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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

Investment and borrowing

Guidance for using NCVO's financial procedures manual templates - investment and borrowing section

  • Governance

Controls on financial assets and record keeping

Guidance for using NCVO's financial procedures manual templates - controls on financial assets

  • Governance

Controls on human resource costs

Guidance for using NCVO's financial procedures manual templates - human resources

  • Governance

Controls on physical assets

Guidance for using NCVO's financial procedures manual templates - controls on physical assets

  • Governance

Templates

Downloadable financial procedures manual templates for charities and voluntary organisations.

Trustees' Week webinar series

New to trusteeship or looking to hone your skills? Sign in to access our Trustees' Week webinar series

Involving volunteers

Practical and step by step guidance to help you manage volunteers and the process of volunteering well

  • Involving volunteers

Understanding volunteering

Learn what volunteering is, why it's important, and how to develop a volunteering strategy for your organisation

  • Involving volunteers

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Safeguarding day-to-day

Understand how to make safeguarding part of your everyday activities and review what you are doing

  • Safeguarding

Getting people involved

Safeguarding works best when everyone is involved. Find out how to make that happen

  • Safeguarding

Choosing staff, volunteers and trustees

When to take checks and other recruitment steps that help keep people safe

  • Safeguarding

Policies and procedures

Find out about the most important documents needed for good safeguarding

  • Safeguarding

Roles and responsibilities

Making sure people take on the right roles and responsibilities to keep people safe

  • Safeguarding

Recognise, respond and report

Preparing staff and volunteers so they’re ready to deal with problems when they happen

  • Safeguarding

Understanding the risks

Identifying the types of harm that people you work with might experience

  • Safeguarding

Safeguarding training

Find training designed for charities, voluntary organisations and community groups

  • Safeguarding

Local and national support

Find organisations that can help you plan and review your safeguarding work

  • Safeguarding

About this guide

Find out who this guide is for and how to use it

  • Safeguarding

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

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

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

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.

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

Tools and methods for measuring outcomes (1 day)

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

Introduction to EDI in charities (2 x 0.5 days)

This course introduces the key principles of equity, diversity and inclusion (EDI) and how to apply them to 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

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation