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External reporting

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

  • Financial management

Management accounts

Creating financial information that helps managers and trustees

  • Financial management

Investment

What to consider when deciding on investments

  • Financial management

Tax and trading

Help and guidance around tax and trading laws and procedures for your organisation

  • Financial management

Corporation and income tax

Charities are usually exempt from paying corporation or income tax, but there are some situations where you might become liable

  • Financial management

VAT and charities

When do charities need to consider VAT and what are the exemptions?

  • Financial management

Trading and charities

How to trade as a charity, and what the risks are

  • Financial management

How to set up a trading subsidiary

Charities are allowed to trade under certain circumstances, but if you've decided to develop a trading activity which is not allowed, you'll need to establish a trading subsidiary. Here's how.

  • Financial management

Gift Aid and GASDS

Guidance around Gift Aid and GASDS

  • Financial management

Gift Aid

Gift Aid is a scheme which allows charities to claim an extra 25p for every £1 donated

  • 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

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Role description for a chief executive

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

Sub-committee terms of reference

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

CEO report template

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Sample schemes of delegation

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

Charity governance code

This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.

Charity governance code guide for micro charities

A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.

Governance wheel

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

Managing conflict and ending volunteering well (0.5 day)

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

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

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

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

Volunteering network meeting

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions

Leading external engagement (2 days)

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships

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

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

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