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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

Direct costs and support costs

Learn about direct costs and support costs for single and multiple projects

  • 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

S

Useful terms when talking about safeguarding and volunteering

  • Safeguarding

T - Z

Useful terms when talking about safeguarding and volunteering

  • Safeguarding

Being prepared for safeguarding

How to make sure you're giving grants to people who are doing safeguarding well.

  • Safeguarding

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

Webinar: Top tips for successful corporate fundraising

Get practical tips to deliver successful corporate fundraising.

Introduction to EDI in charities (2 x 0.5 days)

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation.

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

Outcomes and impact measurement (1 day)

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

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

Governance Forum

A space for charity governance professionals to come together, learn and network

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

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

NCVO/Zurich Summit: Navigating risk and resilience in a divided society

Join sector leaders for an in‑person summit exploring how extremism, polarisation and social division are shaping charity risk and resilience. Hear emerging insights, take part in discussions, and contribute to NCVO’s upcoming Spring Briefing.

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting