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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

Governance
Law and regulation

Government and politics
Funding and income
Governance

Governance
Law and regulation

Impact and evaluation
Collaboration

Government and politics
Funding and income

Business planning and strategy

Government and politics
Funding and income
Involving volunteers

Involving volunteers
Funding and income
Safeguarding

Governance

Law and regulation
Government and politics
Coronavirus

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

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

Campaigning

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

Setting up

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

Setting up

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

Setting up

Find out about social enterprises and their associated legal structures

Setting up

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

Setting up

Understand your core legal responsibilities to your employees

Employing and managing staff

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

Employing and managing staff

A quick introduction to employment law on the conditions of employment

Employing and managing staff

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

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact

This course will give trustees an overview and understanding of charity governance, regulation and best practice

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

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

Get an introduction to data collection methods and practical guidance for evaluating your work

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to your organisation

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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Charity finance skills (1 day)

Authentic leadership (1 day)

Charity trustee induction and refresher (2 x 0.5 days)

Managing conflict and ending volunteering well (0.5 day)

Supporting good governance (4 x 0.5 days)

Tools and methods for measuring outcomes (1 day)

Introduction to EDI in charities (2 x 0.5 days)

Managing people in the charity sector (2 days)

Financial governance for trustees (0.5 day)

Good practice in volunteer management (1 day)

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