How to Perform an Annual ‘Health Check’ for the Charity Sector

Introduction

Is your client’s charity ready to face potential challenges head-on? Many issues that charities encounter can be anticipated with some thoughtful planning and preparation. But with the constant demands of running day-to-day operations, it's easy for the focus to shift solely toward delivering services and securing the resources to keep things going.

What if you could catch potential problems before they arise? Just like an annual MOT for a car, a yearly ‘health check’ for your client’s charity could save you time, resources, and stress down the road. By conducting a thorough evaluation, you can identify key areas that need attention, helping to safeguard your charity’s long-term success.

This webinar is designed specifically for lawyers advising charities, offering a comprehensive guide to conducting a yearly review. You will learn how to ensure your charity client is fully up-to-date on compliance and regulations, and prepare for unexpected challenges.

Do not let overlooked issues become costly setbacks. Register now for this invaluable session and equip yourself with the tools to help your charity clients stay on track and thrive.

What You Will Learn

This short webinar will cover the following:

• The 10 areas that cause the majority of problems in charities
• How to prioritise reviewing these areas without disturbing day to day activity
• Explain why a health check will aid fundraising for the charity
• Ways to get buy-in from trustees and senior leadership
• How to use this tool to illustrate the effectiveness of the charity’s work

This webinar was recorded on 7th January 2025

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.