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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

Controls on income

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

  • Governance

Controls on expenditure

Guidance for using NCVO's control on expenditure manual templates

  • Governance

Statement from NCVO chair, Priya Singh, on the outcomes of investigations into complaints

The board of trustees is committed to NCVO’s equity, diversity and inclusion (EDI) and culture change programme.

The civil society group launches to increase collaboration, improve efficiency, effectiveness and streamline engagement

Today sees the launch of The Civil Society Group – an informal collaboration of organisations representing members and groups from across the charity sector and wider civil society.

  • Collaboration

Record membership growth for NCVO and better-than-expected financial performance highlighted in 2021 annual report

Ahead of its Annual General Meeting on 22 November, NCVO today publishes its annual report and financial accounts for the year ending 31 March 2021.

  • Membership

New research examines volunteering policy response in England during the pandemic

A new research briefing published today and authored by the National Council for Voluntary Organisations (NCVO) examines the government’s policy response to volunteering in England, and its impact, during the covid-19 pandemic.

  • Coronavirus

New research shows increased charity demand for services and support from sector infrastructure organisations during the pandemic

The pandemic has increased demand within the voluntary sector for services and support from charity infrastructure organisations, according to new research released today.

  • Coronavirus

NAVCA to take over volunteer centre quality accreditation from NCVO

NCVO and NAVCA reached an agreement which saw the Volunteer Centre Quality Accreditation (VCQA) transfer to NAVCA from 1 January 2022. This

  • Inside NCVO

NCVO road ahead 2022 helps charities chart route to 'new practicality' amid constant uncertainty

The voluntary sector will have to accept a level of constant uncertainty in 2022, but should still be optimistic about its ability to provide dignity, purpose and hope for society, says NCVO’s Road Ahead 2022.

  • Coronavirus

NCVO statement on third sector article

Our statement in response to today’s (25 January 2022) Third Sector article relating to the investigations into complaints at NCVO, which completed in September 2021.

NCVO and ACEVO call for all charity roles to be advertised as flexible

The voluntary sector needs to lead the way on flexible working and advertise all roles as flexible, with employers encouraging open conversations about how it can work in their organisation.

  • Employing and managing staff

About mergers

Information on the types of charity mergers and the different reasons for merging

  • Collaboration

Deciding to merge

This page highlights key questions to think about before making the decision to merge

  • Collaboration

Due diligence

Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries

  • Collaboration

Pre-merger: Areas of focus

Things to consider in the run-up to a formal merger

  • Collaboration

Merger process

Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key

  • Collaboration

Actions post-merger

What to consider once your merger has completed

  • Collaboration

Working with local Compacts

A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments

  • Collaboration

Coproduction and service user involvement

How to involve people who use services in the design and delivery of services

  • Collaboration

Joint working agreements explained

What to consider when setting up a joint working agreement

  • Collaboration

Joint working agreement checklist

A checklist to help you develop a joint working agreement

Managing people in the charity sector (2 days)

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

Safeguarding essentials for trustees (0.5 day)

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

Charity finance skills (1 day)

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

Good practice in volunteer management (1 day)

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

Project management in the voluntary sector (2 days)

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

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

Data protection essentials (2 x 0.5 days)

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

APPG on Charities and Volunteering: local partnership working

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

Charity trustee induction and refresher (2 x 0.5 days)

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

Supporting good governance (4 x 0.5 days)

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