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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

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

Supporting small charities: an update on our helpdesk

Get practical support from our helpdesk when you need it most.

  • Inside NCVO

Over 250 charities selected for Small Charity Week match funding.

257 small charities across the UK will take part in a match funding campaign during Small Charity Week.

  • Campaigning
  • Funding and income

Accrediting volunteer learning

Acknowledge volunteers' training and experience through a certificate, accreditation or qualification

  • Involving volunteers

Employer-supported volunteering

How to support your staff to take part in volunteering opportunities

  • Involving volunteers

Ending volunteering well

How to make sure volunteers have a positive end to their time with your organisation

  • Involving volunteers

Volunteers and employment rights

Guidance on the law around involving volunteers with your organiation

  • Involving volunteers

Involving paid staff as volunteers

Things to consider when paid staff want to volunteer for the organisation that employs them

  • Involving volunteers

Data protection and volunteers

Guidance on holding and protecting data on volunteers

  • Involving volunteers

Employment status

Guidance on when a volunteer can demonstrate that they're working under a contract, and what that means

  • Involving volunteers

Tribunal decisions

Examples of tribunal decisions where a volunteer be seen as an employee

  • Involving volunteers

National minimum wage

What happens if a volunteer is found to be eligible for the minimum wage

  • Involving volunteers

Making sure you don't create an employment contract

How to make the most of volunteers while ensuring they don’t become workers or employees

  • Involving volunteers

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

Mentoring and coaching (0.5 day)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

Financial governance for trustees (0.5 day)

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

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

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

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

Recruiting volunteers (0.5 day)

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

Developing a volunteer strategy (1 day)

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success