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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

The Rt Hon Stuart Andrew MP reflects on Volunteers' Week 2023

As Volunteers' Week 2023 draws to a close, the Minister for Civil Society looks back on the week and shares his thoughts

  • Involving volunteers

Governance round-up: June 2023

Reflections on the recent Charity Commission board appointments along with updates and upcoming events

  • Governance

Volunteering round-up: June 2023

Volunteering consultant Helen Tourle shares the latest volunteering news, updates, events and training

  • Involving volunteers

Time Well Spent 2023

We share findings from our latest national survey on the volunteer experience

  • Involving volunteers

The inside track: June 2023

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Election manifesto: Sheffield charities have their say

Charity representatives tell us their priorities ahead of next year’s general election

  • Government and politics

Fuelling positive change: NCVO launches campaign to encourage charities to consider divestment

NCVO launches campaign to encourage charities to consider divestment

  • Campaigning

Volunteering round-up: July 2023

Volunteering consultant Helen Tourle shares volunteering news and dates for your diary

  • Involving volunteers

Practical support bulletin: July 2023

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

  • Financial management
  • Funding and income
  • Responding to crises

Government policy and funding round up: July 2023

An update on our influencing work, government policy and funding announcements

  • Funding and income
  • Government and politics

Protection for whistleblowers

Legal protections for people who raise concerns

  • Safeguarding

Protection under PIDA

How the Public Interest Disclosure Act protects any whistleblowing worker

  • Safeguarding

Key duties of organisations

What organisations are expected or obliged to do when concerns are raised

  • Safeguarding

Non-recent and historic abuse

Find out about 'limitation periods' regarding certain types of claim

  • Safeguarding

Getting started with DBS checks

Information about DBS checks and tools to help you understand the law as it applies to the roles in your organisation

  • Safeguarding

Overview

Information about getting DBS checks for staff and volunteers

  • Safeguarding

Plan for specific roles

How to identify potential risks when creating a new staff or volunteering role

  • Safeguarding

Asking about someone's criminal history

How and when to ask about a staff member or volunteer's criminal history

  • Safeguarding

Types of DBS check

A comprehensive guide to different types of DBS checks

  • Safeguarding

Deciding which checks to carry out

Different roles will require different checks. This page explores what checks you might need to run

  • Safeguarding

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

Small Charity Week 2025 Webinar: Top tips to create an effective fundraising strategy

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.

Trust fundraising in a challenging climate: Over to you

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.

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

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

Charity finance skills (1 day)

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

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice