Charities and not for profits

127 years advising charity and not for profit clients across Coventry and Warwickshire

Dafferns

The Dafferns Charity specialists

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Geoffrey Cox

Corporate and Charity Services Partner

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Lucy Hatton

Corporate and International Partner

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Brian Jukes

Corporate Tax Partner

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Emily Ball-Goldfinch

Corporate Services Senior Manager

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Emma Leech

Corporate Services Manager

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Daniel Walsh-Smith

Corporate Services Assistant Manager

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Richard Miller

Strategic Services Lead

Our clients in the charity and not for profit sector include

  • National and regional charities
  • Not for profit companies limited by guarantee and charitable incorporated organisations (CIO)
  • Significant endowed and grant-giving charities
  • Charitable membership organisations, facing the demands of meeting their obligations to members whilst complying with corporate and charitable legislation
  • Charities providing care and support in the social, health and educational fields
Dafferns

How we can help

  • Strategic advice and support for the Trustees and Managing Board
  • Advice on regulations and reporting including the Charities Act, Charities SORP and companies’ legislation
  • Statutory audit and independent examination of charities’ financial statements (unincorporated and incorporated)
  • Assisting the Trustees/Management team fulfil their obligations including risk assessment and training
  • Outsourced day to day accounting and management accounts, IT advice, including choice of and tailoring of management information systems to meet the Trustees’ and wider stakeholders’ needs
  • Practical advice on all aspects of taxation including VAT
Dafferns

Dafferns are Charity and Not for Profit specialists in Coventry and Warwickshire, with a wealth of knowledge and experience in the sector, advising a substantial number of high profile charity and not for profit organisations

Geoffrey Cox – Charity Reporting Partner
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Diagnostics

Healthcheck for charities

Our Healthcheck for Charities and Not for Profits is a chance for you to “hit the pause button” for your organisation. Take some time out to refocus on what matters for your charity and critically assess what’s working, what’s not working and what needs to change

Start Diagnostics
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Diagnostics

Charity governance

Good governance in charities is fundamental to their success. A charity is best placed to achieve its ambitions and aims if it has effective governance and leadership structures

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Charity sector news

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Dafferns

Understanding and mitigating fraud risks in charities

Emily Ball-Goldfinch

Dafferns

Engagement letters: Strengthening client-professional relationships

Geoffrey Cox

Dafferns

Seasonal generosity unwrapped: HMRC’s latest gift to Charities in updated guidance

Scott Whitmore

Dafferns

Refreshed guidance on investments to boost Trustee confidence 

Geoffrey Cox

Dafferns

Charity Commission Annual Returns for the reporting year 2022-23

Geoffrey Cox

Dafferns

A Guide to Internal Financial Controls for Charities

Geoffrey Cox

Dafferns

“Dafferns eat cake for charity!”

Sophie Essex-Masmoudi

Dafferns

Trustee’s obligations under HMRC’s Trust Registration Service

Karen Keeling

Dafferns

The VAT man, the Tax man and Charity fundraising events

Brian Jukes

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What is on the horizon for charities?

Deborah Austin

The training was an invaluable process to help support Trustees in the delivery of their responsibility…which is an ever-increasing complex web of rules and regulations. The contribution from Dafferns was excellent and clearly delivered.

John Yates – Chief Executive – Texel Sheep Society