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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

Reporting

Guidance on types of tax reporting and when and how to use them

  • Financial management

Volunteering during the covid-19 pandemic: What we know

  • Coronavirus
  • Involving volunteers

Governance round-up: July 2022

Read our latest round-up for trustees and governance professionals, with useful sector updates, training courses and written guidance.

  • Governance

Impact round-up: August 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

Time Well Spent: A national survey on the volunteer experience

Our survey of more than 10,000 people provides the most detailed analysis of volunteering for a decade

  • Involving volunteers
  • Digital and technology

Time Well Spent: Employer-supported volunteering

Building on existing work on corporate volunteering, this report looks at employer-supported volunteering through the eyes of the volunteer

  • Involving volunteers
  • Employing and managing staff

Government policy and funding round-up: August 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

Governance round-up: August 2022

Governance consultant Sally Stephens shares updates on the Charities Act and the Charity Governance Code, along with some exciting training opportunities for trustees

  • Governance

Turning abandoned shares into support for communities – and what you can do to help

We explain what dormant assets are, how they could support communities and how you can help make that happen.

  • Law and regulation

Supporting members through the cost of living crisis

  • Government and politics
  • Responding to crises

Government must provide immediate financial support to help communities

Voluntary sector partners joint statement on the cost of living crisis

  • Government and politics
  • Responding to crises

Supporting the mental health and wellbeing of your team

Familiarise yourself with the early signs of mental health problems and learn how to create a supportive working environment

  • Employing and managing staff

Looking after your own mental health and wellbeing

How to support your own mental health and wellbeing at work or while volunteering

  • Employing and managing staff

Identifying and managing a mental health problem

Learn how to recognise if you’re experiencing a mental health problem and where to go for help

  • Employing and managing staff

Flexible working

Understand your responsibilities around flexible working and learn how to build a flexible working culture

  • Employing and managing staff

Disciplinary matters

Learn about your responsibilities when handling matters of misconduct

  • Employing and managing staff

Handling grievances

How to handle grievances in your organisation

  • Employing and managing staff

Whistleblowing

What to do in the event of whistleblowing at your organisation

  • Employing and managing staff

Ending employment well

Guidance on your responsibilities when you end an employee’s contract, or when staff resign or retire

  • Employing and managing staff

Five steps to effective change management

A guide to help your charity or voluntary organisation navigate and implement change

  • Employing and managing staff

Developing a change management plan

Guidance to help you develop change management plans

  • Employing and managing staff

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

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

NCVO/Zurich webinar: Developing and embedding effective risk assessments for volunteers

Join us for an essential webinar on creating and embedding effective risk assessments to protect your volunteers and those they support

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

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation