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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 about how to go about writing your grant application

Guidance on preparing your budget

Funding and income

What happens after you apply for your grant

Funding and income

Basic guidance and top tips and tricks for finding grants

Funding and income

Find out about the different organisations that can help you

Funding and income

Funding and income

Learn more about what corporate fundraising is and if you should try it

Funding and income

Learning about what crowdfunding is

Funding and income

Learning about what donation buttons are

Funding and income

Guidance about fundraising events for your organisation

Funding and income

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

Learn how to build a more intentional approach to your fundraising for a more financially sustainable future.

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

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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Safeguarding essentials for trustees (0.5 day)

Developing a Fundraising Strategy (0.5 day)

Designated safeguarding leads in charities (1 day)

Outcomes and impact measurement (1 day)

Mentoring and coaching skills (0.5 days)

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

Charity finance skills (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Authentic leadership (1 day)

Managing conflict and ending volunteering well (0.5 day)

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