Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
Guidance on types of tax reporting and when and how to use them
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What to consider when deciding on investments
Help and guidance around tax and trading laws and procedures for your organisation
Information and tools on strategic planning.
Six steps to follow when recruiting trustees and nine editable documents to aid your recruitment
A skills audit is a useful way of identifying what trustees bring, and the gaps in skills and knowledge on your board. It can be useful when you’re looking to recruit new trustees.
Self reflection is an important part of your professional development and will help you to do your role effectively.
Guidance on conducting individual trustee performance reviews
How to use NCVO's financial procedures manual template
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance on reserves policies for your charity
Incorporating conflicts of interest into your financial procedures manual