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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

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

Governance

Guidance for using NCVO's control on expenditure manual templates

Governance

Involving volunteers

Responding to crises
Collaboration
Involving volunteers

Governance
Equity, diversity and inclusion
Inside NCVO

Involving volunteers

Governance
Law and regulation

Funding and income
Impact and evaluation
Responding to crises

Inside NCVO
Collaboration
Involving volunteers

Law and regulation
Government and politics

Responding to crises

Involving volunteers

Learn about what budgets and cashflow forecasts are and how to write a budget

Financial management

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

Financial management

Learn about how to build a cashflow forecast and how the cashflow process works

Financial management

Guidance on budgeting for projects and recovering costs

Financial management

Learn about direct costs and support costs for single and multiple projects

Financial management

Learn about what cost allocation and apportionment mean and how it works in practice

Financial management

Learn about what full cost recovery means and what the limitations are

Financial management

How to prepare annual accounts and a Trustees’ Annual Report and make them available on request

Financial management

Creating financial information that helps managers and trustees

Financial management

What to consider when deciding on investments

Financial management

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

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

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

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

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

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 course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

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

Join us for a discussion on the future of partnership working between local government and civil society.

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Charity trustee induction and refresher (2 x 0.5 days)

Safeguarding essentials in charities (1 day)

Safeguarding essentials for trustees (0.5 day)

Managing people in the charity sector (2 days)

Charity finance skills (1 day)

Good practice in volunteer management (1 day)

Project management in the voluntary sector (2 days)

Data protection essentials (2 x 0.5 days)

Designated safeguarding leads in charities (1 day)

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