Funding readiness Scorecard

Kilele Agency Ltd collects your email and name to evaluate the below scorecard. By submitting this form, you agree that we can use your details to contact you regarding your results as well as occasional newsletter. You can unsubscribe at any time. We value your privacy and do not share your data. Read our full Privacy Policy for more details.

1. How many active, independent trustees does your board currently have?

2. When did your board last meet?

Less than 3 months ago

The last 3-6 months

The last 6-9 months

The last 9-12 months

3. Does your organisation have a written reserves policy?

No reserves policy

Policy states a reserves target but no rationale

Policy states a reserves target and rationale

4. Do your financial procedures require dual authorization for payments?

No, just single signatory

Our bank allows single signatory, our policy refers to dual

Dual authorisation required in policy and by bank

5. How many months of unrestricted reserves do you currently hold?

6. How much of your income is from one source?

80–100% from one source

50–79% from one source

30–49% from one source

<30% from any one source

7. Does your safeguarding policy name a Designated Safeguarding Lead and include a review date within the last 12 months?

No safeguarding policy

Policy exists but no named lead or review date

Policy exists with a review date but no named lead

Policy names lead + reviewed in last 12 months

8. Do you hold a safeguarding training log?

No training log / no training delivered

Training delivered but not logged

Training log held and training recorded in last 24 months

9. Do you have a public-facing privacy notice?

Privacy notice exists from online source

Privacy notice has been customised and published

10. If you process special category data, do you have explicit consent collected and recorded?

No consent recorded

Documented consent

We don't process special category data

11. Is your charity number clearly displayed?

Displayed on some but not all

12. If you fundraise from the public, do you have a written complaints procedure?

No complaints procedure

Procedure exists but not published

Procedure published on website

We don't fundraise from public

13. Do all staff have written employment contracts, and is Employer's Liability insurance in place?

We have staff, no contracts or no EL insurance

Contracts exist, but EL insurance needs renewal

Contracts + EL insurance in place

We have no paid staff (all-volunteer)

14. Do you have a whistleblowing policy?

No whistleblowing policy

Policy exists but not communicated

Policy exists and is communicated internally

15. Are your last 2 years' accounts and annual returns filed on time?

Late filings or not filed

Filed on time but incomplete

Filed on time, complete

16. Does your registered address and trustee list match your reality?

No—address is old or listed trustees have left

Mostly correct but 1–2 minor discrepancies

17. Do you hold Public Liability insurance?

No active PL insurance

PL insurance in place but below above level

PL insurance at above level, in date

18. Do you maintain a risk register?

Risk register exists but not reviewed in last 12 months

Risk register reviewed by board in last 12 months

19. Do you have a Conflict of Interest register, and is it declared at every board meeting?

No Conflicts register

20. If any trustees or staff have financial connections to suppliers, are these declared and managed?

Connected parties exist, not declared

Conflicts declared but no ongoing management process

Conflicts are declared and managed with evidence

No connected parties

Kilele Agency Ltd collects your email and name to evaluate the below scorecard. By submitting this form, you agree that we can use your details to contact you regarding your results as well as occasional newsletter. You can unsubscribe at any time.We value your privacy and do not share your data. Read our full Privacy Policy for more details.