Friday, 23 September 2016


 PAVO 2016 Conference and AGM 
8 November 10am – 3.30pm
 Cefn Lea Conference Centre, Newtown SY16 4AJ
We trust you will be able to be with us for our Annual Conference and General Meeting and that you will cascade this information through your organisation and via your networks.
 The theme of the conference is
The third sector role in Powys 
 There is increasing interest and commitment to ensuring that people and communities are supported to become more resilient and to prevent the need for more substantial support and help. 
The third sector has always been active in offering prevention & early intervention support. This conference seeks to further the cooperation and partnership between organisations and with public sector partners in relation to Powys’ citizens and communities. 
The afternoon session will provide an opportunity to influence specific strategies and plans currently being developed in Powys. 
Invitations will follow in due course. 

Nodyn dyddiadur
 Cynhadledd a ChCB PAVO 2016 
8 Tachwedd, 10.00am - 3.30pm
 Canolfan Gynhadledd Cefn Lea, Y Drenewydd SY16 4AJ
 Hyderwn y medrwch bod gyda ni ar gyfer ein Cynhadledd a Chyfarfod Cyffredinol Blynyddol ac y byddwch yn dosbarthu'r wybodaeth hon drwy eich sefydliad a thrwy eich rhwydweithiau.
 Thema'r gynhadledd yw
 Rôl y trydydd sector ym Mhowys
 Mae diddordeb cynyddol ac ymrwymiad i sicrhau bod pobl a chymunedau yn cael eu cefnogi i fod yn fwy gwydn ac i atal yr angen am gefnogaeth a chymorth mwy sylweddol.
Mae'r trydydd sector wastad wedi bod yn weithgar yn cynnig atal a chefnogaeth ymyrraeth gynnar. Mae'r gynhadledd hon yn ceisio hybu cydweithrediad a phartneriaeth rhwng sefydliadau a gyda phartneriaid yn y sector cyhoeddus o ran dinasyddion a chymunedau Powys.
 Bydd sesiwn y prynhawn yn gyfle i ddylanwadu ar strategaethau a chynlluniau penodol sy'n cael eu datblygu ar hyn o bryd ym Mhowys.
 Bydd gwahoddiadau dilyn maes o law.

Thursday, 22 September 2016


7-13 November 2016 sees the annual Trustees Week.

Trustees’ Week is an annual event to showcase the great work that trustees do and highlight opportunities for people from all walks of life to get involved and make a difference.
The focus in 2016 is Stronger Charities through Good Leadership and organisations are focusing on sharing their training, both live and online, and much of it for free.
Go to:

Wednesday, 21 September 2016

Charities at risk of financial difficulty - proactive review

Charities at risk of financial difficulty - proactive review

The Charity Commission’s objectives include to ensure trustees comply with their duties and to increase public trust and confidence in charities. The closure of a number of charities in recent months has highlighted the importance of trustees managing financial difficulties well, the public interest in charities (particularly high profile charities) that collapse due to financial difficulties and the negative impact this can have on public trust and confidence in charities more widely.
In response, the commission:
  • carried out a proactive scrutiny and review of various charity accounts that signal they may be in financial difficulty
  • included the theme of charities at risk of financial distress in its programme of proactive monitoring and inspection visits
The 2 reports contain details of wider lessons for trustees of other charities. We would also encourage trustees to refer to the commission’s range of financial guidance:
  • Managing a charity’s finances: planning, managing difficulties and insolvency (CC12) provides advice for charities that are facing financial difficulties and how they can reduce the risk of insolvency
  • Collaborative working and mergers: an introduction (CC34) provides information about the factors you need to think about when working in partnership or merging with other organisations - charities that work together can operate more efficiently, deliver better services and save money
  • Charity reserves: building resilience (CC19) provides a guide to what charities need to consider when thinking about the levels of reserves they hold and describes what to think about when drafting a reserves policy
  • Users on board: beneficiaries who become trustees (CC24) provides advice on how to manage charity assets and resources, including cash and investments, staff and volunteers
  • Internal financial controls for charities (CC8) provides guidance on managing a charity’s financial activity and using internal controls to reduce the risk of loss
  • Trustees can also use Charity governance, finance and resilience: 15 questions trustees should ask as a helpful starting point to consider the health of their charity
(Source: Charity Commission)  

Take early steps to manage financial difficulties, Commission reports show

The Charity Commission (‘the Commission’) today published 2 reports which show that trustees who take early, pragmatic steps to actively identify and manage their financial difficulties will secure better outcomes for their charities and their beneficiaries. The reports have been published as part of a proactive project exploring the financial resilience of the charitable sector and identifying wider lessons for charities who may be experiencing financial distress.
Following the closure of a number of charities in recent months, some of which have been high profile, the Commission undertook a programme of work to test the resilience of the charity sector. The Commission identified a total of 94 charities with incomes of over £1 million, totalling over £462 million, whose auditors highlighted that they may be in financial difficulty. The regulator reviewed the accounts of these charities to assess the reasons why the charities were in financial difficulty and the actions that the trustees were taking in response. The regulator also undertook moredetailed monitoring and compliance visits to a further 10 charities, selecting 5 of those from the list of 94 and a further 5 from reports suggesting that the charities were in financial distress.
The reports highlight a number of key themes and wider lessons for other charities. These include that:
  • the case studies demonstrate that early steps to address financial difficulties and confront them pragmatically minimised the risk to beneficiaries
  • charities have a number of different options to explore including the possibilities of mergers and collaborations to achieve positive outcomes despite their financial difficulties
  • the future outlook for charities remains challenging (see endnote 1); trustees must stay alert to the risks of financial distress and manage them actively
The launch of the reports today form the start of a Commission campaign to communicate the wider lessons for charities. The aim will be to better equip trustees and senior staff with the tools and information they need to deal with the financial difficulties they may be facing. The Commission will be working with sector bodies and other technical experts to update its guidance for charities and explore new ways to improve its accessibility and reach.
Paula Sussex, Chief Executive of the Charity Commission, said:
The economic reality for charities across the UK is a challenging one. But trustees will better serve those they need to support by exploring mergers and collaborations, diversifying income streams or taking other steps to manage those difficulties at an early stage. A head-in-the-sand approach raises concerns about the ability of trustees to run their charities effectively. Charities should not take unmanaged risks, but the risk of doing nothing is only too real and the consequences can be devastating, particularly where vulnerable beneficiaries are involved.
The Commission cannot save individual charities in financial distress but we are alert to the risks facing charities in the current climate. We have a responsibility to ensure trustees have the right tools at their disposal to tackle these issues head on and will work with charities to improve our financial guidance and its accessibility to trustees in the coming months.
Our guidance Managing a charity’s finances: planning, managing difficulties and insolvency (CC12) provides advice for charities that are facing financial difficulties and how they can reduce the risk of insolvency. Charities should also consider our guidance on Collaborative working and mergers: an introduction (CC34).
The full Accounts monitoring report and Group case report are available on GOV.UK.
(Source: Charity Commission)

Tuesday, 20 September 2016

Trustee & Governance training

Did you know that PAVO offers a wide range of low cost training on trusteeship and governance?

We recently delivered a course to the Quilt Association in Llanidloes, and this is what they had to say:

"The PAVO trustee and governance training was particularly useful at The Quilt Association as we have recently taken on 4 new trustees. It worked well both to enhance our individual skills and also as a team building exercise. And we appreciated having a bespoke session where issues specific to our group could be discussed in more detail than might be appropriate in a mixed group. We have decided, as a result of the session, to review our organisation's constitution to bring it up to date, and will also look at further developing our trustee induction programme."

Quilt Association Trustees at the training day

For more information about the training avaiailbe go to:

or contact PAVO on 01597 822191.

Thursday, 15 September 2016

Charity accounting templates: accruals accounts (CC17) - SORP FRS 102

Templates for completing a charity's accruals accounts by charitable activity for accounting periods beginning on or after 1 January 2015.

(Source: Charity Commission)

Trustees' annual report template (SORP FRS 102)

A pro-forma charity trustees' annual report.

(Source: Charity Commission)

Independent examiner's report template (SORP FRS 102)

Designed for independent examiners of charity accounts, this template is available in PDF and MS Word formats.

(Source: Charity Commission) 

Free guide for talking to trustees about communications published

Free guide for talking to trustees about communications published: CharityComms has published a new guide to help improve the relationship between charity communications professionals and the board.

Charity trustees can suffer from ‘dysfunctional politeness’, says Association of Chairs chair

Charity trustees can suffer from ‘dysfunctional politeness’, says Association of Chairs chair: Some trustees are guilty of “dysfunctional politeness” because they fear appearing disruptive at board meetings, according to the chair of the Association of Chairs, Ruth Lesirge.

Commission case reports examine financial resilience

There's been a really interesting press release from the Charity Commission today, that follows on nicely from our Trusty Trustee event yesterday, and the 15 Key Questions presentation.

The commission has been exploring the financial resilience of the charitable sector and identify wider lessons for charities who may be experiencing financial distress. Case reports have been published on two charities that were indentified as being at risk of financial distress, including potential insolvency.

Michelle Russell, Director of Investigations, Monitoring and Enforcement at the Charity Commission, said:
“The commission’s work looking at charities in financial distress has identified the importance of trustees being aware of their duties and responsibilities as trustees and the need to be proactive. These 2 case reports show the importance of trustees acting quickly and identifying potential options when confronted with financial difficulties. Trustees had to take tough decisions but by addressing these head on and having frank discussions, they were able to make decisions in the best interests of their charities. We hope that charities in similar positions can learn from these reports.
“Trustees should regularly review their charity’s financial health and have robust procedures for managing charity finances. Trustees can use our 15 key questions’ documents as a helpful starting point to consider the health of their charity.”
Our guidance Managing financial difficulties and insolvency in charities (CC12) provides advice for charities that are facing financial difficulties and how they can reduce the risk of insolvency.
The case reports are available on GOV.UK.
(Source: Charity Commission) 


Our Trusty Trustee Roadshow was a great hit with those that attended yesterday!

It was a packed agenda with presentations on given on the '15 key questions' document by the Charity Commission, reading charity accounts and microvolunteering.  Workshops were held on real life organisation scenarios facing difficulties and issues - this prompted lots of debate!

We launched our exciting Big Lottery funded 'Future Fit Powys' project which is specifically targetting support for trustees.

We also did a live demonstration of the PAVO funding portal, which is available exclusively to PAVO members.

We were also joined by Sarah and Rachel, Funding Officers at the Big Lottery who gave a presentation on their current funding streams.

The day was rounded off with advice sessions manned by PAVO Development Officers and Big Lottery Officers.

All in all a busy useful day.  This quote sums it up nicely:

"The content of the day was very useful and can / will be used back at work.  Thank you PAVO for an excellent event"  

Thursday, 8 September 2016

Mistakes made by sector...

HM Revenue & Customs has published a list of the most common tax mistakes made by charities, as part of the work of its Charities Outreach Team.
The statistics from the outreach team have been published by the Charities Tax Group, show that the main error made by charities in relation to their taxes revolves around organisatons changing personnel or appointing new employees, without changing their details or letting HMRC know.
The second most common mistake made by charities, according to HMRC, is “claiming excessive Gift Aid Small Donations Scheme (GASDS)”.

Monday, 5 September 2016

The five major risks all charity board members need to think about

Law Commission consults on trust corporation status and changing purposes

Law Commission consults on trust corporation status and changing purposes: The Law Commission is consulting on proposals to make it easier for incorporated charities to achieve ‘trust corporation’ status which allows them to sell land they hold in trust.


Trusty Trustee Roadshow
Future Fit Powys
Everything you need to know if you are a trustee, a director, a board member or management committee member in the third sector  
Come along to our roadshow on:
Wednesday 14th September 2016
Crossgates Village Hall
10am - 4pm
For a fun, informative, interactive day looking at charity accounts, governance workshops, PAVO’s new Trustee Project, BIG Lottery presentation, and much more besides……..

Miss it, miss out!
To book a place go to:

Sioe Deithiol Ymddiriedolwr Dibynadwy
Dyfodol Heini Powys
Popeth rydych angen ei wybod os ydych yn ymddiriedolwr, cyfarwyddwr, aelod o’r bwrdd neu
bwyllgor rheoli yn y trydydd sector
Dewch draw i'n sioe deithiol:
Dydd Mercher 14 Medi, 2016
Canolfan Gymunedol Y Groes (Crossgates)
10:00yb - 4:00yp
Diwrnod rhyngweithiol llawn hwyl a gwybodaeth, yn edrych ar gyfrifon elusennau, gweithdai llywodraethu, Prosiect Ymddiriedolwr newydd PAVO, cyflwyniad gan y Loteri Fawr, a llawer mwy ......

Peidiwch colli allan!
I archebu lle, ewch i: