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Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.

Governance

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

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

Learn about what budgets and cashflow forecasts are and how to write a budget

Financial management

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

Financial management

Learn about how to build a cashflow forecast and how the cashflow process works

Financial management

Guidance on budgeting for projects and recovering costs

Financial management

Learn about direct costs and support costs for single and multiple projects

Financial management

Learn about what cost allocation and apportionment mean and how it works in practice

Financial management

Learn about what full cost recovery means and what the limitations are

Financial management

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

Financial management

Creating financial information that helps managers and trustees

Financial management

What to consider when deciding on investments

Financial management

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

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

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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)

Designated safeguarding leads in charities (1 day)

Project management in the voluntary sector (2 days)

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

Supporting good governance (4 x 0.5 days)

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