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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

Employment Rights Bill: what charities need to know

The Employment Rights Bill introduces the biggest changes to UK employment law in decades. Find out when these changes will happen and what you should be doing to get ready.

Updates to NCVO’s executive team

Membership body announces changes to its executive team following the arrival of new CEO, Kate Lee.

What the Autumn 2025 Budget means for your charity

Limited measures announced, but not enough to ease financial strain on charities.

  • Funding and income
  • Government and politics

Our impact

Writing the impact section of your business plan

  • Business planning and strategy

Cost and income structure

Writing the cost and income structure section of your business plan

  • Business planning and strategy

Financial forecasts

Writing the financial forecasts section of your business plan

  • Business planning and strategy

Risk map

Writing the risk map section of your business plan

  • Business planning and strategy

Business plan template

Use this tool to help your organisation write your business plan

What is safeguarding?

Find out what safeguarding means for your organisation

  • Safeguarding

Six steps to successful safeguarding

What the Charity Commission expects you to do, and the main areas of activity to focus on

  • Safeguarding

Law, rules and duties

Find out more about your legal and regulatory responsibilities in safeguarding

  • Safeguarding

Working overseas

Get advice on the safeguarding challenges of working outside the UK

  • Safeguarding

What to do if you have immediate concerns

If you’re worried about someone right now, follow these steps to help

  • Safeguarding

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Governance Forum

A space for charity governance professionals to come together, learn and network

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

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

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Boost your personal influence and impact (0.5 day)

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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

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