Charities and not for profits

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

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

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

The Dafferns Charity specialists

View the team

Geoffrey Cox

Corporate and Charity Services Partner

Lucy Hatton

Corporate and Charity Services Director

Deborah Austin

Corporate and Charity Services Manager

Brian Jukes

Corporate Tax Partner

Richard Miller

Strategic Services Partner

Cerys Bains

Corporate Services Senior

Charity sector news

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Dafferns

Tax for Charities shouldn’t be taxing!

Deborah Austin

Dafferns

Using virtual meetings – the new “business as usual” model

Deborah Austin

Dafferns

Leveraging Technology – Flexible accounting using cloud-based software

Deborah Austin

Dafferns

Charities – What action can you take in time of crisis?

Richard Miller

Dafferns

On the eleventh day we look at Making Tax Digital for VAT

Deborah Austin

Dafferns

On the twelfth day we look at Managing Risk

Deborah Austin

Dafferns

On the tenth day we look at Payments to Charity Trustees

Deborah Austin

Dafferns

On the ninth day we look at Related Parties

Deborah Austin

12 Days to remember, even if it’s not Christmas

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Dafferns

On the eleventh day we look at Making Tax Digital for VAT

Deborah Austin

Dafferns

On the tenth day we look at Payments to Charity Trustees

Deborah Austin

Dafferns

On the twelfth day we look at Managing Risk

Deborah Austin

Dafferns

On the ninth day we look at Related Parties

Deborah Austin

Dafferns

On the eighth day we look at Conflicts of Interest and Loyalty

Deborah Austin

Dafferns

On the fifth day we look at Fundraising

Deborah Austin

Dafferns

On the sixth day we look at Cyber Crime

Deborah Austin

Dafferns

On the fourth day we look at using Reserves to build financial resilience

Deborah Austin

Dafferns

On the third day we look at Governing Documents and Charitable Objectives

Deborah Austin

Dafferns

On the second day we look at Public Benefit Reporting by Charities

Deborah Austin

Dafferns

On the first day we look at Trustee Duties

Deborah Austin

One of my better recommendations was to retain the services of Dafferns – it removed an enormous burden to know that our affairs were in safe hands and that we had a source of experienced and competent advice available.

Barbara Johnson – Chair of Trustees – Workcare Coventry and Warwickshire Ltd

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