You searched for
''

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

Government policy and funding round-up: January 2023

This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements

  • Funding and income
  • Government and politics

The challenges of charity banking

Banking is often one of the greatest day-to-day challenges faced by charities. Policy and insight manager Sam Mercadante explores the issue in more detail, and shares details of a new NCVO project

  • Financial management

Practical support bulletin: January 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Funding and income
  • Financial management
  • Responding to crises

The Road Ahead 2023: The ongoing impact of cost of living

In the first of our Road Ahead series, we consider what the cost of living crisis could mean for us all in the months ahead

  • Responding to crises

The Road Ahead 2023: Supporting staff, trustees and volunteers

As part of our Road Ahead series, we explore the issues affecting the people at the heart of our organisations

  • Employing and managing staff
  • Governance
  • Involving volunteers

The Road Ahead 2023: Keeping up the pace on equity, diversity and inclusion

In this Road Ahead article, we reflect on our shared commitment to better reflect and engage with the communities we serve

  • Equity, diversity and inclusion

The Road Ahead 2023: Adapting to political change

As part of our Road Ahead series, we consider how the voluntary sector responds to continuing political turbulence

  • Government and politics

The Road Ahead 2023: Responding to new laws and regulations

In the last of our Road Ahead series, we shine a spotlight on new laws and regulations that may affect you

  • Law and regulation

The Big Help Out: Why it matters and how to get involved

What you need to know about the Big Help Out: a campaign to get more people volunteering

  • Involving volunteers

Impact round-up: Winter 2023

Evaluation consultant Carol Jennions looks at wellbeing evaluation and shares useful resources alongside some exciting new training opportunities

  • Impact and evaluation

Safeguarding, vulnerable clients and DBS

Guidance around safeguarding vulnerable clients and volunteers

  • Involving volunteers

Disclosure and barring service (DBS)

Advice on DBS checks for volunteers and volunteer involving organisations

  • Involving volunteers

Volunteer drivers

Guidance and policies to consider when using volunteer drivers

  • Involving volunteers

Copyright and volunteers

Guidance on copyright and volunteers

  • Involving volunteers

Investing in volunteers (IiV) Essentials

A free online tool for volunteer-involving groups and organisations

  • Involving volunteers

Making volunteering more inclusive for disabled people

Read our top tips for how your organisation can make volunteering inclusive for disabled people.

All about grants

Guidance to help you prepare for your first grant application

  • Funding and income

Deciding to apply for a grant

Guidance to help you decide if applying for a grant is the best option

  • Funding and income

Getting ready to apply

What you need to apply for a grant

  • Funding and income

Understanding a grant fund

Learn about what a grant fund is and how it works

  • Funding and income

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

Outcomes and impact measurement (1 day)

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

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

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

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

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

Authentic leadership (1 day)

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

Managing conflict and ending volunteering well (0.5 day)

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

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

Member forum: The Civil Society Covenant

Learn more about the Civil Society Covenant, and the steps to implement it, in this free event.