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Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.

Governance

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

Involving volunteers
Collaboration

Responding to crises
Government and politics

Government and politics
Law and regulation

Equity, diversity and inclusion
Safeguarding
Governance

Impact and evaluation

Government and politics

Involving volunteers

Involving volunteers

Governance
Law and regulation

Funding and income
Government and politics
Governance

Understanding your safeguarding responsibilities when managing budgets, security and staff safety

Safeguarding

How to make sure your organisation is managing data safely and securely

Safeguarding

Find out about starting and checking due diligence when working with others

Safeguarding

Find more safeguarding resources that may be useful in your role

Safeguarding

How human resources can play a leading role in safeguarding

Safeguarding

Ensuring good safeguarding practice from interview to exit

Safeguarding

How to conduct recruitment practices safely

Safeguarding

How to conduct a safeguarding risk assessment when recruiting to a new role

Safeguarding

Guidance for advertising roles and processing applications

Safeguarding

Safeguarding considerations when shortlisting for roles

Safeguarding

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.

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

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

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

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.

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.

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

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

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Data protection essentials (2 x 0.5 days)

Safeguarding essentials for trustees (0.5 day)

Project management in the voluntary sector (2 days)

Designated safeguarding leads in charities (1 day)

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

Charity finance skills (1 day)

Supporting good governance (4 x 0.5 days)

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

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