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Help and guidance

Our help and guidance content includes step-by-step guides, downloadable templates and interactive tools to help you run your voluntary organisation

Setting up

Learn about the practical steps you need to take to set up your own organisation

  • Setting up

Deciding to set up a new charitable organisation

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

  • Setting up

Choosing your legal structure

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

  • Setting up

Understanding charity status and registration

Find out what charity status is and if you need to register as a charity

  • Setting up

Understanding social enterprise

Find out about social enterprises and their associated legal structures

  • Setting up

A charity's governing document: What it should include

Find out what information should be included in your charity's governing document

  • Setting up

Running a charity

Guidance and tools to help you run your charity or voluntary organisation

  • Employing and managing staff
  • Setting up
  • Closing down

Governance round-up: February 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: February 2022

  • Government and politics
  • Funding and income
  • Governance

What can charities learn from the Charity Commission's Kids Company report?

  • Governance
  • Law and regulation

How we delivered a programme evaluation with partners Rocket Science

  • Impact and evaluation
  • Collaboration

The UK Shared Prosperity Fund: What needs to happen next

  • Government and politics
  • Funding and income

Charities must do more than survive, they must change too

  • Business planning and strategy

Levelling up White Paper: What it means for charities and volunteering

  • Government and politics
  • Funding and income
  • Involving volunteers

Volunteering round-up: January 2022

  • Involving volunteers
  • Funding and income
  • Safeguarding

Governance round-up: January 2022

  • Governance

The Road Ahead 2022: Finding a new practicality through uncertain times

  • Law and regulation
  • Government and politics
  • Coronavirus

Defining budgets and cashflow forecasts and writing a budget

Learn about what budgets and cashflow forecasts are and how to write a budget

  • Financial management

Budgeting: Who to involve, how to assess it and dealing with uncertainty

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

  • Financial management

Building a cashflow forecast and understanding the cashflow process

Learn about how to build a cashflow forecast and how the cashflow process works

  • Financial management

Project budgeting and full cost recovery

Guidance on budgeting for projects and recovering costs

  • Financial management

Direct costs and support costs

Learn about direct costs and support costs for single and multiple projects

  • Financial management

Cost allocation and apportionment

Learn about what cost allocation and apportionment mean and how it works in practice

  • Financial management

Full cost recovery

Learn about what full cost recovery means and what the limitations are

  • Financial management

External reporting

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

  • Financial management

Management accounts

Creating financial information that helps managers and trustees

  • Financial management

Investment

What to consider when deciding on investments

  • Financial management

APPG on Charities and Volunteering: local partnership working

Join us for a discussion on the future of partnership working between local government and civil society.

Charity trustee induction and refresher (2 x 0.5 days)

This course will give trustees an overview and understanding of charity governance, regulation and best practice

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

Special volunteering network meeting: Keep volunteering voluntary

A network open to all NCVO members working within the volunteering ecosystem. Have your say on the government's consultation on making volunteering a tool in its immigration proposals.

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation