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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

Governance round-up: September 2023

The latest guidance from the Charity Commission, new governance resources and upcoming training

  • Governance

National Inclusion Week: Why the language we use matters in building belonging

NCVO shares changes we’re making to our use of language along with reflections for the wider sector

  • Inside NCVO
  • Equity, diversity and inclusion

UK Civil Society Almanac 2023

The UK Civil Society Almanac, published annually by NCVO, is the definitive publication on the state of the voluntary sector. Widely cited by the media, it is used extensively by sector leaders, policy makers, journalists and academics

  • Government and politics
  • Involving volunteers

Narrowing the voluntary sector’s gender pay gap

Our policy and influencing manager Catherine Goodall talks about our work to address the gender pay gap – and explores what you can do to support change across the sector

  • Equity, diversity and inclusion

5 ways to embody the spirit of pride all year round

For National Inclusion Week, the NCVO Rainbow Network shares their thoughts on how to provide opportunities for making organisations more inclusive for the LGBTQIA+ community.

  • Equity, diversity and inclusion

Three key insights from this year’s NCVO Almanac

Following the release of our UK Civil Society Almanac 2023, our research and insight manager, Nayyara Tabassum, explores some of the report’s key takeaways

Volunteering round-up: October 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

NCVO AGM 2023: New trustees and priorities for the future

Highlights and key talking points from our annual general meeting

  • Inside NCVO

Governance round-up: October 2023

The latest guidance, resources and training for governance professionals

  • Governance

Meeting the challenges of a Cost of Giving Crisis this winter

NCVO's CEO Sarah Vibert launches our campaign to support charities and voluntary organisations this winter

  • Cost of living

Involving paid staff as volunteers

Things to consider when paid staff want to volunteer for the organisation that employs them

  • Involving volunteers

Data protection and volunteers

Guidance on holding and protecting data on volunteers

  • Involving volunteers

Employment status

Guidance on when a volunteer can demonstrate that they're working under a contract, and what that means

  • Involving volunteers

Tribunal decisions

Examples of tribunal decisions where a volunteer be seen as an employee

  • Involving volunteers

National minimum wage

What happens if a volunteer is found to be eligible for the minimum wage

  • Involving volunteers

Making sure you don't create an employment contract

How to make the most of volunteers while ensuring they don’t become workers or employees

  • Involving volunteers

Volunteering and benefits

Learn more about volunteering while receiving state benefits

  • Involving volunteers

Volunteering, tax and national insurance

Learn about the tax and national insurance implications for volunteers

  • Involving volunteers

Volunteering and health and safety

Guidance on the health and safety measures you need to put in place when working with volunteers

  • Involving volunteers

Insurance and volunteers

Guidance on arranging insurance for volunteers and volunteer-involving organisations

  • Involving volunteers

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

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

Tools and methods for measuring outcomes (1 day)

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

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

Recruiting volunteers (0.5 day)

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

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.

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 data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff