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Writing the financial procedures manual

Read through all our detailed guidance before completing your financial procedures manual.

Introduction

Guidance for using NCVO's financial procedures manual templates

  • Governance

Financial responsibilities

Guidance for using NCVO's financial procedures manual templates

  • Governance

Delegation of authority

Guidance for using NCVO's financial procedures manual templates

  • Governance

Reserves policy

Guidance on reserves policies for your charity

  • Governance

Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

  • Governance

Segregation of duties

A basic building block of internal control

  • Governance

Exercising budgetary control and monitoring

Putting together a properly costed plan, and then using it to monitor progress

  • Governance

Controls on income

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

  • Governance

Controls on expenditure

Guidance for using NCVO's control on expenditure manual templates

  • Governance

ACEVO and NCVO joint statement on announcement of Orlando Fraser as preferred candidate for next Charity Commission chair

ACEVO and NCVO today release a joint statement following announcement of Orlando Fraser as preferred candidate for the next chair of the Charity Commission.

  • Government and politics

NCVO announce Sarah Vibert as CEO

  • Inside NCVO

FSI and NCVO partnership becomes new home of small charities coalition helpdesk

Today the Small Charities Coalition (SCC) announced that the FSI (the Foundation for Social Improvement) and NCVO (National Council for Voluntary Organisations) have come together to secure the SCC Helpdesk and other key services.

  • Collaboration

Respond, recover, reset: 18 months of real-time research reveals how the charity sector changed through the pandemic

Two years ago the UK went into its first national lockdown, the final report of the Charity Covid-19 Impact Barometer survey project, led by Nottingham Trent University, with Sheffield Hallam University and the National Council for Voluntary Organisations

  • Coronavirus
  • Responding to crises

NCVO and centre for ageing better partner to increase age-friendly inclusive volunteering in england

NCVO has announced today that it will partner with the Centre for Ageing Better to support its efforts to increase age-friendly inclusive volunteering in England.

  • Collaboration

#VounteersWeek 2022: A time to say thanks

With just two months to go until Volunteers’ Week 2022, taking place 1-7 June, the organisers have shared the news that the theme for this year’s week-long celebration is ‘A time to say thanks’.

  • Involving volunteers

NCVO hosting new initiative examining how understanding power can enable voluntsary organisations to embody integrity

NCVO has announced that it is hosting a new initiative called Power & Integrity (PI) – launching today – which aims to enable more coherent, integrated and impactful approaches to organisational integrity in the voluntary sector.

Funding Central has closed

NCVO’s funding database, Funding Central, is now closed. Browse alternative resources and guidance

  • Funding and income

Transfer of Trusted Charity standard delivery to the Growth Company

NCVO has transferred the delivery of the Trusted Charity standard to our Trusted Supplier the Growth Company

  • Involving volunteers

VCQA update in 2022 and beyond

Following a strategic review, NCVO has taken the difficult decision to stop providing VCQA. We are delighted to announce that we will transfer ownership rights of VCQA to the National Association for Voluntary and Community Action (NAVCA) from 1 January.

  • Involving volunteers

Supporting the mental health and wellbeing of your team

Familiarise yourself with the early signs of mental health problems and learn how to create a supportive working environment

  • Employing and managing staff

Looking after your own mental health and wellbeing

How to support your own mental health and wellbeing at work or while volunteering

  • Employing and managing staff

Identifying and managing a mental health problem

Learn how to recognise if you’re experiencing a mental health problem and where to go for help

  • Employing and managing staff

Flexible working

Understand your responsibilities around flexible working and learn how to build a flexible working culture

  • Employing and managing staff

Disciplinary matters

Learn about your responsibilities when handling matters of misconduct

  • Employing and managing staff

Handling grievances

How to handle grievances in your organisation

  • Employing and managing staff

Whistleblowing

What to do in the event of whistleblowing at your organisation

  • Employing and managing staff

Ending employment well

Guidance on your responsibilities when you end an employee’s contract, or when staff resign or retire

  • Employing and managing staff

Five steps to effective change management

A guide to help your charity or voluntary organisation navigate and implement change

  • Employing and managing staff

Developing a change management plan

Guidance to help you develop change management plans

  • Employing and managing staff

Safeguarding essentials for trustees (0.5 day)

This introductory course explains the key trustee responsibilities for safeguarding, following guidance from the Charity Commission

Managing people in the charity sector (2 days)

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

Project management in the voluntary sector (2 days)

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

Good practice in volunteer management (1 day)

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

Designated safeguarding leads in charities (1 day)

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

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

APPG on Charities and Volunteering: local partnership working

Join us for a discussion on the future of partnership working between local government and civil society.

Charity trustee induction and refresher (2 x 0.5 days)

This course will give trustees an overview and understanding of charity governance, regulation and best practice

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives