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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

Creating inclusive growth: Local Enterprise Partnerships' engagement with the voluntary sector

  • Collaboration
  • Involving volunteers

Levelling up: The UK Shared Prosperity Fund

  • Government and politics

Volunteering: A family affair? Summary report

  • Involving volunteers

Volunteering: A family affair?

  • Involving volunteers

Beyond charities

  • Equity, diversity and inclusion

The impact of covid-19 on the voluntary sector

  • Coronavirus
  • Involving volunteers

The Road Ahead 2020

A review of the voluntary sector's operating environment.

  • Responding to crises
  • Coronavirus
  • Funding and income

Creating partnerships for success

  • Collaboration
  • Impact and evaluation

Time Well Spent: Volunteering in the public sector

  • Involving volunteers

Service Directory

Our Service Directory connect members with specialists who can save our members time and money. Each specialist has experience working with charities and voluntary organisations.

  • Finance
  • HR and recruitment
  • IT and data protection

What is divestment?

Learn about what divestment is and the aims and impacts of divesting from fossil fuels

  • Campaigning

Deciding to set up a new charitable organisation

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

  • Setting up

Choosing your legal structure

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

  • Setting up

Understanding charity status and registration

Find out what charity status is and if you need to register as a charity

  • Setting up

Understanding social enterprise

Find out about social enterprises and their associated legal structures

  • Setting up

A charity's governing document: What it should include

Find out what information should be included in your charity's governing document

  • Setting up

Introduction to employment law

Understand your core legal responsibilities to your employees

  • Employing and managing staff

Understanding employment law

A short summary of your general legal obligations to paid members of staff

  • Employing and managing staff

Conditions of employment

A quick introduction to employment law on the conditions of employment

  • Employing and managing staff

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

Charity finance strategy (1 day)

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

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

Developing a Fundraising Strategy (0.5 day)

Learn how to build a more intentional approach to your fundraising for a more financially sustainable future.

Leading change and transformation (2 days)

This practical two-day course for aspiring and existing charity leaders will build your confidence and skills to deliver impact for yourself and your organisation. Learn who your key stakeholders are and how to use communication tools to build engagement and partnerships

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

Leading a thriving organisational culture (1 Day)

This training provides you with the insights, tools, and confidence to evaluate and strengthen your organisation’s culture providing a strong foundation for success.

Safeguarding essentials for trustees (0.5 day)

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

eLearning: Roles and duties of trustees

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.