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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 FSI to transfer key small charity assets to NCVO on closure

The Foundation for Social Improvement and NCVO have reached an agreement to transfer the FSI’s key charity assets to NCVO when the organisation ceases activity on 3 May 2023

  • Inside NCVO

Small charity support: 5 key points for insfrastructure organisations

  • Collaboration

How to join the Big Help Out

We share stories from people taking part in the Big Help Out and explain how you can get involved and make a difference in your community

  • Involving volunteers

Governance round-up: May 2023

This month we share reflections from our Governance Forum and introduce our new governance consultant

  • Governance

Practical support bulletin: May 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Financial management
  • Funding and income
  • Responding to crises

Raise your voice: Help NCVO and ACEVO develop a manifesto

Share your experiences and views with decision makers ahead of the next general election

  • Government and politics

Exploring new routes into charity employment for over 50s

New Charity Interns project will be hosted by NCVO and offer paid internships to people aged over 50

  • Employing and managing staff
  • Inside NCVO

Impact round-up: Spring 2023

Evaluation consultant Lucy Lernelius takes a deep dive into measuring the impact of volunteering

  • Impact and evaluation

Volunteers’ Week 2023: Building on the legacy of The Big Help Out

Director of strategic communications and insight, Saskia Konynenburg, shares ways to get involved in Volunteers' Week 2023

  • Involving volunteers

Volunteers’ Week 2023: Making volunteering accessible with the Alternative Futures Group

How to make volunteering accessible for people with learning disabilities and mental health conditions

  • Equity, diversity and inclusion

Safeguarding in grant applications

How grant makers can contribute to better safeguarding practice

  • Safeguarding

Safeguarding with grantholders

Safeguarding considerations for grantmakers and grantholders

  • Safeguarding

Leading by example

How local infrastructure organisations can set an example to smaller charities and voluntary organisations with safeguarding

  • Safeguarding

Making safeguarding a priority

How local infrastructure organisations can make safeguarding a priority

  • Safeguarding

Making sure your own safeguarding is robust

How to embed robust safeguarding processes as an infrastructure organisation

  • Safeguarding

Managing information and confidentiality

How to manage information and confidentiality as an infrastructure organisation

  • Safeguarding

Recognising the risks your members present

How infrastructure organisations can promote safeguarding among their members and other organisations they support

  • Safeguarding

Supporting groups to become safer organisations

Guidance for safeguarding for small organisations and groups without their own safeguarding resources

  • Safeguarding

Your key responsibilities

Things you must do to embed safeguarding practices as an infrastructure organisation

  • Safeguarding

Working with area boards and networks

How to stay connected with your local area safeguarding boards

  • 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

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

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

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