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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

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

Learn more about your organisation's financial position and understanding the timings of financial challenges

Financial management

Learn more about what insolvency means and how cashflow forecasting can help

Financial management

Guidance on taking control of your situation, adopting a people-centred approach and seeking professional advice

Financial management

Learn about what support is available for managing energy costs and being energy efficient

Financial management

Learn about the key stages of collaboration and what they mean for your organisation

Collaboration

Collaborative working, also known as joint or partnership working, covers a variety of ways that two or more organisations can work together

Collaboration

Decide whether collaboration will help you achieve your aims by learning about the potential benefits and risks

Collaboration

A checklist of questions to help you decide whether to work collaboratively on a given project.

Collaboration

Tips to help voluntary organisations collaborate effectively with the right partners

Collaboration

This page explains the different ways that voluntary organisations may collaborate in order to bid for and deliver a commissioned contract

Collaboration

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 people with little or no financial background to feel confident in managing day-to-day charity finance

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

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

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

Being an NCVO member means being part of a community. Whether you've just joined us, or you're renewing your membership and need a refresher, join this session to meet and network with other members online

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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)

Charity finance skills (1 day)

Supporting good governance (4 x 0.5 days)

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

Charity trustee induction and refresher (2 x 0.5 days)

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