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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

ACEVO and NCVO joint statement on announcement of Orlando Fraser as preferred candidate for next Charity Commission chair

ACEVO and NCVO today release a joint statement following announcement of Orlando Fraser as preferred candidate for the next chair of the Charity Commission.

  • Government and politics

NCVO announce Sarah Vibert as CEO

  • Inside NCVO

FSI and NCVO partnership becomes new home of small charities coalition helpdesk

Today the Small Charities Coalition (SCC) announced that the FSI (the Foundation for Social Improvement) and NCVO (National Council for Voluntary Organisations) have come together to secure the SCC Helpdesk and other key services.

  • Collaboration

Respond, recover, reset: 18 months of real-time research reveals how the charity sector changed through the pandemic

Two years ago the UK went into its first national lockdown, the final report of the Charity Covid-19 Impact Barometer survey project, led by Nottingham Trent University, with Sheffield Hallam University and the National Council for Voluntary Organisations

  • Coronavirus
  • Responding to crises

NCVO and centre for ageing better partner to increase age-friendly inclusive volunteering in england

NCVO has announced today that it will partner with the Centre for Ageing Better to support its efforts to increase age-friendly inclusive volunteering in England.

  • Collaboration

#VounteersWeek 2022: A time to say thanks

With just two months to go until Volunteers’ Week 2022, taking place 1-7 June, the organisers have shared the news that the theme for this year’s week-long celebration is ‘A time to say thanks’.

  • Involving volunteers

NCVO hosting new initiative examining how understanding power can enable voluntsary organisations to embody integrity

NCVO has announced that it is hosting a new initiative called Power & Integrity (PI) – launching today – which aims to enable more coherent, integrated and impactful approaches to organisational integrity in the voluntary sector.

Funding Central has closed

NCVO’s funding database, Funding Central, is now closed. Browse alternative resources and guidance

  • Funding and income

Transfer of Trusted Charity standard delivery to the Growth Company

NCVO has transferred the delivery of the Trusted Charity standard to our Trusted Supplier the Growth Company

  • Involving volunteers

VCQA update in 2022 and beyond

Following a strategic review, NCVO has taken the difficult decision to stop providing VCQA. We are delighted to announce that we will transfer ownership rights of VCQA to the National Association for Voluntary and Community Action (NAVCA) from 1 January.

  • Involving volunteers

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

Dealing with safeguarding concerns as a CEO

The steps you should take after concerns have been raised

  • Safeguarding

Managing reputational risks

How to plan ahead for, and manage, safeguarding allegations

  • Safeguarding

Planning for safeguarding in your organisation

Find out about the responsibilities of a volunteer manager and how to plan a safeguarding policy

  • Safeguarding

Recruiting volunteers safely

Guidance for volunteer managers to ensure safeguarding when recruiting volunteers

  • Safeguarding

Safer recruitment principles

Principles for safer recruitment

  • Safeguarding

Creating and advertising the volunteer role

How to create role descriptions and advertise for volunteers

  • Safeguarding

Choosing the right volunteers

Guidance on finding and selecting volunteers

  • 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