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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

Government and politics

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

Inside NCVO

Government and politics

Government and politics

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

Government and politics
Campaigning

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

Government and politics

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

Government and politics

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

Government and politics

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

Collaboration
Digital and technology

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

Guidance to help you campaign with confidence during an election

Government and politics
Campaigning

Campaigning

Find out what makes charity finance different and how to plan appropriately

Financial management

Internal controls are the things you do to help manage the risk of an error or a fraud

Financial management

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

Financial management

The difference between audits and independent examinations and how to prepare for both

Financial management

The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.

Financial management

Guidance on creating a financial strategy and what you need to include

Financial management

A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets

How to create budgets, cashflow forecasts and understanding the cashflow process

Financial management

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

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

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

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Boost your personal influence and impact (0.5 day)

Charity finance strategy (1 day)

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)

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