You searched for
''

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

Practical support bulletin: March 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Responding to crises
  • Funding and income
  • Financial management

Statement regarding the closure of The FSI

Our statement on the recent closure of The FSI

Spring budget 2023: funding and implications for charities

Our reflections on the budget and what it could mean for voluntary organisations

  • Government and politics

Small charities advisory panel launched

The panel will champion the voices and experiences of small charities, ensuring they can access tailored help, support and advocacy

  • Collaboration

Governance round-up: April 2023

Senior governance consultant Sally Stephens explains the upcoming changes in the Charities Act 2022

  • Governance

Volunteering round-up: April 2023

NCVO’s new volunteering consultant Helen Tourle shares volunteering news and dates for your diary

  • Involving volunteers

New roles to support Small Charity Week and update on The FSI legacy work

Our work with The Foundation for Social Improvement’s board and two short term roles to support Small Charity Week.

The inside track: April 2023

This month sees a potential tightening of the rules around APPGs, a new data protection bill, and a campaign to help charities engage with the House of Lords

  • Government and politics

NCVO recognised for its progress towards race equality

NCVO awarded Race Equality Matters’ Bronze Trailblazer status in recognition of our work towards becoming a more diverse, inclusive, and equal organisation

  • Inside NCVO

Key findings from Time Well Spent 2023

New data reveals how much volunteering has transformed over recent years

  • Impact and evaluation
  • Involving volunteers

Organise your finances for closure

Key financial steps your need to take when closing your organisation

Supporting your staff and volunteers through closure

Your duty of care to staff, volunteers and beneficiaries should be at the top of any closure plans

Supporting your leadership team and trustees through closure

Closing an organisation will require courage and commitment from an organisation’s leadership

You hold data

You have a website and social media presence

You're currently fundraising

Guidance on refusing donations, communicating with donors, and returning donations

You have restricted funding

You have a permanent endowment

You have physical assets

You own land or property

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

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

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

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