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A collection of some of the most important sample documents, templates and tools for trustee boards.

Governance

These are some of the most important documents that an organisation needs if it wants to have a healthy, well-run trustee board. NCVO's governance experts have written or signposted to model versions of each one.

Governance

Information on annual reports and accounts for charities, and sample documents.

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

Funding and income
Government and politics

Government and politics

Business planning and strategy

Impact and evaluation

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

Collaboration
Funding and income

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

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

Campaigning
Government and politics

Use this tool to help your organisation write your business plan

Find out how to practice good safeguarding in your organisation.

Safeguarding

What the Charity Commission expects you to do, and the main areas of activity to focus on

Safeguarding

Find out more about your legal and regulatory responsibilities in safeguarding

Safeguarding

Get advice on the safeguarding challenges of working outside the UK

Safeguarding

If you’re worried about someone right now, follow these steps to help

Safeguarding

Find out more about the project supported by the National Lottery Community Fund and the Department for Digital Culture Media and Sport

Safeguarding

Understand how to make safeguarding part of your everyday activities and review what you are doing

Safeguarding

Safeguarding works best when everyone is involved. Find out how to make that happen

Safeguarding

When to take checks and other recruitment steps that help keep people safe

Safeguarding

This course will develop your skills and help you use a marketing approach to recruit volunteers

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

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

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

This course will give trustees an overview and understanding of charity governance, regulation and best practice

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

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

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

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

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

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Recruiting volunteers (0.5 day)

Supporting good governance (4 x 0.5 days)

Authentic leadership (1 day)

Charity finance skills (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Developing a volunteer strategy (1 day)

Safeguarding essentials for trustees (0.5 day)

Mentoring and coaching skills (0.5 days)

Safeguarding essentials in charities (1 day)

Good practice in volunteer management (1 day)

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