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Financial procedures manual

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

  • Governance

Before you start

How to use NCVO's financial procedures manual template

  • Governance

Writing the financial procedures manual

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

Introduction

Guidance for using NCVO's financial procedures manual templates

  • Governance

Financial responsibilities

Guidance for using NCVO's financial procedures manual templates

  • Governance

Delegation of authority

Guidance for using NCVO's financial procedures manual templates

  • Governance

Reserves policy

Guidance on reserves policies for your charity

  • Governance

Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

  • Governance

Segregation of duties

A basic building block of internal control

  • Governance

Exercising budgetary control and monitoring

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

  • Governance

State of the Sector 2024: Reaction and reflections

Our chief executive Sarah Vibert shares her thoughts on key findings from NPC’s new charity sector report

  • Government and politics
  • Equity, diversity and inclusion
  • Responding to crises

The True Cost of Delivering Public Services

A survey of UK charities

  • Government and politics
  • Funding and income

Government policy and funding round-up: March 2024

An update on our influencing work, government policy and funding announcements

  • Government and politics

Update on our work to tackle public services delivery crisis

An update on our work to address the chronic underfunding of public services delivered by charities.

  • Funding and income

Spring budget 2024: What it means for charities

Key points from the budget and analysis of how it will impact the voluntary sector

  • Government and politics
  • Funding and income

Practical support bulletin: March 2024

Resources, events, support and information on the big issues affecting small charities

  • Business planning and strategy
  • Involving volunteers

Impact round-up: March 2024

Our latest impact and evaluation support, guidance and training

  • Impact and evaluation

Volunteering round-up: March 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

The inside track: March 2024

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Governance round-up: March 2024

The latest governance news, resources and dates for your diary

  • Governance

The legal duties of trustees

Learn about what your boards legal duties are and the considerations for each of them

  • Governance

Trustee disqualification

Guidance to help your board learn about the rules on automatic disqualification, who this applies to and applying for waivers.

  • Business planning and strategy

The rules on trustee disqualification

The rules on the automatic disqualification of trustees and senior managers.

  • Governance

Updated conditions in the Charities Act 2016

Learn what's included on trustee disqualification in the Charities Act 2016.

  • Governance

Applying to stop disqualification

What the board, trustees and senior manages can do in the event of trustee disqualification.

  • Governance

Developing your trustees skills

Learn about how you can develop trustee skills

  • Governance

Making changes to governing documents

Learn about the types of changes you can make to your governing document and the related rules

  • Governance

Equality, diversity and inclusion at board level

Use this series of pages as an introduction to begin the process of reflecting on equality, diversity and inclusion on your board

  • Governance

Explaining equality, diversity and inclusion

What is equality, diversity and inclusion?

  • Governance

Why trustee diversity is important

It’s important for boards to understand why they should actively consider and create the right cultural environment for individuals from marginalised and minoritised backgrounds to become trustees.

  • Governance

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

Charity finance strategy (1 day)

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

Data protection essentials (2 x 0.5 days)

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.

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

Project management in the voluntary sector (2 days)

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

Designated safeguarding leads in charities (1 day)

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

Small Charity Week 2025 Webinar: Top tips to create an effective fundraising strategy

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.

Trust fundraising in a challenging climate: Over to you

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.

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

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

Supporting good governance (4 x 0.5 days)

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