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Funding and income planner

A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets

Budgeting and cashflows

How to create budgets, cashflow forecasts and understanding the cashflow process

  • Financial management

Defining budgets and cashflow forecasts and writing a budget

Learn about what budgets and cashflow forecasts are and how to write a budget

  • Financial management

Budgeting: Who to involve, how to assess it and dealing with uncertainty

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

  • Financial management

Building a cashflow forecast and understanding the cashflow process

Learn about how to build a cashflow forecast and how the cashflow process works

  • Financial management

Project budgeting and full cost recovery

Guidance on budgeting for projects and recovering costs

  • Financial management

Direct costs and support costs

Learn about direct costs and support costs for single and multiple projects

  • Financial management

Cost allocation and apportionment

Learn about what cost allocation and apportionment mean and how it works in practice

  • Financial management

Full cost recovery

Learn about what full cost recovery means and what the limitations are

  • Financial management

Reporting

Guidance on types of tax reporting and when and how to use them

  • 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

Telephone fundraising

Learn more about telephone fundraising for voluntary organisations

  • Funding and income

Fundraising myths

Learn about what fundraising myths exist

  • Funding and income

Choosing crowdfunding

Decide if crowdfunding is right for you

  • Funding and income

How to run a crowdfunding campaign

Learn about how to run a crowdfunding campaign

  • Funding and income

Funding and income planning

Guidance to help you think about your funding and income planning

  • Funding and income

Delivering public services

Find out what delivering public services means and if you can get funding from public sector organisations

  • Funding and income

The commissioning cycle

Learn more about the commissioning cycle

  • Funding and income

Social investment

  • Funding and income

Fundraising methods

What is evaluation?

Learn about what evaluation is and why it's important for your organisation

  • Impact and evaluation

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

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

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

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

NCVO member welcome and refresher session: July 2025

Being an NCVO member means being part of a community. Whether you've just joined us, or you're renewing your membership and need a refresher, join this session to meet and network with other members online

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

All-Party Parliamentary Group (APPG) on Charities and Volunteering

A chance to hear from regulators about their plans for the voluntary sector.

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

Outcomes and impact measurement (1 day)

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

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