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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

We’ve written to the chancellor calling for urgent action on the planned increase to employer National Insurance Contributions (NICs) for the voluntary sector

Employing and managing staff
Funding and income

This Trustees' Week we celebrated the role of trustees across the UK and explored the challenges and opportunities in trustee recruitment and retention

Involving volunteers
Governance

Government and politics
Funding and income

Collaboration
Financial management

Funding and income
Involving volunteers

Leadership
Governance

Business planning and strategy
Impact and evaluation
Consultancy

Funding and income
Campaigning

Campaigning
Governance

Inside NCVO

Use this to help you write your data protection policy and procedures and other related documents.

Digital and technology

How to apply for grant funding for digital and technology costs

Digital and technology

Find out about national schemes to provide charities and other organisations with digital volunteer support

Digital and technology

How to choose the right digital agency or freelancer for your charity, organisation or community group

Digital and technology

How to build a great relationship with your organisation's digital partners

Get started with digital communications, campaigns and content in the charity sector and find out who can help

Digital and technology
Campaigning

Get the basics on data and insight and why they matter to charities, organisations and community groups

Digital and technology

A guide to help your organisation with your SWOT (strengths, weaknesses, opportunities, threats) analysis

Business planning and strategy

A guide to help organisations consider how the world is changing

Business planning and strategy

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

Business planning and strategy

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

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

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)

Supporting good governance (4 x 0.5 days)

Charity finance skills (1 day)

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

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