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Research & publications

Deloitte produces informative research, relevant studies, publications, surveys and reports across all industry sectors. We have a dedicated team of research professionals, senior consultants, academics and technology partners

In the Charities and Not for Profit team we publish articles, surveys and other publications, ranging from annual surveys to regulatory issues - all provide a great source of information on the challenges and development of this sector.

Charities and Not for Profit Group

Charities and Not for Profit Group Charities and Not for Profit Group
Information about Deloitte’s Charities and Not for Profit Group.

Benefits

  ECO FLEX cars lite
Details of our Flex Cars Lite scheme.
   
SMART miles - Tax cash allowances SMART miles - Tax cash allowances
A SMART Miles arrangement can deliver valuable cost efficiencies that provide savings for you as an employer and your employees.

Finance

Restructuring Charities and Not for Profit Organisations Restructuring Charities and Not for Profit Organisations
Charities need good visibility on their performance and liquidity levels so that they can make proactive strategic decisions. They also need to remain nimble so that they can respond to financial pressures and re-align their operations as the need arises. At Deloitte we have all the skills you need to support you in assessing your options, engaging with stakeholders and developing and implementing an action plan to help you achieve your aims.
   
Finance transformation for charities Finance transformation for charities
An effective finance department is fundamental to an organisation’s strategic objectives.
   
Finance transformation for charities Granular data-driven insights
Are you using your data to derive insights and inform business decisions?
   
Treasury advisory for charities Treasury advisory for charities
Is your charitable income protected and working as hard as it should?
    

General topics & Updates

Charities and Not for Profit Group Strategic reports for charitable companies
The Companies Act 2006 has been revised and now requires all large and medium sized companies to prepare a strategic report for periods ending on or after 30 September 2013. The Charity Commission (CC) and the Office of the Scottish Charity Regulator (OSCR) published guidance in January to help trustees of charitable companies comply with this new requirement.
   
Surveying investment in the charity sector Surveying investment in the charity sector
The first Deloitte annual survey of investments in the charity sector provides a benchmark guide for charities. This report looks at how charities meet their statutory reporting obligations and also the investments they hold.
   
Determined, realistic and focused Determined, realistic and focused
Provides analysis of the pressures, challenges and priorities on our local public services. Deloitte commissioned Ipsos MORI to capture the attitudes of the people who run them.
   
PULSE quarterly newsletter PULSE quarterly newsletter
   
Life is change - Growth is optional Life is change - Growth is optional
How charities can succeed in a changing environment.
   
An update on issues facing the Charity and Not for Profit Sectors An update on issues facing the Charity and Not for Profit Sectors
   
A little local difficulty A little local difficulty
The challenges of making localism work.
   
Mergers, acquisitions & collaborative workings in the charity & not for profit sectors Mergers, acquisitions & collaborative workings in the charity & not for profit sectors
    

Fraud

Countering fraud in charities Countering fraud in charities
Charities need to ensure adequate and effective controls to minimise the risk of fraud.
    

Governance

Restructuring Charities and Not for Profit Organisations Restructuring Charities and Not for Profit Organisations
Charities need good visibility on their performance and liquidity levels so that they can make proactive strategic decisions. They also need to remain nimble so that they can respond to financial pressures and re-align their operations as the need arises. At Deloitte we have all the skills you need to support you in assessing your options, engaging with stakeholders and developing and implementing an action plan to help you achieve your aims.
   
Good governance (in association with The Code Funding Group) Good governance (in association with The Code Funding Group)
Good governance to all sectors is important. Each trustee member needs to embrace its values and apply them.
   
Resourceful leadership Resourceful leadership
Leading for outcomes in a time of shock.
    

Internal Audit

Internal audit for charities Internal audit for charities
A valued internal audit function can help you deliver your strategic objectives more efficiently and effectively.
    

Regulation, reporting and surveys

Surveying trustees’ annual reports in the charity sector Surveying trustees’ annual reports in the charity sector
Time for change.
   
Telling your story Telling your story
Surveying Trustees’ Annual Reports in the charity sector.
   
Charitable incorporated organisations Charitable incorporated organisations
A guide to establishing your charity as a CIO.
   
A better regulatory framework? A better regulatory framework?
   
Gaining public confidence Gaining public confidence
Surveying trustees' annual reports in the charity sector
   
Surveying the sector Surveying the sector
An annual review of Charitable Trustees’ Annual Reports
    

Risk

Restructuring Charities and Not for Profit Organisations Restructuring Charities and Not for Profit Organisations
Charities need good visibility on their performance and liquidity levels so that they can make proactive strategic decisions. They also need to remain nimble so that they can respond to financial pressures and re-align their operations as the need arises. At Deloitte we have all the skills you need to support you in assessing your options, engaging with stakeholders and developing and implementing an action plan to help you achieve your aims.
   
Enterprise risk management for charities Enterprise risk management for charities
Read how to take risk management to the next level to support organisational performance and growth.
    

Social Investment

    

Tax

CIPFA’s new tax advisory services CIPFA’s new tax advisory services
The cost-effective solution to your tax related needs.

Our articles

2013

2012

2011

2010

2008       

Our publications

  • PULSE quarterly newsletter
    This quarterly newsletter will be used to debate and discuss items of interest, with contributions from both Deloitte and experts in the wider business industry.
  • A Summary of Indian Regulations Related to Social Investment into India
    This publication focuses on investment in social welfare organisations in India. The report is from a US investors perspective, the general principles would equally apply to UK entities.
  • Charitable Incorporated Organisations
    A guide to establishing your charity as a CIO.
  • CIPFA’s new Tax Advisory services
    We’re very excited to announce the launch of our new CIPFA Tax Advisory Service, developed in partnership with Deloitte to help finance professionals like you navigate the complex public services tax landscape.
  • Gaining public confidence
    Surveying trustees' annual reports in the charity sector.
  • Emerging partnership models between business and the third sector
    Progressive businesses now want more than simply to be seen as “doing their bit”.
  • An update on issues facing the Charity and Not for Profit Sectors
    The Charity and Not for Profit sectors (the sectors) have had more than their share of accounting and legal developments in the last decade or so.
  • A little local difficulty - The challenges of making localism work
    This publication examines the challenges around implementing the new Government’s localism and decentralisation agenda, drawing on evidence provided by local authority chief executives across England.
  • Surveying the sector
    An annual review of Chartable Trustees' Annual Reports.
  • Mapping care of older people
    Private and third sectors dominate.
  • Policy options for reducing child poverty
    A joint report with Barnardo's.

Useful links

  • Meet the team
  • In the press
  • Research & publications
  • Careers
  • Contact us
  • Case Studies

Related links

  • The Deloitte CFO Survey: 2013 Q1 results
    Graphical illustration of the impact of recent macroeconomic and financial uncertainty on CFO sentiment and business strategies.
  • More than just giving
    Analysis of corporate responsibility across UK firms
  • iGAAP newsletters
    Quarterly newsletters which assists in the implementation of International Financial Reporting Standards.

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