Finance, Finance & law

Key Guides: The Charity Treasurer’s Handbook

Steering a charity's finances can be one of the most challenging roles you'll face in the sector. Not least because of the complexities and easy-to-miss legal obligations you face.

The charity treasure's handbook book cover

This slim guide offers you an overview of the main issues, and informs you about the most up-to-date legislation you need to know to keep a strong grip on your charity’s finances.

Even if you have no previous finance experience, this guide offers you an introduction to being a treasurer. With just a short amount of reading, you’ll have gained the confidence to get started.

Who should buy this book?

This is top-class handbook for all involved in charity finance, whether you’re a volunteer, new to the world of charity finance, or an old hand who’s done it for years.

What does it cover?

This fully-updated guide is packed with useful examples and case studies to help you understand the key aspects of being a charity treasurer.

  • Getting to grips with the latest charity finance obligations including the the two new Charities SORPs.
  • VAT for charities: what applies to you, and what doesn’t.
  • The benefits of Gift Aid, and how to get started.
  • Covers charity finance rules across all four nations of the UK.

‘Equipped with this handbook, you can be confident of managing your charity’s finances in a way that will help ensure its financial well-being.’ Ray Jones, Visiting Lecturer at Cass Business School and formerly Head of Accountancy Policy, Charity Commission


‘Precise, comprehensive, relevant and appreciative of the treasurer’s role and our ultimate purpose, which really is to make this world a better place.’ John O’Brien, Chair of the Charity Finance Group and Chief Executive, Community Accounting Plus


‘An excellent, comprehensive handbook for those involved in governance and/or management of the financial affairs of a UK charity.’ Dr Louise Crawford CA, Associate Dean Research, School of Business, University of Dundee

Look Inside

Have a look Inside ´Charity Treasurers Handbook´ 

About the author

Gareth G Morgan

Gareth is Professor of Charity Studies at Sheffeld Hallam University. He leads the University’s Centre for Voluntary Sector Research which brings together 16 staff in various faculties with specific interests in the sector. He is also course leader of the University’s MSc in Charity Resource Management.

He is the author or coauthor of many research papers and articles and is author of The Charity Treasurer’s Handbook and Charitable Incorporated Organisations. Outside the University he is also part-time Senior Partner of the York-based charity consultants The Kubernesis Partnership LLP, which supports a wide range of charitable organisations in the areas of accounting, financial management, formation of new charities and other issues of charity regulation.

He is a Fellow of the Association of Charity Independent Examiners, a Full Member with Diploma of the Institute of Fundraising and an Academic Fellow of the Association of International Accountants. He is also a member of the Charity Law Association where he has contributed to several of its working parties, and he serves on the Charity Technical Committee of the Institute of Chartered Accountants in England and Wales (ICAEW).

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