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Financial management

Guidance, techniques and tools for managing your organisation's finances

  • Financial management

What's different about charity finance

Find out what makes charity finance different and how to plan appropriately

  • Financial management

Processes, procedures and controls

What controls you need to put in place to stop errors creeping into your accounting, and to reduce the risk of fraud

  • Financial management

Internal controls

Internal controls are the things you do to help manage the risk of an error or a fraud

  • Financial management

Fraud

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

  • Financial management

Audit and independent examination

The difference between audits and independent examinations and how to prepare for both

  • Financial management

Record keeping and accounting

The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.

  • Financial management

Planning and budgeting

Guidance around planning your finances and setting up budgets

  • Financial management

Writing a financial strategy

Guidance on creating a financial strategy and what you need to include

  • Financial management

Five insights about the state of the voluntary sector

Key insights about the state of the voluntary sector from our Civil Society Almanac 2022

  • Equity, diversity and inclusion
  • Responding to crises
  • Funding and income

Volunteering round-up: October 2022

  • Involving volunteers

17,000 members milestone reached in tough financial climate for voluntary sector

Today we publish our annual report and financial accounts for the year ending 31 March 2022.

  • Governance
  • Membership
  • Inside NCVO

Two new directors join NCVO as organisation announces leadership team

Two new directors join NCVO as organisation announces leadership team

  • Inside NCVO

Five reasons why understanding the law helps build safer organisations

  • Governance
  • Safeguarding

Impact round-up: Autumn 2022

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

  • Impact and evaluation

Ensuring good governance for NCVO and the voluntary sector

How NCVO's independent governance review is helping us live up to our values and the Charity Governance Code we helped create

  • Governance
  • Inside NCVO

Governance round-up: November 2022

  • Governance

Government’s economic plans will widen inequalities in communities

Sarah Vibert, NCVO CEO, responds to the Autumn Statement

  • Government and politics
  • Responding to crises

Two appointments to NCVO’s board of trustees and three key ambitions for the future

Highlights from our 2022 annual general meeting

  • Inside NCVO

Our financial position and the importance of timing

Learn more about your organisation's financial position and understanding the timings of financial challenges

  • Financial management

Insolvency and cashflow forecasts

Learn more about what insolvency means and how cashflow forecasting can help

  • Financial management

Taking control, adopting a people-centred approach and seeking professional advice

Guidance on taking control of your situation, adopting a people-centred approach and seeking professional advice

  • Financial management

Managing your energy costs

Learn about what support is available for managing energy costs and being energy efficient

  • Financial management

Key stages of collaboration

Learn about the key stages of collaboration and what they mean for your organisation

  • Collaboration

What is collaborative working?

Collaborative working, also known as joint or partnership working, covers a variety of ways that two or more organisations can work together

  • Collaboration

Benefits and risks of collaborative working

Decide whether collaboration will help you achieve your aims by learning about the potential benefits and risks

  • Collaboration

Should you collaborate?

A checklist of questions to help you decide whether to work collaboratively on a given project.

  • Collaboration

Top tips for collaboration

Tips to help voluntary organisations collaborate effectively with the right partners

  • Collaboration

The collaboration spectrum

This page explains the different ways that voluntary organisations may collaborate in order to bid for and deliver a commissioned contract

  • Collaboration

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

NCVO/Zurich webinar: Developing and embedding effective risk assessments for volunteers

Join us for an essential webinar on creating and embedding effective risk assessments to protect your volunteers and those they support

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

Tools and methods for measuring outcomes (1 day)

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

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

Recruiting volunteers (0.5 day)

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

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

Advanced project management (1 day)

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.