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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

Volunteering in England in 2032

  • Involving volunteers

Mobilising the public response to war in Ukraine through partnership and collaboration

  • Responding to crises
  • Collaboration
  • Involving volunteers

12 things I've learnt about culture change over the last 12 months

  • Governance
  • Equity, diversity and inclusion
  • Inside NCVO

Volunteering round-up: March 2022

  • Involving volunteers

Governance round-up: March 2022

  • Governance
  • Law and regulation

Respond, recover, reset: What the voluntary sector can learn from the past two years

  • Funding and income
  • Impact and evaluation
  • Responding to crises

Sarah Vibert: My vision for NCVO and our membership community

  • Inside NCVO
  • Collaboration
  • Involving volunteers

The inside track: March 2022

  • Law and regulation
  • Government and politics

How charities and civil society can support Ukraine

  • Responding to crises

Volunteering round-up: February 2022

  • Involving volunteers

Overview

The definition of the Terrorism Act and what the Charity Commission expects of charities and volunteer organisations

  • Safeguarding

Key duties

The key duties of charities and volunteer organisations to safeguard against involvement in terrorism

  • Safeguarding

Key offences

Terrorist offences that may affect charities and voluntary organisations

  • Safeguarding

Safeguarding people at risk of domestic abuse

Helping people at risk of domestic abuse to receive appropriate protection

  • Safeguarding

Overview

How the law encourages public bodies to ensure that individuals affected by domestic abuse are supported and perpetrators are held accountable

  • Safeguarding

Legal definition of domestic abuse

How the law defines domestic abuse

  • Safeguarding

Key duties

Duties of public bodies to act to protect individuals at risk of domestic abuse

  • Safeguarding

Safeguarding when working with partners

When charities and voluntary organisations partner with other organisations, safeguarding responsibilities and accountability falls into three categories

  • Safeguarding

Overview

The appropriate level of due diligence charities should carry out when working with partners

  • Safeguarding

Key duties for charities and voluntary organisations

The steps trustees must take when a charity works with partners, to ensure resources are managed responsibly

  • Safeguarding

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

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

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

Volunteering network meeting

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions.

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

Tools and methods for measuring outcomes (1 day)

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

Influencing parliament and government (2 x 0.5 days)

Gain a clear understanding of the UK political system, the points of access and influence. Get top tips about what works and what to avoid.

Strategic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully