Toolkit Launch: Improving Records Management in Charities

15th June 2017, 15:30-18:30

The British Academy, 10-11 Carlton House Terrace, St. James’s, London SW1Y 5AH

What records do charities need to keep? How long should they be retained? What legislation and regulations on record keeping do charities need to comply with?

We invite you to learn more about these topics at the launch of a new toolkit to help charities and voluntary organisations improve records management.

Record keeping is an important but often overlooked part of running or working in a voluntary organisation. It is vital for good governance and necessary for complying with the wide range of regulations that apply to voluntary organisations in England and Wales. Good record keeping can help you tell people who you are, what you do and why donors and the public should trust you. However, many organisations find it hard to know quite what the state of their records is and what do to with them. There is a lack of advice, training and knowledge about record keeping and a bewildering array of different regulatory requirements.

About the event

At this event we will preview this new toolkit and hear from experts in voluntary sector records management. There will be a keynote address from Bruno Longmore of National Records Scotland.

This event is free to attend and open to anyone with an interest in the voluntary sector, including staff, volunteers and trustees of charities.

We will end with a networking session and a glass of wine to celebrate this launch.

About the toolkit

The toolkit takes the form of self-assessment tools and set of guidance to implement an improvement plan. It does not assume that a perfect system for managing records and information can be implemented straight away. Instead, it offers tools and guidance to help continuous improvement of an organisation’s practices, policies and processes.

The toolkit was produced by the British Academy Research Project ‘Digitising the Mixed Economy of Welfare in Britain’ in partnership with Charity Finance Group. The work was funded by a UCL Public Policy Engagement Grant.

To attend please register here.