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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

Why your organisation should get involved in The Big Help Out

Reasons and ways to support the nationwide campaign to get more people volunteering

Volunteering round-up: April 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: April 2024

The latest charity governance news, resources and dates for your diary

  • Governance

The Voluntary Sector Manifesto

A manifesto for the voluntary sector ahead of the 2024 general election

  • Government and politics

Making sense of the local elections and what they mean for charities

  • Government and politics

Practical support bulletin: May 2024

Resources, events and information on the big issues affecting small charities

  • Digital and technology
  • Business planning and strategy
  • Funding and income

The inside track: May 2024

Our latest update on what’s happening in Westminster and how it might impact charities

  • Government and politics

Volunteering round-up: May 2024

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: May 2024

This month sees the launch of a consultation on the Charity Governance Code and new charity chair research

  • Governance

General election 2024: What charities should be doing

  • Government and politics

Fundraising challenges

  • Funding and income

Fundraising in a public place

Guidance on fundraising in a public place

  • Funding and income

Gift Aid

Learn about Gift Aid and how it works

  • Funding and income

Giving by text

Learn about donating to a voluntary organisation

  • Funding and income

Legacies

Learn more about legacy gifts

  • Funding and income

Lotteries, prize competitions and free draws

Learn more about lotteries, prize competitions and free draws

  • Funding and income

Major donors

Learn more about major donors

  • Funding and income

Online donation platforms

Learn about online donation platforms

  • Funding and income

Online charity auctions

Learn more about online charity auctions

  • Funding and income

Payroll giving

Learn more about payroll giving in the voluntary sector

  • Funding and income

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

Member forum: The Civil Society Covenant

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

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

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