{"alias":"contentPage","byline":null,"standfirst":null,"content":{"layouts":[{"type":"sidebar","areas":[{"items":[{"gridType":"RichTextBlock","content":"\u003Ch3\u003E\u003Cstrong\u003EUnderstanding your role\u003C/strong\u003E\u003C/h3\u003E\n\u003Cp\u003EThe Treasurer is a Trustee and a member of the Trustee Board.\u003C/p\u003E\n\u003Cp\u003EAs Treasurer, you help the Trustee Board understand the charity\u0027s finances, keep the right controls in place and make informed decisions. You don\u0027t need to carry out every financial task yourself.\u003C/p\u003E\n\u003Cp\u003EThe whole Trustee Board shares responsibility for making sure the charity\u0027s money is managed properly and used in the best interests of Scouts.\u003C/p\u003E\n\u003Cp\u003ESome parts of your role are about governance and oversight. Day-to-day tasks, such as bookkeeping and processing payments, can be shared with other volunteers.\u003C/p\u003E\n\u003Cp\u003ERead the \u003Ca href=\u0022/volunteers/running-things-locally/local-teams/trustee-boards/\u0022 title=\u0022Trustee Boards\u0022\u003ETrustee Board Team Description\u003C/a\u003E to find out more about the tasks allocated to the Treasurer.\u003C/p\u003E\n\u003Ch3\u003EGovernance and day-to-day financial tasks\u003C/h3\u003E\n\u003Cp\u003EAs a Treasurer, you help the Trustee Board:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli\u003EUnderstand the charity\u0027s financial position;\u003C/li\u003E\n\u003Cli\u003Eprepare and monitor budgets;\u003C/li\u003E\n\u003Cli\u003Emonitor income, spending, reserves and financial risks;\u003C/li\u003E\n\u003Cli\u003Emake sure appropriate financial records and controls are in place;\u003C/li\u003E\n\u003Cli\u003Ecoordinate annual accounts, independent review and financial reporting;\u003C/li\u003E\n\u003Cli\u003Emeet its legal and financial responsibilities\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp\u003EDay-to-day tasks can often be shared with other volunteers. These might include:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli\u003Ebookkeeping and maintaining records;\u003C/li\u003E\n\u003Cli\u003Eprocessing payments and expenses;\u003C/li\u003E\n\u003Cli\u003Ebanking administration;\u003C/li\u003E\n\u003Cli\u003Epreparing draft budgets and reports;\u003C/li\u003E\n\u003Cli\u003Eadministering Gift Aid claims;\u003C/li\u003E\n\u003Cli\u003Epreparing paperwork for annual reporting.\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp\u003EThe best arrangement will depend on your charity. MAke sure everyone knows what they\u0027re responsible for and that the Trustee Board has the information it needs.\u003C/p\u003E\n\u003Ch3\u003EYour first steps as a Treasurer\u003C/h3\u003E\n\u003Cp\u003EWhen you begin your role:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli\u003EMeet your Trustee Chair, Lead Volunteer and anyone carrying out day-to-day finance tasks.\u003C/li\u003E\n\u003Cli\u003EReview the charity\u0027s current financial position, records and any immediate concerns.\u003C/li\u003E\n\u003Cli\u003EAgree who\u0027ll carry out each financial task.\u003C/li\u003E\n\u003Cli\u003ECheck that records are accurate and easy to understand.\u003C/li\u003E\n\u003Cli\u003EReview the current controls, processes and templates.\u003C/li\u003E\n\u003Cli\u003EAgree what financial information the Trustee Board needs and when you\u0027ll report it.\u0026nbsp;\u003C/li\u003E\n\u003Cli\u003EGet the access you need to \u003Ca href=\u0022/volunteers/running-things-locally/finances-and-insurance/banking/\u0022 title=\u0022Banking\u0022\u003Efinancial records and banking arrangements\u003C/a\u003E.\u003C/li\u003E\n\u003Cli\u003EReview bank authorities and update them where needed.\u003C/li\u003E\n\u003Cli\u003ENote important annual dates and reporting deadlines.\u003C/li\u003E\n\u003Cli\u003EFind out what local support is available.\u00A0\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp\u003EDon\u0027t assume a process should continue because it\u0027s always been done that way. Review it with the Trustee Board. Keep it if it\u0027s current, suitable and easy to hand over.\u00A0\u003C/p\u003E\n\u003Ch3\u003ESupporting good financial management\u003C/h3\u003E\n\u003Cp\u003EThe Trustee Board agrees a realistic budget that supports its plans and priorities. You help the Board keep track of income, spending, cash flow, reserves and financial risks throughout the year.\u003C/p\u003E\n\u003Cp\u003EGood records help the Trustee Board understand the charity\u2019s financial position and make informed decisions. Make sure income and spending are recorded promptly and supported by evidence, even if another volunteer carries out the day-to-day bookkeeping.\u003C/p\u003E\n\u003Cp\u003EUse a system that\u2019s secure, easy to understand and straightforward to hand over. Use the latest Scouts templates and our detailed \u003Ca href=\u0022/volunteers/running-things-locally/finances-and-insurance/accounting-and-reporting/\u0022 title=\u0022Accounting and reporting\u0022\u003Eaccounting and reporting guidance\u003C/a\u003E rather than starting from scratch.\u003C/p\u003E\n\u003Ch3\u003EGetting help when you need it\u003C/h3\u003E\n\u003Cp\u003EYou don\u0027t need to know everything or solve financial problems on your own.\u003C/p\u003E\n\u003Cp\u003EStart by speaking to the Trustee Chair, Lead Volunteer and other Trustees. You can also ask:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli\u003Ean experienced local Treasurer;\u003C/li\u003E\n\u003Cli\u003Ea local Treasurer network;\u003C/li\u003E\n\u003Cli\u003Eyour District or County/Area/Region;\u003C/li\u003E\n\u003Cli\u003Ethe Local Governance Support Team through the \u003Ca href=\u0022/contact-us/\u0022 title=\u0022Contact us\u0022\u003ESupport Centre\u003C/a\u003E.\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp\u003E\u003Cstrong\u003EIf you suspect a crime\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003EIf you suspect theft, fraud or misuse of funds, don\u0027t investigate it yourself. Report it promptly to \u003Ca href=\u0022mailto:governance@scouts.org.uk\u0022\u003Egovernance@scouts.org.uk\u003C/a\u003E and keep the information confidential.\u003C/p\u003E\n\u003Cp\u003EYou can find more guidance on \u003Ca href=\u0022/volunteers/running-things-locally/finances-and-insurance/banking/\u0022 title=\u0022Banking\u0022\u003Efraud on the banking page\u003C/a\u003E.\u003C/p\u003E\n\u003Ch3\u003ELeaving the role well\u003C/h3\u003E\n\u003Cp\u003EIf you plan to step down, tell the Trustee Chair and Lead Volunteer as early as you can. Agree a realistic handover and help the next Treasurer understand:\u003C/p\u003E\n\u003Cul\u003E\n\u003Cli\u003Ethe charity\u0027s current financial position;\u003C/li\u003E\n\u003Cli\u003Ekey dates and deadlines;\u003C/li\u003E\n\u003Cli\u003Eany current issues;\u003C/li\u003E\n\u003Cli\u003Ehow local processes work;\u003C/li\u003E\n\u003Cli\u003Ewhere to find help.\u003C/li\u003E\n\u003C/ul\u003E\n\u003Cp\u003ETransfer records, documents, contacts and access securely. Update banking authorities promptly and make sure any systems or spreadsheets are easy for someone else to understand and use.\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003EUse the links on this page to find detailed guidance and templates for specific financial tasks.\u003C/strong\u003E\u003C/p\u003E","gtmId":"","gtmClass":""}]},{"items":[{"type":"Promo","cta":"","body":"\u003Cp\u003E\u003Cstrong\u003EAccounting and reporting\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003EFind templates and guidance for accounts, annual reports and independent reviews.\u003C/p\u003E\n\u003Cp\u003E\u003Ca href=\u0022/volunteers/running-things-locally/finances-and-insurance/accounting-and-reporting/\u0022 title=\u0022Accounting and reporting\u0022\u003ERead the accounting and reporting guidance\u003C/a\u003E\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003EBanking and financial controls\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003EFind guidance on charity bank accounts, approving payments, and managing banking access.\u003C/p\u003E\n\u003Cp\u003E\u003Ca href=\u0022/volunteers/running-things-locally/finances-and-insurance/banking/\u0022 title=\u0022Banking\u0022\u003ERead the banking guidance\u003C/a\u003E\u003C/p\u003E","link":null,"colour":"#f1f1f1","title":"Managing the charity\u0027s money","image":null,"imageFocus":"","imageId":0,"imageKey":"00000000-0000-0000-0000-000000000000","imageCrop":"","gridType":"card","gtmId":"","gtmClass":""},{"type":"Promo","cta":"","body":"\u003Cp\u003E\u003Cstrong\u003EGift Aid\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003EYour charity could claim an extra 25p for every eligible \u00A31 donated through Gift Aid\u003C/p\u003E\n\u003Cp\u003E\u003Ca href=\u0022/about-us/support-scouts/gift-aid/\u0022 title=\u0022Gift Aid\u0022\u003ERead the Gift Aid guidance\u003C/a\u003E\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003EGrants and funds\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003EFind funding for local activities, equipment and premises\u003C/p\u003E\n\u003Cp\u003E\u003Ca href=\u0022/volunteers/running-things-locally/grants-and-funds-for-your-local-group/\u0022 title=\u0022Grants and funds for your local group\u0022\u003EFind grants and funding\u003C/a\u003E\u003C/p\u003E","link":null,"colour":"#f1f1f1","title":"Income and funding","image":null,"imageFocus":"","imageId":0,"imageKey":"00000000-0000-0000-0000-000000000000","imageCrop":"","gridType":"card","gtmId":"","gtmClass":""},{"type":"Promo","cta":"","body":"\u003Cp\u003E\u003Cstrong\u003EMembership fees\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003EFind information about the UK Headquarters fee and arrangements across the Nations\u003C/p\u003E\n\u003Cp\u003E\u003Ca href=\u0022/volunteers/running-things-locally/finances-and-insurance/uk-scouts-membership-fee/\u0022 title=\u0022UK Scouts membership fee\u0022\u003ERead the membership fee guidance\u003C/a\u003E\u003C/p\u003E\n\u003Cp\u003E\u003Cstrong\u003EAnnual General Meetings\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003EFind guidance on accounts and financial reporting at your AGM.\u003C/p\u003E\n\u003Cp\u003E\u003Ca href=\u0022/volunteers/running-things-locally/trustee-boards/annual-general-meetings/\u0022 title=\u0022Annual General Meetings\u0022\u003ERead the AGM guidance\u003C/a\u003E\u003C/p\u003E","link":null,"colour":"#f1f1f1","title":"Regular and annual requirements","image":null,"imageFocus":"","imageId":0,"imageKey":"00000000-0000-0000-0000-000000000000","imageCrop":"","gridType":"card","gtmId":"","gtmClass":""},{"type":"Promo","cta":"","body":"\u003Cp\u003E\u003Cstrong\u003EVAT and tax\u003C/strong\u003E\u003C/p\u003E\n\u003Cp\u003ECheck when VAT or other tax rules may apply\u003C/p\u003E\n\u003Cp\u003E\u003Ca href=\u0022/volunteers/running-things-locally/finances-and-insurance/vat/\u0022 title=\u0022VAT\u0022\u003ERead the guidance on VAT and direct 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