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How to use NCVO's financial procedures manual template

Governance

Read through all our detailed guidance before completing your financial procedures manual.

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance on reserves policies for your charity

Governance

Incorporating conflicts of interest into your financial procedures manual

Governance

A basic building block of internal control

Governance

Putting together a properly costed plan, and then using it to monitor progress

Governance

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

Governance

Involving volunteers
Collaboration

Responding to crises
Government and politics

Government and politics
Law and regulation

Equity, diversity and inclusion
Safeguarding
Governance

Impact and evaluation

Government and politics

Involving volunteers

Involving volunteers

Governance
Law and regulation

Funding and income
Government and politics
Governance

Our Service Directory connect members with specialists who can save our members time and money. Each specialist has experience working with charities and voluntary organisations.

Finance
HR and recruitment
IT and data protection

Learn about what divestment is and the aims and impacts of divesting from fossil fuels

Campaigning

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

Setting up

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

Setting up

Find out what charity status is and if you need to register as a charity

Setting up

Find out about social enterprises and their associated legal structures

Setting up

Find out what information should be included in your charity's governing document

Setting up

Understand your core legal responsibilities to your employees

Employing and managing staff

A short summary of your general legal obligations to paid members of staff

Employing and managing staff

A quick introduction to employment law on the conditions of employment

Employing and managing staff

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

Join us for an essential webinar on creating and embedding effective risk assessments to protect your volunteers and those they support

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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

Get an introduction to data collection methods and practical guidance for evaluating your work

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

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

This practical two-day course for aspiring and existing charity leaders will teach you how to adapt to an ever-changing environment. Learn how to successfully deliver meaningful change to improve your team or organisation

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

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Charity trustee induction and refresher (2 x 0.5 days)

Strategic leadership (1 day)

Financial governance for trustees (0.5 day)

Safeguarding essentials in charities (1 day)

Tools and methods for measuring outcomes (1 day)

Recruiting volunteers (0.5 day)

Better impact reporting (0.5 day)

Leading change and transformation (2 days)

Advanced project management (1 day)

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