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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

Full cost recovery

Learn about what full cost recovery means and what the limitations are

  • Financial management

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

Partnerships

Guidance to help you decide whether working in partnership is right for your organisation

  • Collaboration

Campaigning in collaboration

Guidance to help voluntary organisations collaborate on campaigns

  • Collaboration

Structures for consortia delivery of public service delivery

Explore three models of consortia delivery of public services by voluntary and community organisations

  • Collaboration

Working together to achieve your mission

This page looks at how organisations collaborate on the projects that directly contribute to their overall mission

  • Collaboration

Sharing back office services

Advice on how organisations can use collaborative working to share premises and back office services

  • Collaboration

Staffing a collaborative project

Things to consider when staffing a collaborative project

  • Collaboration

National organisations with local groups

How organisations with a national body and local groups can work together

  • Collaboration

Collaborative working to generate income

Guidance on fundraising through the gift economy (public giving, voluntary donations) and the open market (trading)

  • Collaboration

Why be part of a consortium?

Reasons for forming a consortium and examples of voluntary sector consortia

  • Collaboration

Consortium operating models

The different ways that voluntary organisations can work together collectively to bid for and deliver public service contracts

  • Collaboration

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

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

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Charity finance strategy (1 day)

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

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

NCVO member welcome and refresher session

Join this session to explore your NCVO member benefits and learn more about our supportive community.

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

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.