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Services
(It's smooth sailing)

Written Policies
 

Policies that address the key operations and risks of your charity, including:

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  • Investments

  • Grant Making

  • Conflicts of Interest

  • Financial Controls

  • Safeguarding

Risk Assessment

Your potential philanthropic funder might want to see that you have identified the most exposed areas of your organisation and are addressing them.

Ongoing Maintenance of Compliance
 

Create workable processes to demonstrate that you adhere to your policies to ensure your compliance remains watertight.

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Budget Forecast

Professionally prepared using accounting terminology and know-how.

Foreign Donation Review

Guidance on documentation to satisfy the strict regulatory guidelines.

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