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A template agenda for a board meeting.

A sample code of conduct for trustees.

Sample declaration of interests form for trustees

Sample trustee expenses claim form

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

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

Sample role descriptions for a range of trustee roles

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

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

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.

We’ve written to the chancellor calling for urgent action on the planned increase to employer National Insurance Contributions (NICs) for the voluntary sector

Employing and managing staff
Funding and income

This Trustees' Week we celebrated the role of trustees across the UK and explored the challenges and opportunities in trustee recruitment and retention

Involving volunteers
Governance

Government and politics
Funding and income

Collaboration
Financial management

Funding and income
Involving volunteers

Leadership
Governance

Business planning and strategy
Impact and evaluation
Consultancy

Funding and income
Campaigning

Campaigning
Governance

Inside NCVO

Information on the types of charity mergers and the different reasons for merging

Collaboration

This page highlights key questions to think about before making the decision to merge

Collaboration

Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries

Collaboration

Things to consider in the run-up to a formal merger

Collaboration

Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key

Collaboration

What to consider once your merger has completed

Collaboration

A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments

Collaboration

How to involve people who use services in the design and delivery of services

Collaboration

What to consider when setting up a joint working agreement

Collaboration

A checklist to help you develop a joint working agreement

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

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

This essentials course is suitable for anyone within an organisation that handles the personal data of staff, service users, beneficiaries, volunteers, customers, members or supporters, and needs to know the basics of data protection for voluntary organisations.

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

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

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

This free webinar as part of Small Charity Week 2025, will give small charity leaders practical tips to develop and deliver a successful fundraising strategy to ensure the resilience and sustainability of their charity.

We know that increased competition for funding, shifting priorities among funders, and economic uncertainty are making trust fundraising more challenging for charities. It’s more important than ever to understand the evolving funding landscape and adapt your approach. This free event is an opportunity to network with other NCVO members in facilitated discussions. Share experiences and challenges, work through solutions together, develop new relationships and learn from your peers.

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

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

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Boost your personal influence and impact (0.5 day)

Charity finance strategy (1 day)

Data protection essentials (2 x 0.5 days)

Safeguarding essentials for trustees (0.5 day)

Project management in the voluntary sector (2 days)

Designated safeguarding leads in charities (1 day)

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

Charity finance skills (1 day)

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