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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

Reporting

Guidance on types of tax reporting and when and how to use them

  • Financial management

Climate campaign: Putting the environment at the centre of decision-making this Trustees' Week

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

Practical support bulletin: November 2023

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

  • Funding and income
  • Governance
  • Cost of living

Celebrating Trustees’ Week 2023

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

  • Governance

King’s Speech 2023: Takeaways for the voluntary sector

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

  • Government and politics

The importance of diversity in your trustee board

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

Open letter to the chancellor on vital funding for public services delivered by charities

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

  • Funding and income
  • Cost of living

What is the true cost of giving support to public services?

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

  • Cost of living
  • Funding and income

The inside track: November 2023

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

  • Government and politics

Volunteering round-up: November 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: November 2023

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

  • Governance

Deciding which checks to carry out

Different roles will require different checks. This page explores what checks you might need to run

  • Safeguarding

Help and support with requesting DBS checks

How to request and process DBS checks

  • Safeguarding

Checks for people working overseas

Guidance on what checks you need to complete for people working overseas

  • Safeguarding

Checks for trustees

Guidance on additional information you need to consider when carrying out DBS checks for trustees

  • Safeguarding

Keeping information safe

Steps you need to take to keep data safe once DBS checks have been carried out

  • Safeguarding

When someone has a criminal record

Guidance on what to do if a staff member or volunteer has a criminal record

  • Safeguarding

What you need to know about whistleblowing

Find out about whistleblowing, and the policies your organisation should have in place.

  • Safeguarding

Deciding to whistleblow

Questions you might ask yourself if you're thinking of raising a concern.

  • Safeguarding

Challenges and issues in whistleblowing

Find out about different types of concerns and ways they can be reported.

  • Safeguarding

Why does language matter?

Find out why it's useful to stay up to date with safeguarding terminology

  • Safeguarding

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

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

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

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

Charity finance skills (1 day)

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

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

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

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

APPG on Charities and Volunteering: local partnership working

Join us for a discussion on the future of partnership working between local government and civil society.