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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

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

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

Government and politics
Funding and income

Collaboration
Financial management

Funding and income
Involving volunteers

Leadership
Governance

Business planning and strategy
Impact and evaluation
Consultancy

Funding and income
Campaigning

Campaigning
Governance

Inside NCVO

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.

An NCVO Event

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

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

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

Trustees’ Week 2024: Celebrating trustees’ dedication and impact

Chancellor responds to our open letter on the impact of increased employer National Insurance Contributions for charities

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

Why Investing in Volunteering is Money Well Spent

NCVO Strengthens Board with New Appointments

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

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

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

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

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)

Leading external engagement (2 days)

Designated safeguarding leads in charities (1 day)

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)

Leading external engagement (2 days)

Designated safeguarding leads in charities (1 day)

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
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