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News and insights (320)
Help and guidance (610)
Training and events (67)

Guidance around planning your finances and setting up budgets

Financial management

Guidance on creating a financial strategy and what you need to include

Financial management

A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets

How to create budgets, cashflow forecasts and understanding the cashflow process

Financial management

Learn about what budgets and cashflow forecasts are and how to write a budget

Financial management

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

Financial management

Learn about how to build a cashflow forecast and how the cashflow process works

Financial management

Guidance on budgeting for projects and recovering costs

Financial management

Learn about direct costs and support costs for single and multiple projects

Financial management

Learn about what cost allocation and apportionment mean and how it works in practice

Financial management

We launched a new campaign in the summer of 2023 to help trustees and charity leaders consider the environmental impact of their charities’ investments

Campaigning

Resources, events, support and information on the big issues affecting small charities

Funding and income
Governance
Cost of living

Our chief executive Sarah Vibert celebrates the start of Trustees' Week and shares our plans

Governance

Our policy and public affairs manager, Chris Walker, summarises the announcements from the King's Speech likely to impact our sector

Government and politics

Explore why diversity is a key area of reflection for your trustee board and what needs to happen to make a board truly diverse

Equity, diversity and inclusion
Governance

Read our open letter calling on the chancellor to ensure charities can continue providing essential services for communities

Funding and income
Cost of living

Why the government must act to cover the true cost of charities delivering public services

Cost of living
Funding and income

An update on what's happening in Westminster. Find out what the King’s Speech and government reshuffle means for charities

Government and politics

The latest volunteering news, resources and dates for your diary

Involving volunteers

Lessons from Trustees’ Week 2023 and upcoming dates for your diary

Governance

Our Service Directory connect members with specialists who can save our members time and money. Each specialist has experience working with charities and voluntary organisations.

Finance
HR and recruitment
IT and data protection

Learn about what divestment is and the aims and impacts of divesting from fossil fuels

Campaigning

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

Setting up

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

Setting up

Find out what charity status is and if you need to register as a charity

Setting up

Find out about social enterprises and their associated legal structures

Setting up

Find out what information should be included in your charity's governing document

Setting up

Understand your core legal responsibilities to your employees

Employing and managing staff

A short summary of your general legal obligations to paid members of staff

Employing and managing staff

A quick introduction to employment law on the conditions of employment

Employing and managing staff

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

This course will give trustees an overview and understanding of charity governance, regulation and best practice

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

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

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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.

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

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Charity finance skills (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Authentic leadership (1 day)

Managing conflict and ending volunteering well (0.5 day)

Supporting good governance (4 x 0.5 days)

Tools and methods for measuring outcomes (1 day)

Introduction to EDI in charities (2 x 0.5 days)

Financial governance for trustees (0.5 day)

Strategic leadership (1 day)

Charity finance strategy (1 day)

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