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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

Volunteering during the covid-19 pandemic: What we know

  • Involving volunteers
  • Coronavirus

Governance round-up: July 2022

Read our latest round-up for trustees and governance professionals, with useful sector updates, training courses and written guidance.

  • Governance

Impact round-up: August 2022

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

  • Impact and evaluation

Time Well Spent: A national survey on the volunteer experience

Our survey of more than 10,000 people provides the most detailed analysis of volunteering for a decade

  • Digital and technology
  • Involving volunteers

Time Well Spent: Employer-supported volunteering

Building on existing work on corporate volunteering, this report looks at employer-supported volunteering through the eyes of the volunteer

  • Employing and managing staff
  • Involving volunteers

Government policy and funding round-up: August 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

Governance round-up: August 2022

Governance consultant Sally Stephens shares updates on the Charities Act and the Charity Governance Code, along with some exciting training opportunities for trustees

  • Governance

Turning abandoned shares into support for communities – and what you can do to help

We explain what dormant assets are, how they could support communities and how you can help make that happen.

  • Law and regulation

Supporting members through the cost of living crisis

  • Government and politics
  • Responding to crises

Government must provide immediate financial support to help communities

Voluntary sector partners joint statement on the cost of living crisis

  • Government and politics
  • Responding to crises

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

You have restricted funding

You have a permanent endowment

You have physical assets

You own land or property

Influencing parliament and government (2 x 0.5 days)

Gain a clear understanding of the UK political system, the points of access and influence. Get top tips about what works and what to avoid.

Tools and methods for measuring outcomes (1 day)

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

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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.

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

How to handle volunteer concerns and complaints

Learn how to respond effectively and constructively to concerns and complaints raised by volunteers in this free webinar.

Charity finance strategy (1 day)

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

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.