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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

Governance
Law and regulation

Government and politics
Funding and income
Governance

Governance
Law and regulation

Impact and evaluation
Collaboration

Government and politics
Funding and income

Business planning and strategy

Government and politics
Funding and income
Involving volunteers

Involving volunteers
Funding and income
Safeguarding

Governance

Law and regulation
Government and politics
Coronavirus

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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

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 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

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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

Governance round-up: February 2022

Government policy and funding round-up: February 2022

What can charities learn from the Charity Commission's Kids Company report?

How we delivered a programme evaluation with partners Rocket Science

The UK Shared Prosperity Fund: What needs to happen next

Charities must do more than survive, they must change too

Levelling up White Paper: What it means for charities and volunteering

Volunteering round-up: January 2022

Governance round-up: January 2022

The Road Ahead 2022: Finding a new practicality through uncertain times

Get email updates from NCVO

Good practice in volunteer management (1 day)

Charity finance strategy (1 day)

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)

Authentic leadership (1 day)

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Good practice in volunteer management (1 day)

Charity finance strategy (1 day)

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)

Authentic leadership (1 day)

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