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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

Five insights about the state of the voluntary sector

Key insights about the state of the voluntary sector from our Civil Society Almanac 2022

  • Equity, diversity and inclusion
  • Responding to crises
  • Funding and income

Volunteering round-up: October 2022

  • Involving volunteers

17,000 members milestone reached in tough financial climate for voluntary sector

Today we publish our annual report and financial accounts for the year ending 31 March 2022.

  • Governance
  • Membership
  • Inside NCVO

Two new directors join NCVO as organisation announces leadership team

Two new directors join NCVO as organisation announces leadership team

  • Inside NCVO

Five reasons why understanding the law helps build safer organisations

  • Safeguarding
  • Governance

Impact round-up: Autumn 2022

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

  • Impact and evaluation

Ensuring good governance for NCVO and the voluntary sector

How NCVO's independent governance review is helping us live up to our values and the Charity Governance Code we helped create

  • Inside NCVO
  • Governance

Governance round-up: November 2022

  • Governance

Government’s economic plans will widen inequalities in communities

Sarah Vibert, NCVO CEO, responds to the Autumn Statement

  • Government and politics
  • Responding to crises

Two appointments to NCVO’s board of trustees and three key ambitions for the future

Highlights from our 2022 annual general meeting

  • Inside NCVO

Rolling out software and tools across an organisation

Use this page for practical tips on ways to drive software and technology adoption within your organisation.

  • Digital and technology

Responsible and ethical use of technology

Guidance around using technology responsibly and ethically in your organisation

  • Digital and technology

Understanding responsible and ethical use of technology

Use this page to understand why you need a plan to manage ethical risks when you use technology

  • Digital and technology

Technology — when good intentions go wrong

Use this page to explore imagined-from-life examples which look at the ethical challenges involved in technology and what can go wrong

  • Digital and technology

Consequence scanning when you work with technology

How to reduce technology-based risk within your organisations

  • Digital and technology

The digital maturity matrix

The digital maturity matrix is a simple tool to assess your current strengths and weaknesses, and helps you see what you need to do next to improve.

How AI can help small charities

Understanding artificial intelligence (AI) and how small charities can use it to improve their work.

  • Digital and technology

Dealing with unconscious bias

Tackle one of the biggest obstacles we face when creating digital content, software and services

Planning user research

Use this page to learn about how to plan user research. The first step in planning any successful digital project is to explore what people need. Here are some methods to help you do that well.

  • Digital and technology

Asking good user research interview questions

Use this page to ask the right kind of questions when you're planning user research interviews

  • Digital and technology

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

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

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

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

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

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

Safeguarding essentials for trustees (0.5 day)

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

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

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

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