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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

Funding and income planner

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

'Every day counts' as charities still wait for government support

  • Coronavirus

Government support for charities – NCVO reaction

At a time of crisis, charities want and need to be able to give their all to supporting people who need it most. They cannot do that if they have to suspend their work or close altogether.

  • Coronavirus

Voluntary sector will shrink following coronavirus

Volunteering rates have remained stable over the last few years. In 2018/19, 22% of people regularly volunteered with a group, club or organisation. While the pandemic is unlikely to influence the overall numbers of people volunteering in the UK, we will

  • Involving volunteers
  • Coronavirus

Dr Priya Singh set to be new chair of NCVO

  • Inside NCVO

NCVO consults staff on restructure proposals

  • Business planning and strategy

New research supports organisations to improve volunteer experience for minority groups

  • Involving volunteers

NCVO announces detailed plans for future offer to members, charities and volunteering

  • Involving volunteers

Statement from Priya Singh, chair, on behalf of the Board of Trustees

  • Equity, diversity and inclusion

Budget, insurance and security

Understanding your safeguarding responsibilities when managing budgets, security and staff safety

  • Safeguarding

Data protection and digital technology

How to make sure your organisation is managing data safely and securely

  • Safeguarding

Working with partners

Find out about starting and checking due diligence when working with others

  • Safeguarding

Further help and guidance

Find more safeguarding resources that may be useful in your role

  • Safeguarding

Safeguarding responsibilities for HR managers

How human resources can play a leading role in safeguarding

  • Safeguarding

Safeguarding from interview to exit

Ensuring good safeguarding practice from interview to exit

  • Safeguarding

Introduction to safer recruitment practices

How to conduct recruitment practices safely

  • Safeguarding

Role risk assessment

How to conduct a safeguarding risk assessment when recruiting to a new role

  • Safeguarding

Advertising and applications

Guidance for advertising roles and processing applications

  • Safeguarding

Shortlisting

Safeguarding considerations when shortlisting for roles

  • Safeguarding

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

Member forum: The Civil Society Covenant

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

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

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

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

Volunteering network meeting

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions.

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

Tools and methods for measuring outcomes (1 day)

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