Charities and not for profits

126 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 Charity Services Director

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Brian Jukes

Corporate Tax Partner

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Richard Miller

Strategic Services Lead

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Daniel Walsh-Smith

Corporate Services Senior

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
Dafferns

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

Start Diagnostics

Charity sector news

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A Guide to Internal Financial Controls for Charities

Geoffrey Cox

Dafferns

“Dafferns eat cake for charity!”

Sophie Essex-Masmoudi

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Trustee’s obligations under HMRC’s Trust Registration Service

Karen Keeling

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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

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Creative arts tax reliefs and a post lockdown boost?

Brian Jukes

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Cyber security and data protection for charities

Deborah Austin

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Charities – audit or independent examination?

Deborah Austin

Dafferns

Covid-19 accounting issues for charities

Deborah Austin

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

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

Deborah Austin

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On the tenth day we look at Payments to Charity Trustees

Deborah Austin

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On the twelfth day we look at Managing Risk

Deborah Austin

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On the ninth day we look at Related Parties

Deborah Austin

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

Deborah Austin

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On the fifth day we look at Fundraising

Deborah Austin

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On the sixth day we look at Cyber Crime

Deborah Austin

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

Deborah Austin

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

Deborah Austin

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

Deborah Austin

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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