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Writing a financial strategy

Guidance on creating a financial strategy and what you need to include

  • Financial management

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

Autumn Statement 2023: Impact on charities

Policy and insight manager Sam Mercadante considers the implications of the Autumn Statement for charities

Government policy and funding round-up: November 2023

Latest updates on our influencing work, government policy and funding announcements

  • Financial management
  • Government and politics
  • Funding and income

Time Well Spent 2023: Volunteering among the global majority

Research exploring the volunteering experiences and perspectives of people from the global majority

  • Equity, diversity and inclusion
  • Involving volunteers

Impact round-up: December 2023

The latest resources, events and training to help your organisation with its impact and evaluation

  • Impact and evaluation

Volunteering round-up: December 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: December 2023

New inclusion and campaigning resources, a chance to help shape investment principles, and dates for your diary

  • Governance

Our tribute to Michelle

It is with much love and respect that we pay tribute to our colleague and friend, Michelle Curtis, who passed away unexpectedly in November.

Why your voice is important in 2024, and how NCVO can help

How charities can harness the power of our collective voice in 2024

Practical support bulletin: January 2024

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

  • Cost of living
  • Digital and technology
  • Involving volunteers

Government policy and funding round-up: January 2024

Latest updates on our influencing work, government policy and funding announcements

  • Funding and income
  • Government and politics

Safeguarding day-to-day

Understand how to make safeguarding part of your everyday activities and review what you are doing

  • Safeguarding

Getting people involved

Safeguarding works best when everyone is involved. Find out how to make that happen

  • Safeguarding

Choosing staff, volunteers and trustees

When to take checks and other recruitment steps that help keep people safe

  • Safeguarding

Policies and procedures

Find out about the most important documents needed for good safeguarding

  • Safeguarding

Roles and responsibilities

Making sure people take on the right roles and responsibilities to keep people safe

  • Safeguarding

Recognise, respond and report

Preparing staff and volunteers so they’re ready to deal with problems when they happen

  • Safeguarding

Understanding the risks

Identifying the types of harm that people you work with might experience

  • Safeguarding

Safeguarding training

Find training designed for charities, voluntary organisations and community groups

  • Safeguarding

Local and national support

Find organisations that can help you plan and review your safeguarding work

  • Safeguarding

About this guide

Find out who this guide is for and how to use it

  • Safeguarding

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.

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

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

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

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

Data protection essentials (2 x 0.5 days)

This essentials course is suitable for anyone within an organisation that handles the personal data of staff, service users, beneficiaries, volunteers, customers, members or supporters, and needs to know the basics of data protection for voluntary organisations.

Safeguarding essentials for trustees (0.5 day)

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