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Funding and income planning

Guidance to help you think about your funding and income planning

  • Funding and income

Delivering public services

Find out what delivering public services means and if you can get funding from public sector organisations

  • Funding and income

The commissioning cycle

Learn more about the commissioning cycle

  • Funding and income

Social investment

  • Funding and income

Fundraising methods

Strategy and evaluation

Learn how to develop your organisation's strategy and how to use the evaluation process to learn and make decisions

  • Impact and evaluation
  • Business planning and strategy

Evaluation

Guidance to help you throughout the evaluation process

  • Impact and evaluation

Understanding evaluation

Learn about what evaluation is and how the evaluation process is set up

  • Impact and evaluation

What is evaluation?

Learn about what evaluation is and why it's important for your organisation

  • Impact and evaluation

The evaluation process

Learn about the how the process of evaluation works

  • Impact and evaluation

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

About mergers

Information on the types of charity mergers and the different reasons for merging

  • Collaboration

Deciding to merge

This page highlights key questions to think about before making the decision to merge

  • Collaboration

Due diligence

Actions to ensure a planned merger is in the best interests of your organisations and beneficiaries

  • Collaboration

Pre-merger: Areas of focus

Things to consider in the run-up to a formal merger

  • Collaboration

Merger process

Planning the process with stakeholders and making sure you are clear about the role of your organisation’s regulator is key

  • Collaboration

Actions post-merger

What to consider once your merger has completed

  • Collaboration

Working with local Compacts

A guide to implementing local Compact agreements between voluntary organisations and local authorities, health services, and government departments

  • Collaboration

Coproduction and service user involvement

How to involve people who use services in the design and delivery of services

  • Collaboration

Joint working agreements explained

What to consider when setting up a joint working agreement

  • Collaboration

Joint working agreement checklist

A checklist to help you develop a joint working agreement

Safeguarding essentials for trustees (0.5 day)

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

Developing a Fundraising Strategy (0.5 day)

Learn how to build a more intentional approach to your fundraising for a more financially sustainable future.

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

Outcomes and impact measurement (1 day)

Learn how to create an evaluation plan to better understand and demonstrate the difference your work makes

Mentoring and coaching skills (0.5 days)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

Theory of change for strategic planning and evaluation (1 day)

Learn how to create your own theory of change and narrative. This course will challenge you to think critically about what you're doing and why

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

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

Authentic leadership (1 day)

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

Managing conflict and ending volunteering well (0.5 day)

This course will help you to manage conflict and problem solve with your volunteers, and navigate the process of ending volunteering well.