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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

Employing and managing staff

Practical guidance to help you recruit, manage and develop paid members of staff, including a useful introduction to employment law

  • Employing and managing staff

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

  • Governance

Segregation of duties

A basic building block of internal control

  • Governance

Exercising budgetary control and monitoring

Putting together a properly costed plan, and then using it to monitor progress

  • Governance

Controls on income

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

  • Governance

Controls on expenditure

Guidance for using NCVO's control on expenditure manual templates

  • Governance

Investment and borrowing

Guidance for using NCVO's financial procedures manual templates - investment and borrowing section

  • Governance

Controls on financial assets and record keeping

Guidance for using NCVO's financial procedures manual templates - controls on financial assets

  • Governance

Controls on human resource costs

Guidance for using NCVO's financial procedures manual templates - human resources

  • Governance

Controls on physical assets

Guidance for using NCVO's financial procedures manual templates - controls on physical assets

  • Governance

Templates

Downloadable financial procedures manual templates for charities and voluntary organisations.

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

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

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

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

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