Financial Handbook

This is a Finance Handbook Template to adapt for your own use. It is designed for small community organisations.

Internal financial controls and procedures are essential to:

  • protect your charity’s assets and manage financial resources responsibly.
  • make informed decisions about your charity’s financial position.
  • meet your legal duties.

You may also find the following resources helpful:


This template covers the main areas you may need to consider in this area, but you will need to read it in the context of your own organisation, which may mean amendments to make it fully relevant are necessary. It does not constitute legal advice and further steps may be necessary to ensure you comply with current UK legislation.