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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

BAME network reflections on our equity, diversity and inclusion work

  • Inside NCVO
  • Equity, diversity and inclusion

Changing our culture at NCVO

NCVO's chief executive Sarah Vibert reflects on the outcomes of independent investigations into complaints submitted to NCVO's board of trustees

  • Inside NCVO
  • Equity, diversity and inclusion

NCVO's equity, diversity and inclusion (EDI) work over the last year

NCVO's chief executive Sarah Vibert shares learnings from our EDI report and sets out the actions we're taking to create an inclusive culture that allows everyone to thrive at work

  • Equity, diversity and inclusion
  • Inside NCVO

Equity, diversity and inclusion at NCVO: What we need to do next

Karl Wilding, chief executive at NCVO, reflects on his own personal learning journey on equity diversity and inclusion (EDI), as well as how NCVO is taking the first steps towards being a more inclusive organisation

  • Equity, diversity and inclusion
  • Inside NCVO

NCVO further strengthens board with two new trustees

NCVO has recruited two charity leaders to its board of trustees, further strengthening and diversifying the skills and experiences of its governing body

  • Inside NCVO

Hardwiring equity, diversity and inclusion into our governance at NCVO

Interim chair of trustees, Anne Heal, reflects on NCVO’s work on equity, diversity and inclusion (EDI)

  • Inside NCVO
  • Equity, diversity and inclusion

Equity, diversity and inclusion: Our journey so far – part 1

NCVO's equity, diversity and inclusion (EDI) working group reflect on the current state of the voluntary sector

  • Inside NCVO
  • Equity, diversity and inclusion

Equity, diversity and inclusion: Our journey so far – part 2

NCVO’s EDI working group share an update on the steps we're taking to improve our organisational culture

  • Inside NCVO
  • Equity, diversity and inclusion

Why apprenticeships are important for the voluntary sector

To mark National Apprenticeship Week 2023, Noama Chaudhry shares insights from her apprenticeship at NCVO and offers advice for the wider sector

  • Inside NCVO
  • Employing and managing staff

Some staff reflections on our equity, diversity and inclusion journey so far

  • Inside NCVO
  • Equity, diversity and inclusion

Dual bottom line analysis

  • Business planning and strategy

Forcefield analysis

Use this tool to help you identify the forces working for and against a particular option

  • Business planning and strategy

Even over statements

Use this tool to help your organisation explore tradeoffs

  • Business planning and strategy

Deciding to close

Important things to consider before deciding to close your voluntary organisation

  • Closing down

Reasons to close

Every voluntary organisation should regularly ask whether it’s still well placed to achieve its goals

Alternatives to closure

If your organisation is still financially viable, you may want to consider alternative options to closure

Factors to consider before closing

Whatever your reasons for considering closure, you’re likely to have legal responsibilities to follow

Planning for closure

Steps you need to take before closing your organisation

  • Closing down

Create a closure plan

Depending on your route to closure and your legal structure, you may have different legal duties and wider responsibilities

Plan your closure communications

Once the decision has been made to close, you’ll need to decide who to inform and how to inform them

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.

Member forum: The Civil Society Covenant

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

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

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

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

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