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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

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

Latest findings suggest shift from formal volunteering during pandemic

Latest research showcases a mixed picture on the time and the availability of volunteers. According to the latest results of the Covid-19 Voluntary Sector Impact Barometer, 40% of the 710 respondents have experienced a decrease in the amount of unpaid tim

  • Coronavirus

NCVO predicts better than expected year-end financial position and announces new leadership team

NCVO is predicting better than expected year-end financial results for 2020-21 and has today announced a new leadership team who will work with interim CEO Sarah Vibert and the board of trustees.

  • Inside NCVO

Latest research reveals mixed impact of pandemic on volunteering numbers despite more positive outlook, increased diversity and rise of the digital volunteer

Ahead of the launch of Volunteers’ Week 2021, 1-7 June, new research has revealed a far more mixed impact from the pandemic for charities and volunteer numbers than many headlines have suggested.

  • Coronavirus

Volunteers' week 2021: A time to say thanks to all volunteers during the pandemic

The theme of this year’s Volunteers’ Week is ‘A time to say thanks’. The aim of the week is to encourage recognition of the efforts of people from all walks of life around the UK who took the time to volunteer and make a huge difference to their communiti

  • Involving volunteers

Majority of charities have plans in place to address equality, diversity and inclusion, but impact of pandemic and resources are barriers to increasing diversity

The latest research from the covid-19 voluntary sector impact barometer reveals that while the majority of charities and voluntary sector organisations have drawn up plans to address equality, diversity and inclusion (EDI) issues in their workplace

  • Equity, diversity and inclusion

Governance and board update from Priya Singh, chair, on behalf of the board of trustees

Governance and board update from Priya Singh, chair, on behalf of the board of trustees

  • Inside NCVO

NCVO and ACEVO join forces to support charities on flexible working

A new working group to look at the issue of flexible working in the charity sector is being launched by membership bodies NCVO and ACEVO with support from Starfish Search, an executive search firm

  • Employing and managing staff

New survey shows 81% of charities changed how they use digital technology during the pandemic

The latest research from the Covid-19 Voluntary Sector Impact Barometer reveals big changes in how charities and voluntary sector organisations are using digital technology to work and deliver services due to the pandemic.

  • Coronavirus
  • Digital and technology

Why trustee diversity is important

It’s important for boards to understand why they should actively consider and create the right cultural environment for individuals from marginalised and minoritised backgrounds to become trustees.

  • Governance

Approaching diversity through equality and inclusion

How to approach diversity at board level

  • Governance

Approaching board relationship challenges

How to approach board relationship challenges and have constructive conversations

  • Governance

Dealing with problems and disputes between trustees

Use this page to learn about how to broadly encourage positive trustee relationships and manage disputes.

  • Governance

Having challenging conversations

Use this page to understand how to approach challenging conversations with your board.

  • Governance

Carrying out a governance review

What to consider when carrying out a governance review and the different types of review

  • Governance

Annual report and accounts

Information on annual reports and accounts for charities, and sample documents.

Board meeting agenda

A template agenda for a board meeting.

Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

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

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

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

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

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

Theory of change for strategic planning and evaluation (1 day)

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