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Causeway u3a 
Finance matters

Finance matters

Third Age Trust guidelines

  • Finance matters
  • Financial policy template
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Charity Commission guidelines

  • All guidance
  • Running your charity
  • Monitoring and compliance
  • Fundraising
  • Reserves policy

Financial administration

  • Expenses policy
  • Expenses claim form (pdf)
  • Expenses claim form (excel)
  • Expenditure policy
  • Fee refund policy (draft)
  • Guidance for grant applications
  • Fee income return form
  • Activities costing & records
  • Proforma Invoice for suppliers (pdf)
  • Proforma Invoice for suppliers (excel)
  • Holidays and day trips
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  • How to pay membership fees


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List of Services

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Other information

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