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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

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

Supervision and support

Supervision can mean different things to different people but essentially it’s an activity that gives you an opportunity to reflect upon your practice

  • Safeguarding

Resources for designated safeguarding leads

A collection of safeguarding resources for designated safeguarding leads

  • Safeguarding

Prevention and your safeguarding plan

Creating a safeguarding plan to ensure policies and procedures are being followed

  • Safeguarding

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

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

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Successful funding applications (0.5 day)

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

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

Leading external engagement ( 1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

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

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

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 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