Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.
How to use NCVO's financial procedures manual template
Read through all our detailed guidance before completing your financial procedures manual.
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance on reserves policies for your charity
Incorporating conflicts of interest into your financial procedures manual
A basic building block of internal control
Putting together a properly costed plan, and then using it to monitor progress
Sample trustee expenses claim form
A sample management calendar for users to adapt for their own organisations
A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces
Sample role descriptions for a range of trustee roles
The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.
All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.
It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.
A resource pack to help you write a scheme of delegation.
Find out how our example code of conduct can ensure your complaints are handled fairly and consistently.
Read the new Code, which sets out principles of good governance for charities.