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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

External reporting

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

  • Financial management

Management accounts

Creating financial information that helps managers and trustees

  • Financial management

Why your organisation should get involved in The Big Help Out

Reasons and ways to support the nationwide campaign to get more people volunteering

Volunteering round-up: April 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: April 2024

The latest charity governance news, resources and dates for your diary

  • Governance

The Voluntary Sector Manifesto

A manifesto for the voluntary sector ahead of the 2024 general election

  • Government and politics

Making sense of the local elections and what they mean for charities

  • Government and politics

Practical support bulletin: May 2024

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

  • Digital and technology
  • Business planning and strategy
  • Funding and income

The inside track: May 2024

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Volunteering round-up: May 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: May 2024

This month sees the launch of a consultation on the Charity Governance Code and new charity chair research

  • Governance

General election 2024: What charities should be doing

  • Government and politics

Backing up your data

Protecting your charity from malware

Keeping your smartphones (and tablets) safe

  • Digital and technology

Using passwords to protect your data

Avoid phishing attacks

Beyond the basics in cybersecurity

A more detailed approach to cyber risk management for your charity, organisation or community group

GDPR, data protection law, Brexit and how to keep on top of your responsibilities

How to keep on top of your data protection responsibilities

  • Digital and technology

Understanding data protection

  • Digital and technology

Steps to improve data protection in your organisation

Use this page to make sure you’re meeting your data protection responsibilities.

  • Digital and technology

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

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

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

Member forum: The Civil Society Covenant

Learn more about the Civil Society Covenant, and the steps to implement it, in this free event.

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

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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

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

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

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