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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

Policy and insight manager Sam Mercadante considers the implications of the Autumn Statement for charities

Latest updates on our influencing work, government policy and funding announcements

Financial management
Government and politics
Funding and income

Research exploring the volunteering experiences and perspectives of people from the global majority

Equity, diversity and inclusion
Involving volunteers

The latest resources, events and training to help your organisation with its impact and evaluation

Impact and evaluation

The latest volunteering news, resources and dates for your diary

Involving volunteers

New inclusion and campaigning resources, a chance to help shape investment principles, and dates for your diary

Governance

It is with much love and respect that we pay tribute to our colleague and friend, Michelle Curtis, who passed away unexpectedly in November.

How charities can harness the power of our collective voice in 2024

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

Cost of living
Digital and technology
Involving volunteers

Latest updates on our influencing work, government policy and funding announcements

Funding and income
Government and politics

A sample management calendar for users to adapt for their own organisations

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Sample role descriptions for a range of trustee roles

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Three samples formats of schemes of delegation for boards. A one stop document for all your delegated duties and ways to monitor them

This guide explores how to implement a good appraisal process that supports and motivates your CEO to do even better.

A guide to applying the principles of the Charity Governance Code, specially adapted for the smallest organisations.

The governance wheel is a simple tool that helps boards of voluntary organisations quickly get a sense of how well they’re functioning and fulfilling their roles.

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

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)

Project management in the voluntary sector (2 days)

Designated safeguarding leads in charities (1 day)

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

Supporting good governance (4 x 0.5 days)

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