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

NCVO statement on the death of Her Majesty The Queen

The inside track: September 2022

Our latest update on what’s happening in Westminster that might impact charities. This month sees a new government, with plenty for charities to think about.

  • Government and politics

Governance round-up: September 2022

NCVO’s lead governance consultant Dan Francis shares our plans for Trustees’ Week and explores our wider support offer for trustees

  • Governance

New financial measures and tax cuts don't address causes of rising costs and rising inequality

Policy and insight manager Sam Mercadante responds to the government's new financial measures, calling for more funding and policy choices that prevent poverty and inequality

  • Responding to crises
  • Government and politics

Report of the Inquiry into charity senior executive pay and guidance for trustees on setting remuneration

Report of the Inquiry into charity senior executive pay and guidance for trustees on setting remuneration

  • Financial management

Volunteering round-up: September 2022

  • Involving volunteers

Government policy and funding round-up: October 2022

  • Government and politics
  • Funding and income

UK Civil Society Almanac 2022

  • Involving volunteers
  • Government and politics

Governance round-up: October 2022

  • Governance

Responding to safeguarding concerns

Guidance on responding to concerns around safeguarding

  • Safeguarding

Managing safeguarding concerns

Making a safeguarding referral

Storing and sharing safeguarding information

How to keep records of any safeguarding concerns and when to share them

  • Safeguarding

Self care tips for working in safeguarding

Five tips for looking after your mental health, so you can effectively support others

  • Safeguarding

Creating a safer organisation as a CEO

How to embed safeguarding at every level of your organisation

  • Safeguarding

Working with your trustees

Getting the support of your trustees and establishing good governing principles

  • Safeguarding

Working with your designated safeguarding lead

How the roles of CEOs and designated safeguarding leads can support each other

  • Safeguarding

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

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 for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

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

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

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

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

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

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

APPG on Charities and Volunteering: local partnership working

Join us for a discussion on the future of partnership working between local government and civil society.