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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

Latest findings suggest shift from formal volunteering during pandemic

Latest research showcases a mixed picture on the time and the availability of volunteers. According to the latest results of the Covid-19 Voluntary Sector Impact Barometer, 40% of the 710 respondents have experienced a decrease in the amount of unpaid tim

  • Coronavirus

NCVO predicts better than expected year-end financial position and announces new leadership team

NCVO is predicting better than expected year-end financial results for 2020-21 and has today announced a new leadership team who will work with interim CEO Sarah Vibert and the board of trustees.

  • Inside NCVO

Latest research reveals mixed impact of pandemic on volunteering numbers despite more positive outlook, increased diversity and rise of the digital volunteer

Ahead of the launch of Volunteers’ Week 2021, 1-7 June, new research has revealed a far more mixed impact from the pandemic for charities and volunteer numbers than many headlines have suggested.

  • Coronavirus

Volunteers' week 2021: A time to say thanks to all volunteers during the pandemic

The theme of this year’s Volunteers’ Week is ‘A time to say thanks’. The aim of the week is to encourage recognition of the efforts of people from all walks of life around the UK who took the time to volunteer and make a huge difference to their communiti

  • Involving volunteers

Majority of charities have plans in place to address equality, diversity and inclusion, but impact of pandemic and resources are barriers to increasing diversity

The latest research from the covid-19 voluntary sector impact barometer reveals that while the majority of charities and voluntary sector organisations have drawn up plans to address equality, diversity and inclusion (EDI) issues in their workplace

  • Equity, diversity and inclusion

Governance and board update from Priya Singh, chair, on behalf of the board of trustees

Governance and board update from Priya Singh, chair, on behalf of the board of trustees

  • Inside NCVO

NCVO and ACEVO join forces to support charities on flexible working

A new working group to look at the issue of flexible working in the charity sector is being launched by membership bodies NCVO and ACEVO with support from Starfish Search, an executive search firm

  • Employing and managing staff

New survey shows 81% of charities changed how they use digital technology during the pandemic

The latest research from the Covid-19 Voluntary Sector Impact Barometer reveals big changes in how charities and voluntary sector organisations are using digital technology to work and deliver services due to the pandemic.

  • Coronavirus
  • Digital and technology

The stages of consortium development

Step-by-step guidance to help voluntary organisations develop a consortium

  • Collaboration

Pre-start-up scoping and planning

Guidance on scoping and planning before you set up a voluntary-sector consortium

  • Collaboration

Formation of working group

How to form the initial working group that will help partners set up a consortium

  • Collaboration

Development funding

An outline of how much funding is required to establish a voluntary sector consortium, and some of the potential funding sources

  • Collaboration

Stakeholder engagement

Why you need to engage stakeholders such as commissioners and local organisations in your consortium development, and how to involve them

  • Collaboration

Operational development and consortium documents

An overview of the key policies and procedures that will support the operational running of a consortium

  • Collaboration

Incorporation and establishment of interim board

A guide to becoming an incorporated company

  • Collaboration

Membership recruitment and due diligence

How to formally launch your consortium and invite organisations to join

  • Collaboration

Set up central management hub

How to set up the central hub that will run the consortium business, scope for contracts, network with commissioners and bring in contracts

  • Collaboration

Bid for and win contracts

How consortium members can work together to bid for, and hopefully win, contracts

  • 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.