Charities and not for profits
127 years advising charity and not for profit clients across Coventry and Warwickshire
The Dafferns Charity specialists
View the team
Geoffrey Cox
Corporate and Charity Services Partner
Lucy Hatton
Corporate and Charity Services Director
Brian Jukes
Corporate Tax Partner
Emily Ball-Goldfinch
Corporate Services Senior Manager
Emma Leech
Corporate Services Manager
Daniel Walsh-Smith
Corporate Services Assistant Manager
Richard Miller
Strategic Services Lead
Our clients in the charity and not for profit sector include
- National and regional charities
- Not for profit companies limited by guarantee and charitable incorporated organisations (CIO)
- Significant endowed and grant-giving charities
- Charitable membership organisations, facing the demands of meeting their obligations to members whilst complying with corporate and charitable legislation
- Charities providing care and support in the social, health and educational fields
How we can help
- Strategic advice and support for the Trustees and Managing Board
- Advice on regulations and reporting including the Charities Act, Charities SORP and companies’ legislation
- Statutory audit and independent examination of charities’ financial statements (unincorporated and incorporated)
- Assisting the Trustees/Management team fulfil their obligations including risk assessment and training
- Outsourced day to day accounting and management accounts, IT advice, including choice of and tailoring of management information systems to meet the Trustees’ and wider stakeholders’ needs
- Practical advice on all aspects of taxation including VAT
Dafferns are Charity and Not for Profit specialists in Coventry and Warwickshire, with a wealth of knowledge and experience in the sector, advising a substantial number of high profile charity and not for profit organisations
Geoffrey Cox – Charity Reporting Partner
