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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

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

Volunteering round-up: November 2022

  • Involving volunteers

Call for continuing energy bill support for voluntary organisations

Charities hit hardest by spiralling energy costs are facing a cliff edge of support unless the government continues subsidising bills past March 2023

  • Government and politics

The inside track: November 2022

Our latest update on what’s happening in Westminster that might impact charities. This month sees a new government, with plenty for charities to think about.

  • Government and politics

Five ways to support your staff during the cost of living crisis

Five ways you can support staff through the cost of living crisis when resources are limited

  • Responding to crises

Government policy and funding round-up: December 2022

This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements. For news related to what’s happening in parliament, see our regular inside track round-up.

  • Government and politics
  • Funding and income

Governance round-up: December 2022

NCVO's senior consultancy and training manager Dan Francis reflects on how the events of 2022 have shaped charity governance

  • Governance

Volunteers responding to crises

What we learned during the National Volunteering Forum, along with examples of actions you can take in response to the volunteering challenges facing the sector

  • Responding to crises

New Year message from NCVO's chief executive

As we enter the new year, read our advice for how to prepare for the challenges the sector is facing.

  • Government and politics
  • Responding to crises

Call for a long-term solution to the energy crisis

We’ve called for an urgent review into who's included in the government’s new energy discount scheme. We’re also calling for work to begin on a long-term support plan for the voluntary sector

  • Responding to crises

Governance round-up: January 2023

As we begin a new year, governance consultant Sally Stephens looks ahead to the big stories for 2023

  • Governance

Interviews

How to conduct interviews

  • Safeguarding

Pre-employment checks

How to carry out pre-employment checks

  • Safeguarding

Onboarding, training and support

Safeguarding for onboarding, training and support

  • Safeguarding

Exit interviews

How to conduct exit interviews safely

  • Safeguarding

Sample safeguarding questions

Safeguarding questions to use during interviews

  • Safeguarding

Supporting safeguarding for your organisation

How you can support safeguarding for your organisation, internally and externally

  • Safeguarding

Specific safeguarding risks in communications and marketing

How to communicate about your organisation's work safely

  • Safeguarding

People who need safeguarding while fundraising

How to make safeguarding a central part of your fundraising

  • Safeguarding

Fundraising checklist and more resources

Making sure you’ve covered important aspects of safeguarding when fundraising

  • Safeguarding

Types of fundraising and associated risks

What are the safeguarding risks associated with different types of fundraising?

  • Safeguarding

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

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

Small Charity Week 2025 Webinar: Top tips to create an effective fundraising strategy

This free webinar as part of Small Charity Week 2025, will give small charity leaders practical tips to develop and deliver a successful fundraising strategy to ensure the resilience and sustainability of their charity.

Trust fundraising in a challenging climate: Over to you

We know that increased competition for funding, shifting priorities among funders, and economic uncertainty are making trust fundraising more challenging for charities. It’s more important than ever to understand the evolving funding landscape and adapt your approach. This free event is an opportunity to network with other NCVO members in facilitated discussions. Share experiences and challenges, work through solutions together, develop new relationships and learn from your peers.

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