You searched for
''

Finance

Trustees must make sure their charity’s money is safe and used properly

  • Governance

Funding and fundraising

Trustees should think carefully about how to secure income for their charity

  • Governance

How to manage risk

Seven steps to help trustees manage risk in their charity

  • Governance
  • Risk

Managing people

Trustees need to make sure their charity follows employment law and has clear volunteer management processes

  • Governance

Reporting

Guidance on Charity Commission, Companies House and serious incident reporting

  • Governance

Strategy

Trustees should help oversee and develop their charity’s strategy

  • Governance

Recruiting and inducting trustees

Guidance on how to find and welcome new charity trustees

  • Governance

Removing trustees

Learn about the reasons to remove a trustee and the process to go through

  • Governance

The legal duties of trustees

Learn about what your boards legal duties are and the considerations for each of them

  • Governance

Trustee disqualification

Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.

  • Business planning and strategy

Why your organisation should get involved in The Big Help Out

Reasons and ways to support the nationwide campaign to get more people volunteering

Volunteering round-up: April 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: April 2024

The latest charity governance news, resources and dates for your diary

  • Governance

The Voluntary Sector Manifesto

A manifesto for the voluntary sector ahead of the 2024 general election

  • Government and politics

Making sense of the local elections and what they mean for charities

  • Government and politics

Practical support bulletin: May 2024

Resources, events and information on the big issues affecting small charities

  • Digital and technology
  • Business planning and strategy
  • Funding and income

The inside track: May 2024

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Volunteering round-up: May 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: May 2024

This month sees the launch of a consultation on the Charity Governance Code and new charity chair research

  • Governance

General election 2024: What charities should be doing

  • Government and politics

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Role description for a chief executive

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

Sub-committee terms of reference

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

CEO report template

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Sample schemes of delegation

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

Charity governance code

This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.

Charity governance code guide for micro charities

A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.

Governance wheel

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

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

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

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

Member forum: The Civil Society Covenant

Learn more about the Civil Society Covenant, and the steps to implement it, in this free event.

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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