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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

Funding and income
Government and politics

Government and politics

Business planning and strategy

Impact and evaluation

Practical ways to take part in Small Charity Week – from sharing your story to getting free training, funding support and expert advice.

Cost of living
Campaigning

Collaboration
Funding and income

A new report by NCVO and ACEVO sets out six key recommendations to make the Civil Society Covenant meaningful, based on feedback from over 1,000 organisations.

Campaigning
Government and politics

Explore how the 2025 Spending Review affects charities – including changes to welfare, school meals, NICs and local government funding.

Funding and income
Government and politics

Campaigning
Government and politics

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

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

An NCVO Event

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

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.

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

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

Spring Statement 2025: what it means for charities

The Road Ahead 2025

The importance of project management in the voluntary sector

Power of Small project report

The Power of Small: championing small organisations across the sector

How your charity can make the most of Small Charity Week

194 small charities selected for Small Charity Week match funding campaign

Civil society’s priorities for the new Covenant

What Spending Review 2025 means for charities

How to influence the new government effectively

Get email updates from NCVO

Charity trustee induction and refresher (2 x 0.5 days)

Managing people in the charity sector (2 days)

Advanced project management (1 day)

Managing conflict and ending volunteering well (0.5 day)

Leading external engagement (2 days)

Designated safeguarding leads in charities (1 day)

Strategic leadership (1 day)

Advanced data protection (2 x 0.5 days)

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)

Advanced project management (1 day)

Managing conflict and ending volunteering well (0.5 day)

Leading external engagement (2 days)

Designated safeguarding leads in charities (1 day)

Strategic leadership (1 day)

Advanced data protection (2 x 0.5 days)

Developing a Fundraising Strategy (0.5 day)

You searched for
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