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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 launched a new campaign in the summer of 2023 to help trustees and charity leaders consider the environmental impact of their charities’ investments

Campaigning

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

Funding and income
Governance
Cost of living

Our chief executive Sarah Vibert celebrates the start of Trustees' Week and shares our plans

Governance

Our policy and public affairs manager, Chris Walker, summarises the announcements from the King's Speech likely to impact our sector

Government and politics

Explore why diversity is a key area of reflection for your trustee board and what needs to happen to make a board truly diverse

Equity, diversity and inclusion
Governance

Read our open letter calling on the chancellor to ensure charities can continue providing essential services for communities

Funding and income
Cost of living

Why the government must act to cover the true cost of charities delivering public services

Cost of living
Funding and income

An update on what's happening in Westminster. Find out what the King’s Speech and government reshuffle means for charities

Government and politics

The latest volunteering news, resources and dates for your diary

Involving volunteers

Lessons from Trustees’ Week 2023 and upcoming dates for your diary

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

Guidance for using NCVO's control on expenditure manual templates

Governance

Guidance for using NCVO's financial procedures manual templates - investment and borrowing section

Governance

Guidance for using NCVO's financial procedures manual templates - controls on financial assets

Governance

Guidance for using NCVO's financial procedures manual templates - human resources

Governance

Guidance for using NCVO's financial procedures manual templates - controls on physical assets

Governance

Downloadable financial procedures manual templates for charities and voluntary organisations.

New to trusteeship or looking to hone your skills? Sign in to access our Trustees' Week webinar series

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

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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)

Charity finance skills (1 day)

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