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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

National service and volunteering: A guide to the Conservative party’s policy announcement

  • Government and politics

Introducing NCVO’s new president and ambassador

Learn more about our new president, Baroness Delyth Morgan, and ambassador, Lord Simon Woolley

  • Inside NCVO

The Voluntary Sector Manifesto: Raising our voice

  • Government and politics

What the general election manifestos mean for the voluntary sector

  • Government and politics

Civil society hustings highlights

A round-up of the key talking points from the only national hustings dedicated to the voluntary sector

  • Government and politics
  • Campaigning

General election 2024: What charities can expect from a Labour government

Our analysis of the election result and what it means for the voluntary sector

  • Government and politics

An open letter to Keir Starmer

Our chief executive, Sarah Elliott, shares our vision for the sector on behalf of our members

  • Government and politics

Labour’s priorities ‒ our guide for the charity sector

Our analysis of Labour's first few days in government and what their announcements could mean for the charity sector

  • Government and politics

AI and small charities: Be part of our collective learning journey

NCVO and Microsoft UK share findings from our recent artificial intelligence (AI) event – along with opportunities for ongoing learning

  • Collaboration
  • Digital and technology

King's speech 2024: What do charities need to know?

The King's speech sets out the new Labour government's priorities for the months ahead, following the party's general election victory.

  • Government and politics

Safeguarding day-to-day

Understand how to make safeguarding part of your everyday activities and review what you are doing

  • Safeguarding

Getting people involved

Safeguarding works best when everyone is involved. Find out how to make that happen

  • Safeguarding

Choosing staff, volunteers and trustees

When to take checks and other recruitment steps that help keep people safe

  • Safeguarding

Policies and procedures

Find out about the most important documents needed for good safeguarding

  • Safeguarding

Roles and responsibilities

Making sure people take on the right roles and responsibilities to keep people safe

  • Safeguarding

Recognise, respond and report

Preparing staff and volunteers so they’re ready to deal with problems when they happen

  • Safeguarding

Understanding the risks

Identifying the types of harm that people you work with might experience

  • Safeguarding

Safeguarding training

Find training designed for charities, voluntary organisations and community groups

  • Safeguarding

Local and national support

Find organisations that can help you plan and review your safeguarding work

  • Safeguarding

About this guide

Find out who this guide is for and how to use it

  • Safeguarding

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Good practice in volunteer management (1 day)

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

Governance Forum

Our Governance Forum is a space for charity governance professionals and those who support good governance to come together, learn and network

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

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

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