(a charitable company limited by guarantee)
Registered Charity No. 1054914
Company Number 3182826
Full members of CFDG are the people employed by a Charity with responsibility for financial management. They are also members of the Company and have full voting rights. If another person joins from the same charity they are termed “Secondary Members”, pay a lower, or no, subscription but have the same rights and services. Other classes of member are Associates, CRN members and Honorary members who are not members of the Company.
Subscribers of CFDG are individuals working for professional or commercial suppliers who are active in charity finance and other related matters. They are essential for the work of CFDG and we value their support enormously. They are not members of the company and their number may not exceed 10 per cent of the number of voting members.
Full details of membership are always available on our website, and application forms can be downloaded.
The Board of Trustees has reviewed during the year an assessment of the risks to which the charity is exposed, particularly business, operational and financial risks, and introduced procedures and reporting regimes to manage and reduce the identified risks. Trustees have agreed clear lines of delegation and authority to staff and have involved staff in recognition of risk in all their activities.
In last year’s risk assessment the trustees identified two main areas of risk. Firstly the lack of long-term regional strategy and ongoing staff support to develop the regions. This was met during the year by the appointment of Lindsay Derry our new – part-time – Regional Development Manager. The second main risk was financial viability, which is essential if CFDG is to develop. It was with a view to building reserves that the Trustees set a budget for the year with a projected surplus of £40,000 on unrestricted funds. However as a result of our very successful year for recruitment and events we achieved a surplus of over £90,000, therefore bringing our free reserves into line with the reserves policy.
The Chief Executive has responsibility for planning and developing the services and strategies for CFDG within clear policies and protocols set by the Trustees. The Chief Executive ensures that the staff team is recruited and supported to provide the skills and expertise needed to run a successful organisation and that the values of CFDG are observed. The Chief Executive has direct line management of the Policy and Campaigning, and Regional Development work.
The Deputy Chief Executive has operational responsibility for Membership and Information and Training and Events and has particular responsibility for the IT systems used by CFDG. He is also the Finance Officer and runs our accounting systems.
The Membership and Information Team is lead by Mike Dykes who is supported by Margaret Waterfield. Responsibility for the membership database and Charities Resource Network (CRN) rests with the Membership and Information Team, with Tom Steel as Website and Information Officer.
The Marketing and Events team is lead by Susanne Kendler who is supported by Charlotte Giles (Training and Events Officer) and Wai-Han Wong (Marketing and Events Administrator).
The Policy Officer, Sophie Chapman, moved to a new post in April 2005 and her successor was not finally recruited until January 2006, when Ernese Skinner joined the team. The new part-time post of Regional Development Manager – agreed at the March 2005 Board meeting – was filled in October 2005 by Lindsay Derry.
Page 12 - Annual Report and Financial Statements 2006