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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

Governance round-up: February 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: February 2022

  • Government and politics
  • Funding and income
  • Governance

What can charities learn from the Charity Commission's Kids Company report?

  • Governance
  • Law and regulation

How we delivered a programme evaluation with partners Rocket Science

  • Impact and evaluation
  • Collaboration

The UK Shared Prosperity Fund: What needs to happen next

  • Government and politics
  • Funding and income

Charities must do more than survive, they must change too

  • Business planning and strategy

Levelling up White Paper: What it means for charities and volunteering

  • Government and politics
  • Funding and income
  • Involving volunteers

Volunteering round-up: January 2022

  • Involving volunteers
  • Funding and income
  • Safeguarding

Governance round-up: January 2022

  • Governance

The Road Ahead 2022: Finding a new practicality through uncertain times

  • Law and regulation
  • Government and politics
  • Coronavirus

Safeguarding in the grant making process

Safeguarding considerations for grantmakers

  • Safeguarding

Safeguarding in grant applications

How grant makers can contribute to better safeguarding practice

  • Safeguarding

Safeguarding with grantholders

Safeguarding considerations for grantmakers and grantholders

  • Safeguarding

Leading by example

How local infrastructure organisations can set an example to smaller charities and voluntary organisations with safeguarding

  • Safeguarding

Making safeguarding a priority

How local infrastructure organisations can make safeguarding a priority

  • Safeguarding

Making sure your own safeguarding is robust

How to embed robust safeguarding processes as an infrastructure organisation

  • Safeguarding

Managing information and confidentiality

How to manage information and confidentiality as an infrastructure organisation

  • Safeguarding

Recognising the risks your members present

How infrastructure organisations can promote safeguarding among their members and other organisations they support

  • Safeguarding

Supporting groups to become safer organisations

Guidance for safeguarding for small organisations and groups without their own safeguarding resources

  • Safeguarding

Your key responsibilities

Things you must do to embed safeguarding practices as an infrastructure organisation

  • Safeguarding

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

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

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

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

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

Safeguarding essentials for trustees (0.5 day)

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

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