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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

The FSI to transfer key small charity assets to NCVO on closure

The Foundation for Social Improvement and NCVO have reached an agreement to transfer the FSI’s key charity assets to NCVO when the organisation ceases activity on 3 May 2023

  • Inside NCVO

Small charity support: 5 key points for insfrastructure organisations

  • Collaboration

How to join the Big Help Out

We share stories from people taking part in the Big Help Out and explain how you can get involved and make a difference in your community

  • Involving volunteers

Governance round-up: May 2023

This month we share reflections from our Governance Forum and introduce our new governance consultant

  • Governance

Practical support bulletin: May 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Financial management
  • Funding and income
  • Responding to crises

Raise your voice: Help NCVO and ACEVO develop a manifesto

Share your experiences and views with decision makers ahead of the next general election

  • Government and politics

Exploring new routes into charity employment for over 50s

New Charity Interns project will be hosted by NCVO and offer paid internships to people aged over 50

  • Employing and managing staff
  • Inside NCVO

Impact round-up: Spring 2023

Evaluation consultant Lucy Lernelius takes a deep dive into measuring the impact of volunteering

  • Impact and evaluation

Volunteers’ Week 2023: Building on the legacy of The Big Help Out

Director of strategic communications and insight, Saskia Konynenburg, shares ways to get involved in Volunteers' Week 2023

  • Involving volunteers

Volunteers’ Week 2023: Making volunteering accessible with the Alternative Futures Group

How to make volunteering accessible for people with learning disabilities and mental health conditions

  • Equity, diversity and inclusion

Protection for whistleblowers

Legal protections for people who raise concerns

  • Safeguarding

Protection under PIDA

How the Public Interest Disclosure Act protects any whistleblowing worker

  • Safeguarding

Key duties of organisations

What organisations are expected or obliged to do when concerns are raised

  • Safeguarding

Non-recent and historic abuse

Find out about 'limitation periods' regarding certain types of claim

  • Safeguarding

Getting started with DBS checks

Information about DBS checks and tools to help you understand the law as it applies to the roles in your organisation

  • Safeguarding

Overview

Information about getting DBS checks for staff and volunteers

  • Safeguarding

Plan for specific roles

How to identify potential risks when creating a new staff or volunteering role

  • Safeguarding

Asking about someone's criminal history

How and when to ask about a staff member or volunteer's criminal history

  • Safeguarding

Types of DBS check

A comprehensive guide to different types of DBS checks

  • Safeguarding

Deciding which checks to carry out

Different roles will require different checks. This page explores what checks you might need to run

  • Safeguarding

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

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 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

Member forum: The Civil Society Covenant

Learn more about the Civil Society Covenant, and the steps to implement it, in this free event.

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.

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

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

Introduction to EDI in charities (2 x 0.5 days)

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation