Resources/Guides

How to develop a Marketing Strategy that is appropriate for your social enterprise.

What to think about when setting up a bank account for your social enterprise.

Understanding your social enterprise’s culture, how to shape it and the factors that influence it.

What is collaboration and the behaviours and skills to achieve it in your organisation.

How to work out your cash flow, and why it’s important to understand it.

How to calculate the point when your enterprise will reach the break-even.

The Place Standard tool is a way of assessing places – whether well-established, undergoing change, or being planned.

Good-practice principles designed to improve and guide the process of community engagement. Link to Scottish Community Development Centre.

Summary guidance for community groups and organisations looking to take ownership of assets currently controlled by local authorities. Link to Scot Gov.

Procedure to transfer assets to community organisations wishing to take them over for the benefit of their community. Link to D&G Council.

These statutory duties are owed by each director to the company and form the basis of what being a company director is all about. Link to Gov.uk.

Guidance on the law around fundraising and how the self-regulation system works in Scotland and rest of the UK. Link to OSCR.

This Guide looks at the main ways a charity can trade and what charity trustees need to consider. Link to OSCR.

It is a legal requirement for all charities to send a copy of their accounts to OSCR. What do you need to send?

Changes that need consent from OSCR, those that require notification, and others you can just make. Link to OSCR.

Discover the elements that, when handled properly, make for good governance in a charity or third sector organisation. Link to OSCR.

Meet legal requirements, ensure your charity is well-run, and avoid some of the common problems that can arise. Link to OSCR

Voluntary or unincorporated association: a further guide to help you decide on the structure of your organisation. Link to SCVO.

A detailed guide to make yourself familiar with the duties and liabilities associated with the role of being on a Governing Body. Link to SCVO.

To be a Scottish charity or a charity registered in Scotland your organisation must pass the charity test. Link to OSCR.

Guidance aimed at anyone who is considering setting up a charity, particularly those interested in becoming a SCIO. Link to OSCR.

An organisation can only become a charity if it meets the ‘charity test’, meaning that it must show it has only charitable purposes and benefits the public. Link to OSCR.

There are benefits that come with being a charity but you need to balance these against the legal obligations that come with being a charity.

This tool kit has been developed to help third sector organisations identify actions which need to be considered at different stages of a crisis.

The charter demonstrates a commitment to providing a safe, supportive environment for volunteers and recognises the value they bring to an organisation.

The volunteering strategy documents how Third Sector Dumfries and Galloway will develop and support volunteering.

Easy read version of Third Sector Dumfries and Galloway’s volunteering strategy.

Make your organisation volunteer ready with this simple action plan and target dates for your organisation.

Make sure you have everything in place if you are thinking of recruiting volunteers.

A guide on for organisations on creating a Volunteer Role description and what details it should include.

The aim of a volunteer specification is to help make a good match between a person and a volunteering role.

The policy sets out the way an organisation recruits, manages, and values volunteers who support its work.

An example of an agreement between a volunteer and a third sector organisation that can be tailored to suit.

A checklist of what should be considered to help a third sector organisation welcome a volunteer successfully.