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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

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

Volunteering round-up: November 2022

  • Involving volunteers

Call for continuing energy bill support for voluntary organisations

Charities hit hardest by spiralling energy costs are facing a cliff edge of support unless the government continues subsidising bills past March 2023

  • Government and politics

The inside track: November 2022

Our latest update on what’s happening in Westminster that might impact charities. This month sees a new government, with plenty for charities to think about.

  • Government and politics

Five ways to support your staff during the cost of living crisis

Five ways you can support staff through the cost of living crisis when resources are limited

  • Responding to crises

Government policy and funding round-up: December 2022

This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements. For news related to what’s happening in parliament, see our regular inside track round-up.

  • Government and politics
  • Funding and income

Governance round-up: December 2022

NCVO's senior consultancy and training manager Dan Francis reflects on how the events of 2022 have shaped charity governance

  • Governance

Volunteers responding to crises

What we learned during the National Volunteering Forum, along with examples of actions you can take in response to the volunteering challenges facing the sector

  • Responding to crises

New Year message from NCVO's chief executive

As we enter the new year, read our advice for how to prepare for the challenges the sector is facing.

  • Government and politics
  • Responding to crises

Call for a long-term solution to the energy crisis

We’ve called for an urgent review into who's included in the government’s new energy discount scheme. We’re also calling for work to begin on a long-term support plan for the voluntary sector

  • Responding to crises

Governance round-up: January 2023

As we begin a new year, governance consultant Sally Stephens looks ahead to the big stories for 2023

  • Governance

Exit interviews

How to conduct exit interviews safely

  • Safeguarding

Sample safeguarding questions

Safeguarding questions to use during interviews

  • Safeguarding

Supporting safeguarding for your organisation

How you can support safeguarding for your organisation, internally and externally

  • Safeguarding

Specific safeguarding risks in communications and marketing

How to communicate about your organisation's work safely

  • Safeguarding

People who need safeguarding while fundraising

How to make safeguarding a central part of your fundraising

  • Safeguarding

Fundraising checklist and more resources

Making sure you’ve covered important aspects of safeguarding when fundraising

  • Safeguarding

Types of fundraising and associated risks

What are the safeguarding risks associated with different types of fundraising?

  • Safeguarding

Community fundraising

Guidance on involving volunteers in fundraising

  • Safeguarding

Corporate fundraising

What to consider when corporate fundraising

  • Safeguarding

Major donor fundraising

Safeguarding guidance for major donor fundraising

  • Safeguarding

Leading external engagement ( 1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Recruiting volunteers (0.5 day)

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

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

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

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

Safeguarding essentials for trustees (0.5 day)

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

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

Mentoring and coaching skills (0.5 days)

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