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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: September 2023

The latest guidance from the Charity Commission, new governance resources and upcoming training

  • Governance

National Inclusion Week: Why the language we use matters in building belonging

NCVO shares changes we’re making to our use of language along with reflections for the wider sector

  • Inside NCVO
  • Equity, diversity and inclusion

UK Civil Society Almanac 2023

The UK Civil Society Almanac, published annually by NCVO, is the definitive publication on the state of the voluntary sector. Widely cited by the media, it is used extensively by sector leaders, policy makers, journalists and academics

  • Government and politics
  • Involving volunteers

Narrowing the voluntary sector’s gender pay gap

Our policy and influencing manager Catherine Goodall talks about our work to address the gender pay gap – and explores what you can do to support change across the sector

  • Equity, diversity and inclusion

5 ways to embody the spirit of pride all year round

For National Inclusion Week, the NCVO Rainbow Network shares their thoughts on how to provide opportunities for making organisations more inclusive for the LGBTQIA+ community.

  • Equity, diversity and inclusion

Three key insights from this year’s NCVO Almanac

Following the release of our UK Civil Society Almanac 2023, our research and insight manager, Nayyara Tabassum, explores some of the report’s key takeaways

Volunteering round-up: October 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

NCVO AGM 2023: New trustees and priorities for the future

Highlights and key talking points from our annual general meeting

  • Inside NCVO

Governance round-up: October 2023

The latest guidance, resources and training for governance professionals

  • Governance

Meeting the challenges of a Cost of Giving Crisis this winter

NCVO's CEO Sarah Vibert launches our campaign to support charities and voluntary organisations this winter

  • Cost of living

Factors to consider before closing

Whatever your reasons for considering closure, you’re likely to have legal responsibilities to follow

Planning for closure

Steps you need to take before closing your organisation

  • Closing down

Create a closure plan

Depending on your route to closure and your legal structure, you may have different legal duties and wider responsibilities

Plan your closure communications

Once the decision has been made to close, you’ll need to decide who to inform and how to inform them

Organise your finances for closure

Key financial steps your need to take when closing your organisation

Supporting your staff and volunteers through closure

Your duty of care to staff, volunteers and beneficiaries should be at the top of any closure plans

Supporting your leadership team and trustees through closure

Closing an organisation will require courage and commitment from an organisation’s leadership

You hold data

You have a website and social media presence

You're currently fundraising

Guidance on refusing donations, communicating with donors, and returning donations

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

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

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

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

Recruiting volunteers (0.5 day)

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

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

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 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