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Banking guidance for charities

Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.

  • Financial management

Financial difficulty and insolvency

Find out about some of the areas to consider when managing financial difficulties and insolvency

  • Financial management

Working through financial challenges

Learn about how to work though helping your organisation manage financial uncertainty

  • Financial management

Our financial position and the importance of timing

Learn more about your organisation's financial position and understanding the timings of financial challenges

  • Financial management

Insolvency and cashflow forecasts

Learn more about what insolvency means and how cashflow forecasting can help

  • Financial management

Taking control, adopting a people-centred approach and seeking professional advice

Guidance on taking control of your situation, adopting a people-centred approach and seeking professional advice

  • Financial management

Managing your energy costs

Learn about what support is available for managing energy costs and being energy efficient

  • Financial management

Collaboration

Guidance on all aspects of collaboration, from mergers to working with local compacts

  • Collaboration

About collaborative working

An introduction to working with other organisations, including getting started and key stages

  • Collaboration

Key stages of collaboration

Learn about the key stages of collaboration and what they mean for your organisation

  • Collaboration

Creating inclusive growth: Local Enterprise Partnerships' engagement with the voluntary sector

  • Collaboration
  • Involving volunteers

Levelling up: The UK Shared Prosperity Fund

  • Government and politics

Volunteering: A family affair? Summary report

  • Involving volunteers

Volunteering: A family affair?

  • Involving volunteers

Beyond charities

  • Equity, diversity and inclusion

The impact of covid-19 on the voluntary sector

  • Coronavirus
  • Involving volunteers

The Road Ahead 2020

A review of the voluntary sector's operating environment.

  • Responding to crises
  • Coronavirus
  • Funding and income

Creating partnerships for success

  • Collaboration
  • Impact and evaluation

Time Well Spent: Volunteering in the public sector

  • Involving volunteers

Communicating change and consulting stakeholders

Guidance to help you communicate change and consult stakeholders

  • Employing and managing staff

Supporting staff and volunteers through change

Guidance to help you support staff and volunteers through change

  • Employing and managing staff

Understanding and managing resistance to change

Guidance to help you understand and manage resistance to change

  • Employing and managing staff

Embedding and evaluating change

Guidance to help you embed and evaluate change

  • Employing and managing staff

Five steps to restructuring your organisation

Five key steps to follow when restructuring a charity or voluntary organisation

  • Employing and managing staff

Proposing redundancies

What to do if you’re planning to make less than 20 employees redundant

  • Employing and managing staff

Modern slavery statements and charities

  • Law and regulation

Legal obligations of charities

Guidance for charities and their legal obligations

  • Law and regulation

Legal advice and assistance

Sources of legal advice and assistance for charities, voluntary organisations and social enterprises.

  • Law and regulation

Legal compliance checklist

This document contains a list of legal aspects that need to be covered by most voluntary organisations.

Successful funding applications (0.5 day)

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

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

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

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

Outcomes and impact measurement (1 day)

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

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

NCVO/Zurich webinar: Developing and embedding effective risk assessments for volunteers

Join us for an essential webinar on creating and embedding effective risk assessments to protect your volunteers and those they support

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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

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