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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

Coronavirus

At a time of crisis, charities want and need to be able to give their all to supporting people who need it most. They cannot do that if they have to suspend their work or close altogether.

Coronavirus

Volunteering rates have remained stable over the last few years. In 2018/19, 22% of people regularly volunteered with a group, club or organisation. While the pandemic is unlikely to influence the overall numbers of people volunteering in the UK, we will

Coronavirus
Involving volunteers

Inside NCVO

Business planning and strategy

Involving volunteers

Inside NCVO

Coronavirus

Involving volunteers

Equity, diversity and inclusion

Our Service Directory connect members with specialists who can save our members time and money. Each specialist has experience working with charities and voluntary organisations.

Finance
People, HR and recruitment
IT and data protection

Learn about what divestment is and the aims and impacts of divesting from fossil fuels

Campaigning

Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group

Setting up

What you need to consider when choosing your legal structure and the main characteristics of different legal structures

Setting up

Find out what charity status is and if you need to register as a charity

Setting up

Find out about social enterprises and their associated legal structures

Setting up

Find out what information should be included in your charity's governing document

Setting up

Understand your core legal responsibilities to your employees

Employing and managing staff

A short summary of your general legal obligations to paid members of staff

Employing and managing staff

A quick introduction to employment law on the conditions of employment

Employing and managing staff

Discover how partnership working can help your organisation grow its impact and make the most of limited resources. Gain practical tools, legal insights and guidance to build strong and successful collaborations.

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

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

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 develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

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

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.

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.

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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

'Every day counts' as charities still wait for government support

Government support for charities – NCVO reaction

Voluntary sector will shrink following coronavirus

Dr Priya Singh set to be new chair of NCVO

NCVO consults staff on restructure proposals

New research supports organisations to improve volunteer experience for minority groups

Statements from Karl Wilding, chief executive, and Priya Singh, chair of trustees

New report calls on voluntary organisations to deliver services in collaboration, building on the spirit of partnership developed during the pandemic

NCVO announces detailed plans for future offer to members, charities and volunteering

Statement from Priya Singh, chair, on behalf of the Board of Trustees

Service Directory

What is divestment?

Deciding to set up a new charitable organisation

Choosing your legal structure

Understanding charity status and registration

Understanding social enterprise

A charity's governing document: What it should include

Introduction to employment law

Understanding employment law

Conditions of employment

Developing partnership working (0.5 day)

Managing people in the charity sector (2 days)

Designated safeguarding leads in charities (1 day)

Project management in the voluntary sector (2 days)

Data protection essentials (2 x 0.5 days)

Developing a Fundraising Strategy (0.5 day)

Safeguarding essentials for trustees (0.5 day)

Advanced project management (1 day)

eLearning: Roles and duties of trustees

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Developing partnership working (0.5 day)

Managing people in the charity sector (2 days)

Designated safeguarding leads in charities (1 day)

Project management in the voluntary sector (2 days)

Data protection essentials (2 x 0.5 days)

Developing a Fundraising Strategy (0.5 day)

Safeguarding essentials for trustees (0.5 day)

Advanced project management (1 day)

eLearning: Roles and duties of trustees

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