You searched for
''

Before you start

How to use NCVO's financial procedures manual template

  • Governance

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

Open letter to the chancellor on the impact of increased employer National Insurance Contributions for charities

We’ve written to the chancellor calling for urgent action on the planned increase to employer National Insurance Contributions (NICs) for the voluntary sector

  • Employing and managing staff
  • Funding and income

Trustees’ Week 2024: Celebrating trustees’ dedication and impact

This Trustees' Week we celebrated the role of trustees across the UK and explored the challenges and opportunities in trustee recruitment and retention

  • Involving volunteers
  • Governance

Can we Bank on the Banks? New Report Highlights Ongoing Challenges

  • Collaboration
  • Financial management

Why Investing in Volunteering is Money Well Spent

  • Funding and income
  • Involving volunteers

NCVO Strengthens Board with New Appointments

  • Leadership
  • Governance

Overcoming sticking points in strategy development: A conversation with Sini and Sam

  • Business planning and strategy
  • Impact and evaluation
  • Consultancy

Small Charity Week 2025: New match funding campaign to boost small charities

  • Funding and income
  • Campaigning

New members join Small Charities Advisory Panel to strengthen the voice of small charities

  • Campaigning
  • Governance

HRH The Duke of Edinburgh announced as NCVO’s new Royal Patron

  • Inside NCVO

Comparing video conferencing software

Use this page to help you work out if you need to change video calling software. You might decide to use different software and tools for different things.

  • Digital and technology

Understanding systems and tools for sharing eLearning

More information on eLearning resources, tools and systems

  • Digital and technology

Delivering successful online surveys and choosing the right survey platform

Use this page to learn about getting good survey response rates, get tips on survey design and compare different survey platforms.

  • Digital and technology

Choosing new software or digital tools

Advice on how to choose digital tools for your voluntary organisation

  • Digital and technology

Using our plan for choosing new software or tools

Use this page to understand why you should plan software selection and how you should approach it.

  • Digital and technology

Setting out your new software project

Use this page to learn about the first steps you should take before you begin to think about new software. They help you set out what you already know.

  • Digital and technology

Working out what the software or tool needs to do

Use this page to help you prioritise the things that matter most to your organisation and the people who'll use the new technology.

  • Digital and technology

Getting ideas and support when choosing software

How to compare and consider different digital tools and software

  • Digital and technology

Comparing software and making decisions

Use this page to understand how to create a comparison grid (or assessment framework) and make decisions around digital tools

  • Digital and technology

Reflection and learning about software or tools

How to test and learn to make sure you're using the right tools in the right way

  • Digital and technology

Charity finance strategy (1 day)

This course will give you an overview of how to build a simple finance strategy. We’ll introduce tools to help you build the financial resilience of your charity

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

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

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

Communicating effectively with your bank

Learn how to confidently raise an issue or concern with your bank.

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.

Successful funding applications (0.5 day)

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

Governance Forum

A space for charity governance professionals to come together, learn and network

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

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