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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

Investment and borrowing

Guidance for using NCVO's financial procedures manual templates - investment and borrowing section

  • Governance

Controls on financial assets and record keeping

Guidance for using NCVO's financial procedures manual templates - controls on financial assets

  • Governance

Controls on human resource costs

Guidance for using NCVO's financial procedures manual templates - human resources

  • Governance

Controls on physical assets

Guidance for using NCVO's financial procedures manual templates - controls on physical assets

  • Governance

Templates

Downloadable financial procedures manual templates for charities and voluntary organisations.

Trustees' Week webinar series

New to trusteeship or looking to hone your skills? Sign in to access our Trustees' Week webinar series

NCVO statement on the death of Her Majesty The Queen

The inside track: September 2022

Our latest update on what’s happening in Westminster that might impact charities. This month sees a new government, with plenty for charities to think about.

  • Government and politics

Governance round-up: September 2022

NCVO’s lead governance consultant Dan Francis shares our plans for Trustees’ Week and explores our wider support offer for trustees

  • Governance

New financial measures and tax cuts don't address causes of rising costs and rising inequality

Policy and insight manager Sam Mercadante responds to the government's new financial measures, calling for more funding and policy choices that prevent poverty and inequality

  • Responding to crises
  • Government and politics

Report of the Inquiry into charity senior executive pay and guidance for trustees on setting remuneration

Report of the Inquiry into charity senior executive pay and guidance for trustees on setting remuneration

  • Financial management

Volunteering round-up: September 2022

  • Involving volunteers

Government policy and funding round-up: October 2022

  • Funding and income
  • Government and politics

UK Civil Society Almanac 2022

  • Government and politics
  • Involving volunteers

Governance round-up: October 2022

  • Governance

Other players

A guide for your organisation to look at the priorities and impact of other organisations in your area of work

  • Business planning and strategy

Dual bottom line analysis

  • Business planning and strategy

Forcefield analysis

Use this tool to help you identify the forces working for and against a particular option

  • Business planning and strategy

Even over statements

Use this tool to help your organisation explore tradeoffs

  • Business planning and strategy

Deciding to close

Important things to consider before deciding to close your voluntary organisation

  • Closing down

Reasons to close

Every voluntary organisation should regularly ask whether it’s still well placed to achieve its goals

Alternatives to closure

If your organisation is still financially viable, you may want to consider alternative options to closure

Factors to consider before closing

Whatever your reasons for considering closure, you’re likely to have legal responsibilities to follow

Planning for closure

Steps you need to take before closing your organisation

  • Closing down

Create a closure plan

Depending on your route to closure and your legal structure, you may have different legal duties and wider responsibilities

Leading external engagement (2 days)

An NCVO Event

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

Strategic leadership (1 day)

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.

Advanced data protection (2 x 0.5 days)

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

Developing a Fundraising Strategy (0.5 day)

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

Charity finance strategy (1 day)

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

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

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

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

Communicating effectively with your bank

Learn how to confidently raise an issue or concern with your bank.