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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

Open letter to the chancellor on the impact of increased employer National Insurance Contributions for charities

We’ve written to the chancellor calling for urgent action on the planned increase to employer National Insurance Contributions (NICs) for the voluntary sector

  • Employing and managing staff
  • Funding and income

Trustees’ Week 2024: Celebrating trustees’ dedication and impact

This Trustees' Week we celebrated the role of trustees across the UK and explored the challenges and opportunities in trustee recruitment and retention

  • Involving volunteers
  • Governance

Can we Bank on the Banks? New Report Highlights Ongoing Challenges

  • Collaboration
  • Financial management

Why Investing in Volunteering is Money Well Spent

  • Funding and income
  • Involving volunteers

NCVO Strengthens Board with New Appointments

  • Leadership
  • Governance

Overcoming sticking points in strategy development: A conversation with Sini and Sam

  • Business planning and strategy
  • Impact and evaluation
  • Consultancy

Small Charity Week 2025: New match funding campaign to boost small charities

  • Funding and income
  • Campaigning

New members join Small Charities Advisory Panel to strengthen the voice of small charities

  • Campaigning
  • Governance

HRH The Duke of Edinburgh announced as NCVO’s new Royal Patron

  • Inside NCVO

The legal duties of trustees

Learn about what your boards legal duties are and the considerations for each of them

  • Governance

Trustee disqualification

Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.

  • Business planning and strategy

The rules on trustee disqualification

The rules on the automatic disqualification of trustees and senior managers.

  • Governance

Updated conditions in the Charities Act 2016

Learn what's included on trustee disqualification in the Charities Act 2016.

  • Governance

Applying to stop disqualification

What the board, trustees and senior manages can do in the event of trustee disqualification.

  • Governance

Developing your trustees skills

Learn about how you can develop trustee skills

  • Governance

Making changes to governing documents

Learn about the types of changes you can make to your governing document and the related rules

  • Governance

Equality, diversity and inclusion at board level

Use this series of pages as an introduction to begin the process of reflecting on equality, diversity and inclusion on your board

  • Governance

Explaining equality, diversity and inclusion

What is equality, diversity and inclusion?

  • Governance

Why trustee diversity is important

It’s important for boards to understand why they should actively consider and create the right cultural environment for individuals from marginalised and minoritised backgrounds to become trustees.

  • Governance

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

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

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

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

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact