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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

Our chief executive Sarah Vibert shares her thoughts on key findings from NPC’s new charity sector report

Government and politics
Equity, diversity and inclusion
Responding to crises

A survey of UK charities

Government and politics
Funding and income

An update on our influencing work, government policy and funding announcements

Government and politics

An update on our work to address the chronic underfunding of public services delivered by charities.

Funding and income

Key points from the budget and analysis of how it will impact the voluntary sector

Government and politics
Funding and income

Resources, events, support and information on the big issues affecting small charities

Business planning and strategy
Involving volunteers

Our latest impact and evaluation support, guidance and training

Impact and evaluation

The latest volunteering news, resources and dates for your diary

Involving volunteers

Our latest update on what’s happening in Westminster and how it might impact charities

Government and politics

The latest governance news, resources and dates for your diary

Governance

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.

The Almanac is our ground-breaking data resource on the size, scope and finances of the UK’s voluntary sector.

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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

State of the Sector 2024: Reaction and reflections

The True Cost of Delivering Public Services

Government policy and funding round-up: March 2024

Update on our work to tackle public services delivery crisis

Spring budget 2024: What it means for charities

Practical support bulletin: March 2024

Impact round-up: March 2024

Volunteering round-up: March 2024

The inside track: March 2024

Governance round-up: March 2024

Get email updates from NCVO

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)

Webinar: UK Civil Society Almanac 2025 launch

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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)

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