Becoming an Accounts Detective: Understanding Trusts and Foundations in a Shifting Landscape
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Talk Details
Amsel is an accountant and Stacey is a fundraiser. Together they will take you through one of the lesser understood aources of information about trusts and foundations – the Annual Accounts. All charities have to produce them, and trusts are no exception, but too often they are viewed as a formaility. With some digging and sharp-eyed analysis however, they can provide insight into the direction of travel, any any potential pitfalls, far in advance of any formal announcements.
Attendees will:
- Discover the major red flags a review of the accounts can expose
- Learn the questions accounts can answer, and how best to ask them
- Gain confidence in strategically planning their trust engagement – getting maximum value from their time and efforts
Speakers
Amsel Page von Spreckelsen
Finance Business Partner
Stacey Teece
Trust Fundraising Consultant
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