewed your- Reserves Policy Organisational Resilience and continuity plans Risk Register Treasury Management Policy Finance Function Question Title * 10. On a scale of 1 to 5 where 1 is very poor and 5 is very highly, how diverse is your board in terms of: 1 2 3 4 5 Demographics/ background Demographics/ background 1 Demographics/ background 2 Demographics/ background 3 Demographics/ background 4 Demographics/ background 5 Diversity of thought Diversity of thought 1 Diversity of thought 2 Diversity of thought 3 Diversity of thought 4 Diversity of thought 5 Comments: Any further comments on diversity across the organisation including the board and sub-committees? Comments: Any further comments on diversity across the organisation including the board and sub-committees? 1 Comments: Any further comments on diversity across the organisation including the board and sub-committees? 2 Comments: Any further comments on diversity across the organisation including the board and sub-committees? 3 Comments: Any further comments on diversity across the organisation including the board and sub-committees? 4 Comments: Any further comments on diversity across the organisation including the board and sub-committees? 5 Question Title * 11. Any further comments on diversity across the organisation including the finance and sub-committee? Question Title * 12. On a scale of 1 to 5, where 1 is not at all important and 5 is very important, how important is it to have more than one person on the trustee board such as a treasurer or chair of finance that is engaged with your charity's finances? 1 2 3 4 5 Question Title * 13. Do you make available charity finance training for trustees that need it? Question Title * 14. Comment on what resources are most useful: e.g. Consultants/ trainers; Charity Commission guidance; sector organisations such as CFG; auditors; other professionals. Question Title * 15. Do you formally assess board competency in charity finance, such as having recent relevant experience, as well as considering the skills of individuals? Question Title * 16. Do you formally assess the effectiveness of financial governance in your charity such as having internal audits or external reviews? Question Title * 17. Do you have any further comments or observations on any of these or related matters? Done