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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

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully

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.

A network open to all NCVO members working within the volunteering ecosystem. Join us to discuss your volunteering challenges and work with the group to find solutions.

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

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

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

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

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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

Volunteering in England in 2032

Mobilising the public response to war in Ukraine through partnership and collaboration

12 things I've learnt about culture change over the last 12 months

Volunteering round-up: March 2022

Governance round-up: March 2022

Respond, recover, reset: What the voluntary sector can learn from the past two years

Sarah Vibert: My vision for NCVO and our membership community

The inside track: March 2022

How charities and civil society can support Ukraine

Volunteering round-up: February 2022

Get email updates from NCVO

Project management in the voluntary sector (2 days)

Data protection essentials (2 x 0.5 days)

Communicating effectively with your bank

Volunteering network meeting

Successful funding applications (0.5 day)

Governance Forum

Tools and methods for measuring outcomes (1 day)

Recruiting volunteers (0.5 day)

Authentic leadership (1 day)

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

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Project management in the voluntary sector (2 days)

Data protection essentials (2 x 0.5 days)

Successful funding applications (0.5 day)

Tools and methods for measuring outcomes (1 day)

Recruiting volunteers (0.5 day)

Authentic leadership (1 day)

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

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