A collection of some of the most important sample documents, templates and tools for trustee boards.
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.
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
Guidance to help you campaign with confidence during an election
Find out what makes charity finance different and how to plan appropriately
Internal controls are the things you do to help manage the risk of an error or a fraud
How to be aware of the risk factors relating to fraud and take steps to protect your organisation.
The difference between audits and independent examinations and how to prepare for both
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.
Guidance on creating a financial strategy and what you need to include
A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
How to create budgets, cashflow forecasts and understanding the cashflow process