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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

Governance
Leadership

Campaigning
Government and politics

Learn more about telephone fundraising for voluntary organisations

Funding and income

Learn about what fundraising myths exist

Funding and income

Decide if crowdfunding is right for you

Funding and income

Learn about how to run a crowdfunding campaign

Funding and income

Guidance to help you think about your funding and income planning

Funding and income

Find out what delivering public services means and if you can get funding from public sector organisations

Funding and income

Learn more about the commissioning cycle

Funding and income

Funding and income

Learn about what evaluation is and why it's important for your organisation

Impact and evaluation

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 course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

In this free webinar, you'll learn the simple steps your charity can take to protect against and prepare for a terrorist incident when hosting events at venues and public spaces. This webinar is hosted in partnership with the National Counter Terrorism Security Office (NaCTSO).

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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

Learn Practical tips to ensure you are successful in your funding bid applications.

Get an introduction to data collection methods and practical guidance for evaluating your work

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

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Before you start

Writing the financial procedures manual

Introduction

Financial responsibilities

Delegation of authority

Reserves policy

Conflicts of interest

Segregation of duties

Exercising budgetary control and monitoring

Controls on income

Saskia Konynenburg appointed Interim Chief Executive of NCVO

Civil Society Covenant launched to reset partnership with government

Telephone fundraising

Fundraising myths

Choosing crowdfunding

How to run a crowdfunding campaign

Funding and income planning

Delivering public services

The commissioning cycle

Social investment

Fundraising methods

What is evaluation?

Charity finance strategy (1 day)

Good practice in volunteer management (1 day)

Designated safeguarding leads in charities (1 day)

Data protection essentials (2 x 0.5 days)

How to keep your event safe from a terrorist incident (1 hour)

Strategic leadership (1 day)

Project management in the voluntary sector (2 days)

Successful funding applications (0.5 day)

Tools and methods for measuring outcomes (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

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Charity finance strategy (1 day)

Good practice in volunteer management (1 day)

Designated safeguarding leads in charities (1 day)

Data protection essentials (2 x 0.5 days)

Strategic leadership (1 day)

Project management in the voluntary sector (2 days)

Successful funding applications (0.5 day)

Tools and methods for measuring outcomes (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

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