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Organisational Financial Literacy Hub


Sage Foundation NPO Success

Helping you and your organisation succeed with the tools, support and resources you need.

What is Organisational Financial Literacy?

Organisational Financial Literacy (OFL) means having the tools, capacity and expertise to be able to manage organisational finance. Please read the Whitepaper and Infographic to learn more about OFL and how it can help you and your organisation.

Financial Checklist

This checklist is a simple tool to help you assess your current financial practices within your organisation. Download the relevant checklist below and use it as often as you like to measure your progress over time.

Expert training

We’ve been partnering with several organisations to create learning opportunities to support non-profits better and are pleased to announce free 90-minute webinars on Accounting and Financial Statements for UK Non-Profits, brought to you by Color Accounting. Please visit the links below to learn more and sign up:

Date Event details Location Country
12 April 2021 Introduction to Accounting and Financial Statements for Non Profits > Online UK
10 May 2021 Introduction to Accounting and Financial Statements for Non Profits > Online UK
7 June 2021 Introduction to Accounting and Financial Statements for Non Profits > Online UK
12 July 2021 Introduction to Accounting and Financial Statements for Non Profits > Online UK

Course description: this free 90-minute seminar will help you to understand the mechanics of accounting and the structure of financial information, bringing the language of accounting to life with logical and intuitive examples. Whether you already know these concepts or are just getting started, you'll learn how to better communicate financial concepts to trustees and staff, enabling them to understand the finance function within your organisation and how it directly relates to your mission.

Articles and advice for NPOs


Read articles and advice on Organisational Financial Literacy.

Financial planning: How non-profit organisations can get it right

Financial planning: How non-profit organisations can get it right

Financial planning is an important area for non-profit organisations to get right. Read this to learn how your NPO can improve in this area.

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Applying for funding: What non-profit organisations need to do

Applying for funding: What non-profit organisations need to do

Applying for funding such as grants if you're a non-profit organisation is a learnable skill. Here's some guidance on how to win more bids.

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How to manage the finance function at a non-profit organisation

How to manage the finance function at a non-profit organisation

Understanding Organisational Financial Literacy is critical to managing your NPO's finance function. Here are the processes to understand.

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Why keeping good financial records is important for non-profit organisations

Why keeping good financial records is important for non-profit organisations

Discover how your non-profit organisation can get up to speed with managing financial records and how accounting software can better empower your mission.

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