A selection of guidelines, policies and procedures.  View the finance library index.

General

• Principles of budgeting Aide-Memoire
• Criteria for Building Fund Grants and Loans
• Financial Accounting Principles
• Funding for Attendance on Courses and Conferences
• Gift Aid Guidelines
• CEQ Reserves Policy (Central Funds)
• Correct application of charitable funds
• Guidelines for handling cash collections
• Authorising changes to bank accounts
• Advice to Friends on ethical banking
• Guidelines on Reserves Policies (for Local Meetings/Branches)
• Guidelines for Treasurers re GDPR

Investments

CEQ investment policy

Priory Rooms

• Background to the development of Priory Rooms
• Priory Rooms Lettings Policy
• Priory rooms Refreshments Policy
• Use of Priory Rooms by Quaker Groups
• Use of Priory Rooms by other Religious groups
• Priory Rooms Bookings for CEQ