Understanding Applicant Finances (Introduction to)

Are you a trustee or staff member of a grant-making organisation tasked with assessing applicants’ financial information but feel unsure about the details?

Whether you’re new to the role or looking to refresh your understanding, this interactive workshop, hosted by WYCAS and designed specifically for Yorkshire Funders, will equip you with the tools and confidence to navigate the financial side of grant applications.  

This session is ideal for those without a background in finance or accounting who want to better understand the financial health and sustainability of the organisations seeking grants.

What You’ll Learn:  

• How to review applicants’ accounts, focussing on registered charities, or voluntary groups
• Key financial elements to focus on, common red flags, and what they mean for your grant decisions
• A clear understanding of balance sheets, income and expenditure documents, and cashflow forecasts
• The difference between restricted and unrestricted reserves—and why it matters

Through practical examples and expert guidance, you’ll gain valuable insights to help you make informed, confident, and impactful grant-making decisions.

Join us to demystify financial assessments and bring a sharper focus to your role in supporting organisations that make a difference!

Booking Information:

1. If possible, please pay by credit card, but if you do need an invoice to pay by BACS or cheque, you will see this option listed. We will then send you an invoice directly to the person who has made the booking.
2. It is a maximum of two people per organisation at each training workshop.
3. The cost is £52.50 per person if you or your organisation is a Yorkshire Funders’ member and £100.00 for non-members. This includes the opportunity to network over lunch, which is provided.
4. You can reserve your place via Ticket Tailor here.

With thanks to our 2025-26 corporate sponsors: