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Templates

Tool

Downloadable financial procedures manual templates for charities and voluntary organisations.

This page is free to all

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.

This page was last reviewed for accuracy on 18 May 2022

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