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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

National service and volunteering: A guide to the Conservative party’s policy announcement

  • Government and politics

Introducing NCVO’s new president and ambassador

Learn more about our new president, Baroness Delyth Morgan, and ambassador, Lord Simon Woolley

  • Inside NCVO

The Voluntary Sector Manifesto: Raising our voice

  • Government and politics

What the general election manifestos mean for the voluntary sector

  • Government and politics

Civil society hustings highlights

A round-up of the key talking points from the only national hustings dedicated to the voluntary sector

  • Government and politics
  • Campaigning

General election 2024: What charities can expect from a Labour government

Our analysis of the election result and what it means for the voluntary sector

  • Government and politics

An open letter to Keir Starmer

Our chief executive, Sarah Elliott, shares our vision for the sector on behalf of our members

  • Government and politics

Labour’s priorities ‒ our guide for the charity sector

Our analysis of Labour's first few days in government and what their announcements could mean for the charity sector

  • Government and politics

AI and small charities: Be part of our collective learning journey

NCVO and Microsoft UK share findings from our recent artificial intelligence (AI) event – along with opportunities for ongoing learning

  • Collaboration
  • Digital and technology

King's speech 2024: What do charities need to know?

The King's speech sets out the new Labour government's priorities for the months ahead, following the party's general election victory.

  • Government and politics

Community fundraising

Guidance on involving volunteers in fundraising

  • Safeguarding

Corporate fundraising

What to consider when corporate fundraising

  • Safeguarding

Major donor fundraising

Safeguarding guidance for major donor fundraising

  • Safeguarding

Events

The safeguarding issues to consider when organising fundraising events

  • Safeguarding

Public fundraising

What safeguarding risks are associated with public fundraising?

  • Safeguarding

Third party fundraising

What to consider when fundraising through a third party

  • Safeguarding

Handling money

Guidance on handling money while fundraising

  • Safeguarding

Digital skills in your organisation or charity

Use this series of pages to take control of the digital skills within your organisation

What digital skills do charities need?

This page covers the range of digital skills, when they are useful, and how to check for basic and essential skills.

  • Digital and technology

Understanding the digital skills you have

Use this page to understand which digital skills your organisation needs to work on first. And how to find out about digital skills among staff, volunteers and other colleagues.

  • Digital and technology

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

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

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

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