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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

National service and volunteering: A guide to the Conservative party’s policy announcement

  • Government and politics

Introducing NCVO’s new president and ambassador

Learn more about our new president, Baroness Delyth Morgan, and ambassador, Lord Simon Woolley

  • Inside NCVO

The Voluntary Sector Manifesto: Raising our voice

  • Government and politics

What the general election manifestos mean for the voluntary sector

  • Government and politics

Civil society hustings highlights

A round-up of the key talking points from the only national hustings dedicated to the voluntary sector

  • Government and politics
  • Campaigning

General election 2024: What charities can expect from a Labour government

Our analysis of the election result and what it means for the voluntary sector

  • Government and politics

An open letter to Keir Starmer

Our chief executive, Sarah Elliott, shares our vision for the sector on behalf of our members

  • Government and politics

Labour’s priorities ‒ our guide for the charity sector

Our analysis of Labour's first few days in government and what their announcements could mean for the charity sector

  • Government and politics

AI and small charities: Be part of our collective learning journey

NCVO and Microsoft UK share findings from our recent artificial intelligence (AI) event – along with opportunities for ongoing learning

  • Collaboration
  • Digital and technology

King's speech 2024: What do charities need to know?

The King's speech sets out the new Labour government's priorities for the months ahead, following the party's general election victory.

  • Government and politics

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

Approaching diversity through equality and inclusion

How to approach diversity at board level

  • Governance

Approaching board relationship challenges

How to approach board relationship challenges and have constructive conversations

  • Governance

Dealing with problems and disputes between trustees

Use this page to learn about how to broadly encourage positive trustee relationships and manage disputes.

  • Governance

Having challenging conversations

Use this page to understand how to approach challenging conversations with your board.

  • Governance

Carrying out a governance review

What to consider when carrying out a governance review and the different types of review

  • Governance

Annual report and accounts

Information on annual reports and accounts for charities, and sample documents.

Board meeting agenda

A template agenda for a board meeting.

Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

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

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.

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

Leading external engagement ( 1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

Tools and methods for measuring outcomes (1 day)

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

Recruiting volunteers (0.5 day)

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

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

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

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