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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

We’ve written to the chancellor calling for urgent action on the planned increase to employer National Insurance Contributions (NICs) for the voluntary sector

Employing and managing staff
Funding and income

This Trustees' Week we celebrated the role of trustees across the UK and explored the challenges and opportunities in trustee recruitment and retention

Involving volunteers
Governance

Government and politics
Funding and income

Collaboration
Financial management

Funding and income
Involving volunteers

Leadership
Governance

Business planning and strategy
Impact and evaluation
Consultancy

Funding and income
Campaigning

Campaigning
Governance

Inside NCVO

Charities are usually exempt from paying corporation or income tax, but there are some situations where you might become liable

Financial management

When do charities need to consider VAT and what are the exemptions?

Financial management

How to trade as a charity, and what the risks are

Financial management

Charities are allowed to trade under certain circumstances, but if you've decided to develop a trading activity which is not allowed, you'll need to establish a trading subsidiary. Here's how.

Financial management

Gift Aid is a scheme which allows charities to claim an extra 25p for every £1 donated

Financial management

GASDS is a top up on small cash donations without using Gift Aid

Financial management

Guidance on complying with with HMRC Making Tax Digital reporting requirements

Financial management

Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.

Financial management

Find out about some of the areas to consider when managing financial difficulties and insolvency

Financial management

Learn about how to work though helping your organisation manage financial uncertainty

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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