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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

Climate campaign: Putting the environment at the centre of decision-making this Trustees' Week

We launched a new campaign in the summer of 2023 to help trustees and charity leaders consider the environmental impact of their charities’ investments

  • Campaigning

Practical support bulletin: November 2023

Resources, events, support and information on the big issues affecting small charities

  • Funding and income
  • Governance
  • Cost of living

Celebrating Trustees’ Week 2023

Our chief executive Sarah Vibert celebrates the start of Trustees' Week and shares our plans

  • Governance

King’s Speech 2023: Takeaways for the voluntary sector

Our policy and public affairs manager, Chris Walker, summarises the announcements from the King's Speech likely to impact our sector

  • Government and politics

The importance of diversity in your trustee board

Explore why diversity is a key area of reflection for your trustee board and what needs to happen to make a board truly diverse

  • Equity, diversity and inclusion
  • Governance

Open letter to the chancellor on vital funding for public services delivered by charities

Read our open letter calling on the chancellor to ensure charities can continue providing essential services for communities

  • Funding and income
  • Cost of living

What is the true cost of giving support to public services?

Why the government must act to cover the true cost of charities delivering public services

  • Cost of living
  • Funding and income

The inside track: November 2023

An update on what's happening in Westminster. Find out what the King’s Speech and government reshuffle means for charities

  • Government and politics

Volunteering round-up: November 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: November 2023

Lessons from Trustees’ Week 2023 and upcoming dates for your diary

  • Governance

Analysing qualitative data for evaluation

Learn about what qualitative data is and how to analyse it

  • Impact and evaluation

Writing an evaluation report

Guite to writing an evaluation report helps you share key findings and recommendations with internal and external stakeholders.

  • Impact and evaluation

Using and learning from evaluation findings

How to use and learn from your evaluation findings

  • Impact and evaluation
  • Business planning and strategy

What is strategy?

Use this page to learn about what strategy is and how it can help your organisation

  • Business planning and strategy

Involving people in developing your strategy

Use this page to learn who to involve in developing your strategy and how best to engage them

  • Business planning and strategy

Creating the right strategy process for your organisation

Learn about how to create the right strategy process for your organisation.

  • Business planning and strategy

Theory of Change

Learn about Theory of Change as a process and a tool

  • Business planning and strategy

Setting the direction of your organisation

Find out what's involved in setting the direction of your charity

  • Business planning and strategy

Gathering knowledge to assess your situation

Use this section to select the right tools to help you understand your landscape and conditions.

  • Business planning and strategy

SWOT

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

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

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.

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

Advanced data protection (2 x 0.5 days)

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