The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.
Guidance around planning your finances and setting up budgets
Guidance on creating a financial strategy and what you need to include
How to create budgets, cashflow forecasts and understanding the cashflow process
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
Learn about what cost allocation and apportionment mean and how it works in practice
Report of the Inquiry into charity senior executive pay and guidance for trustees on setting remuneration
Banking is often one of the greatest day-to-day challenges faced by charities. Policy and insight manager Sam Mercadante explores the issue in more detail, and shares details of a new NCVO project
Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.
Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.
Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.
Resources, free events, support and information on the big issues affecting small charities
Learn how new banking rules will affect your charity or voluntary organisation
Resources, free events, support and guidance on the big issues affecting small charities
Latest updates on our influencing work, government policy and funding announcements
Identify how the cost of living crisis might impact your organisation's income and spending and get ideas of what you could do about it
This page sets out what areas of financial management we'll explore. We'll look at how the cost of living crisis might impact your organisation's income and spending and share ideas of what you could do about it.
Learn about the key trends which may be impacting your income and spending
Identify how the cost of living crisis may impact your organisation's finances
Learn about questions you can ask to understand your financial situation and tips for communicating this to others
Use this page to learn key questions to ask yourself before you decide on cost reductions and get practical ideas on how to cut costs
Use this page to learn key questions to ask yourself before you invest in income generation and get practical ideas for raising more cash fast
Learn about what support is available for managing energy costs and being energy efficient
Find out what makes charity finance different and how to plan appropriately
Internal controls are the things you do to help manage the risk of an error or a fraud