How to use NCVO's financial procedures manual template
Read through all our detailed guidance before completing your financial procedures manual.
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance on reserves policies for your charity
Incorporating conflicts of interest into your financial procedures manual
A basic building block of internal control
Putting together a properly costed plan, and then using it to monitor progress
The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Learn about what full cost recovery means and what the limitations are
How to prepare annual accounts and a Trustees’ Annual Report and make them available on request
Creating financial information that helps managers and trustees
What to consider when deciding on investments