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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

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

Fundraising challenges

  • Funding and income

Fundraising in a public place

Guidance on fundraising in a public place

  • Funding and income

Gift Aid

Learn about Gift Aid and how it works

  • Funding and income

Giving by text

Learn about donating to a voluntary organisation

  • Funding and income

Legacies

Learn more about legacy gifts

  • Funding and income

Lotteries, prize competitions and free draws

Learn more about lotteries, prize competitions and free draws

  • Funding and income

Major donors

Learn more about major donors

  • Funding and income

Online donation platforms

Learn about online donation platforms

  • Funding and income

Online charity auctions

Learn more about online charity auctions

  • Funding and income

Payroll giving

Learn more about payroll giving in the voluntary sector

  • Funding and income

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

Tools and methods for measuring outcomes (1 day)

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

Volunteering network meeting

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions

Leading external engagement (2 days)

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships

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

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

Charity finance strategy (1 day)

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

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

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.