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How to use NCVO's financial procedures manual template

Governance

Read through all our detailed guidance before completing your financial procedures manual.

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance for using NCVO's financial procedures manual templates

Governance

Guidance on reserves policies for your charity

Governance

Incorporating conflicts of interest into your financial procedures manual

Governance

A basic building block of internal control

Governance

Putting together a properly costed plan, and then using it to monitor progress

Governance

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

Governance

Involving volunteers

Responding to crises
Collaboration
Involving volunteers

Governance
Equity, diversity and inclusion
Inside NCVO

Involving volunteers

Governance
Law and regulation

Funding and income
Impact and evaluation
Responding to crises

Inside NCVO
Collaboration
Involving volunteers

Law and regulation
Government and politics

Responding to crises

Involving volunteers

Once the decision has been made to close, you’ll need to decide who to inform and how to inform them

Key financial steps your need to take when closing your organisation

Your duty of care to staff, volunteers and beneficiaries should be at the top of any closure plans

Closing an organisation will require courage and commitment from an organisation’s leadership

Guidance on refusing donations, communicating with donors, and returning donations

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

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

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

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

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

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

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

Learn practical tools and techniques to increase your capability, confidence and impact when seeking to influence others – both within and outside your organisation

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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Data protection essentials (2 x 0.5 days)

Successful funding applications (0.5 day)

Authentic leadership (1 day)

Tools and methods for measuring outcomes (1 day)

Recruiting volunteers (0.5 day)

Boost your personal influence and impact (0.5 day)

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

Financial governance for trustees (0.5 day)

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