Templates
Tool
Downloadable financial procedures manual templates for charities and voluntary organisations.
You have members access
Use these templates to help you write your manual.
Read our step-by-step guidance before you complete them. You may not have all the information you need, so make a list of what you need to find out, then come back to the templates when you’re ready.
All of the headings in the template are a guide – you should change or rearrange them to suit your organisation.
