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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

Spring Statement 2025: what it means for charities

  • Funding and income
  • Government and politics

The Road Ahead 2025

  • Government and politics

The importance of project management in the voluntary sector

  • Business planning and strategy

Power of Small project report

The Power of Small: championing small organisations across the sector

  • Impact and evaluation

How your charity can make the most of Small Charity Week

Practical ways to take part in Small Charity Week – from sharing your story to getting free training, funding support and expert advice.

  • Cost of living
  • Campaigning

194 small charities selected for Small Charity Week match funding campaign

  • Collaboration
  • Funding and income

Civil society’s priorities for the new Covenant

A new report by NCVO and ACEVO sets out six key recommendations to make the Civil Society Covenant meaningful, based on feedback from over 1,000 organisations.

  • Campaigning
  • Government and politics

What Spending Review 2025 means for charities

Explore how the 2025 Spending Review affects charities – including changes to welfare, school meals, NICs and local government funding.

  • Funding and income
  • Government and politics

How to influence the new government effectively

  • Campaigning
  • Government and politics

Political campaigning

Guidance to help you campaign with confidence during an election

  • Government and politics
  • Campaigning

What's different about charity finance

Find out what makes charity finance different and how to plan appropriately

  • Financial management

Internal controls

Internal controls are the things you do to help manage the risk of an error or a fraud

  • Financial management

Fraud

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

  • Financial management

Audit and independent examination

The difference between audits and independent examinations and how to prepare for both

  • Financial management

Record keeping and accounting

The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.

  • Financial management

Writing a financial strategy

Guidance on creating a financial strategy and what you need to include

  • Financial management

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

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

Successful funding applications (0.5 day)

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

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

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

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

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 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.

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

Outcomes and impact measurement (1 day)

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

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