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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

Government policy and funding round-up: January 2023

This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements

  • Funding and income
  • Government and politics

The challenges of charity banking

Banking is often one of the greatest day-to-day challenges faced by charities. Policy and insight manager Sam Mercadante explores the issue in more detail, and shares details of a new NCVO project

  • Financial management

Practical support bulletin: January 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Funding and income
  • Financial management
  • Responding to crises

The Road Ahead 2023: The ongoing impact of cost of living

In the first of our Road Ahead series, we consider what the cost of living crisis could mean for us all in the months ahead

  • Responding to crises

The Road Ahead 2023: Supporting staff, trustees and volunteers

As part of our Road Ahead series, we explore the issues affecting the people at the heart of our organisations

  • Employing and managing staff
  • Governance
  • Involving volunteers

The Road Ahead 2023: Keeping up the pace on equity, diversity and inclusion

In this Road Ahead article, we reflect on our shared commitment to better reflect and engage with the communities we serve

  • Equity, diversity and inclusion

The Road Ahead 2023: Adapting to political change

As part of our Road Ahead series, we consider how the voluntary sector responds to continuing political turbulence

  • Government and politics

The Road Ahead 2023: Responding to new laws and regulations

In the last of our Road Ahead series, we shine a spotlight on new laws and regulations that may affect you

  • Law and regulation

The Big Help Out: Why it matters and how to get involved

What you need to know about the Big Help Out: a campaign to get more people volunteering

  • Involving volunteers

Impact round-up: Winter 2023

Evaluation consultant Carol Jennions looks at wellbeing evaluation and shares useful resources alongside some exciting new training opportunities

  • Impact and evaluation

Convincing senior leaders and trustees to get involved in digital change

Convince your charity, organisation or community group's leaders to support digital change

Tackling barriers to digital change for staff and volunteers

Help your organisation's staff and volunteers to engage with digital change

  • Digital and technology

Finding software discounts safely

Find out about charity software discounts to help your organisation use technology

  • Digital and technology

Finding comparisons of software and digital tools

Find some comparisons of software and digital tools used by charities, organisations or community groups

  • Digital and technology

Comparing DIY website-building tools

There are lots of online website builders. Use this comparison page to find the best one for your organisation. You won’t need to learn coding or language programming.

  • Digital and technology

Choosing a content management system or website framework

Developers will make decisions as they build your new website or digital project. Use this page to help you understand those decisions.

  • Digital and technology

Comparing video conferencing software

Use this page to help you work out if you need to change video calling software. You might decide to use different software and tools for different things.

  • Digital and technology

Understanding systems and tools for sharing eLearning

More information on eLearning resources, tools and systems

  • Digital and technology

Delivering successful online surveys and choosing the right survey platform

Use this page to learn about getting good survey response rates, get tips on survey design and compare different survey platforms.

  • Digital and technology

Choosing new software or digital tools

Advice on how to choose digital tools for your voluntary organisation

  • Digital and technology

Tools and methods for measuring outcomes (1 day)

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

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.

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 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