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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

The Employment Rights Bill introduces the biggest changes to UK employment law in decades. Find out when these changes will happen and what you should be doing to get ready.

Membership body announces changes to its executive team following the arrival of new CEO, Kate Lee.

This course will give trustees an overview and understanding of charity governance, regulation and best practice

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.

Are you confident in your general project management skills but looking to strengthen your expertise? This course moves beyond the basics of project management to better understand techniques, activities and principles within a charity context.

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

An NCVO Event

This advanced course is specifically for data protection leads or officers in charitable organisations.

This practical one-day course for aspiring and existing charity leaders will elevate your strategic leadership skills, so you can create lasting impact for your organisations and the communities you serve.

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

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

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Before you start

Writing the financial procedures manual

Introduction

Financial responsibilities

Delegation of authority

Reserves policy

Conflicts of interest

Segregation of duties

Exercising budgetary control and monitoring

Controls on income

Employment Rights Bill: what charities need to know

Updates to NCVO’s executive team

You own land or property

You have intellectual property

You have waste

Your organisation has insurance

You’re registered with a regulator or statutory register

You have contractual liabilities

You employ staff

You involve volunteers

You deliver services to people at risk of harm

You have safeguarding duties to children or adults at risk

Charity trustee induction and refresher (2 x 0.5 days)

Managing people in the charity sector (2 days)

Managing conflict and ending volunteering well (0.5 day)

Advanced project management (1 day)

Designated safeguarding leads in charities (1 day)

Leading external engagement (2 days)

Advanced data protection (2 x 0.5 days)

Strategic leadership (1 day)

Developing a Fundraising Strategy (0.5 day)

Charity finance strategy (1 day)

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Charity trustee induction and refresher (2 x 0.5 days)

Managing people in the charity sector (2 days)

Managing conflict and ending volunteering well (0.5 day)

Advanced project management (1 day)

Designated safeguarding leads in charities (1 day)

Leading external engagement (2 days)

Advanced data protection (2 x 0.5 days)

Strategic leadership (1 day)

Developing a Fundraising Strategy (0.5 day)

Charity finance strategy (1 day)

You searched for
''