Toolkit Launch: Improving Records Management in Charities

Thursday, 15 Jun 2017, 15:30 - 18:30


What records do charities need to keep? How long should they be retained? What legislation and regulations on record keeping do charities need to comply with?

We invite you to learn more about these topics at the launch of a new toolkit to help charities and voluntary organisations improve records management.

Record keeping is an important but often overlooked part of running or working in a voluntary organisation. It is vital for good governance and necessary for complying with the wide range of regulations that apply to voluntary organisations in England and Wales. Good record keeping can help you tell people who you are, what you do and why donors and the public should trust you. However, many organisations find it hard to know quite what the state of their records is and what do to with them. There is a lack of advice, training and knowledge about record keeping and a bewildering array of different regulatory requirements.


15:30 - 16:00
- Registration, tea and coffee

16:00 - 16:10 - Chair's welcome, Anjelica Finnegan, Policy and Research Manager, CFG

16:10 - 16:50 - Keynote address, Bruno Longmore, National Records Scotland

16:50 - 17:30 - Expert Panel and Q&A

17:30 - 18:30 - Drinks reception and networking

At this event we will preview this new toolkit and hear from experts in voluntary sector records management. There will be a keynote address from Bruno Longmore of National Records Scotland.

This event is free to attend and open to anyone with an interest in the voluntary sector, including staff, volunteers and trustees of charities.

We will end with a networking session and a glass of wine to celebrate this launch.

About the toolkit

The toolkit takes the form of self-assessment tool and set of guidance to implement an improvement plan. It does not assume that a perfect system for managing records and information can be implemented straight away. Instead, it offers tools and guidance to help continuous improvement of an organisation’s practices, policies and processes.

The toolkit was led by Dr Charlotte Clements and the British Academy Research Project ‘Digitising the Mixed Economy of Welfare in Britain’ in partnership with Charity Finance Group. The work was funded by a UCL Public Policy Engagement Grant.

Venue Details


The British Academy, 10 -11 Carlton House Terrace, LONDON, SW1Y 5AH

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Bookings & Prices


  • Attendee - FREE;

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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