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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

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Communicating change and consulting stakeholders

Guidance to help you communicate change and consult stakeholders

  • Employing and managing staff

Supporting staff and volunteers through change

Guidance to help you support staff and volunteers through change

  • Employing and managing staff

Understanding and managing resistance to change

Guidance to help you understand and manage resistance to change

  • Employing and managing staff

Embedding and evaluating change

Guidance to help you embed and evaluate change

  • Employing and managing staff

Five steps to restructuring your organisation

Five key steps to follow when restructuring a charity or voluntary organisation

  • Employing and managing staff

Proposing redundancies

What to do if you’re planning to make less than 20 employees redundant

  • Employing and managing staff

Modern slavery statements and charities

  • Law and regulation

Legal obligations of charities

Guidance for charities and their legal obligations

  • Law and regulation

Legal advice and assistance

Sources of legal advice and assistance for charities, voluntary organisations and social enterprises.

  • Law and regulation

Legal compliance checklist

This document contains a list of legal aspects that need to be covered by most voluntary organisations.

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

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

Developing partnership working (0.5 day)

Discover how partnership working can help your organisation grow its impact and make the most of limited resources. Gain practical tools, legal insights and guidance to build strong and successful collaborations.

Recruiting volunteers (0.5 day)

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

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

Volunteers and the law (0.5 day)

This course will help you create a positive and inclusive experience for volunteers. The course will explore best practice in relation to safeguarding, data protection, health and safety, and equality

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

Annual General Meeting 2025

Join fellow NCVO members at our Annual General Meeting to connect, reflect on the year’s achievements, shape the future of NCVO and make your voice heard.

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

Tools and methods for measuring outcomes (1 day)

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