Charitable Institution - Full secretariat duties
The problem
This organisation had been fully administered for a number of years by the staff of one of the Livery Halls in London. However, over the past few years getting suitable staff with the correct or wide ranging skills to undertake the full range of requirements for a reasonable cost was becoming harder. Standards were falling and something needed to be done to protect the Trustees.
The research
The Treasurer undertook to find and interview a number of potentially suitable organisations who could provide a wide range of services including, providing accounting suitable to meet the Charity Commissioners requirements, produce management accounts that non accountants could understand, design and update the website, evaluate applications for grants, make the grant payments, fully service the trustees meetings with agenda, reports, accounts, take minutes and on top of all this, organise a black tie fundraising dinner for 1000 people in a Park Lane hotel.
The solution
Following the tender process and a few enquires of existing clients by the Treasurer an appointment was made for a three year term. The Trustees are now very pleased to inform anyone that they made the right decision in moving away from what had always been done and without anyone questioning the results to outsourcing it to a professional organisation who specialised in that type of work, providing a high standard of delivery and value for money.
To see how we could assist your organisation call 0800 091 3750