Financial management

Record keeping and accounting

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.

  • Financial management

Planning and budgeting

Guidance around planning your finances and setting up budgets

  • Financial management

Writing a financial strategy

Guidance on creating a financial strategy and what you need to include

  • Financial management

Budgeting and cashflows

How to create budgets, cashflow forecasts and understanding the cashflow process

  • Financial management

Defining budgets and cashflow forecasts and writing a budget

Learn about what budgets and cashflow forecasts are and how to write a budget

  • Financial management

Budgeting: Who to involve, how to assess it and dealing with uncertainty

Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty

  • Financial management

Building a cashflow forecast and understanding the cashflow process

Learn about how to build a cashflow forecast and how the cashflow process works

  • Financial management

Project budgeting and full cost recovery

Guidance on budgeting for projects and recovering costs

  • Financial management

Direct costs and support costs

Learn about direct costs and support costs for single and multiple projects

  • Financial management

Cost allocation and apportionment

Learn about what cost allocation and apportionment mean and how it works in practice

  • Financial management

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

The challenges of charity banking

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

  • Financial management

Practical support bulletin: January 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Funding and income
  • Financial management
  • Responding to crises

Practical support bulletin: March 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Responding to crises
  • Funding and income
  • Financial management

Practical support bulletin: May 2023

Amy Walton, small charity support manager, shares resources, free events, support and information on the big issues affecting small charities.

  • Financial management
  • Funding and income
  • Responding to crises

Practical support bulletin: July 2023

Resources, free events, support and information on the big issues affecting small charities

  • Financial management
  • Funding and income
  • Responding to crises

Consumer Duty: What is it and how will charities benefit?

Learn how new banking rules will affect your charity or voluntary organisation

  • Financial management

Practical support bulletin: September 2023

Resources, free events, support and guidance on the big issues affecting small charities

  • Financial management
  • Funding and income
  • Responding to crises

Government policy and funding round-up: November 2023

Latest updates on our influencing work, government policy and funding announcements

  • Financial management
  • Government and politics
  • Funding and income

Can we Bank on the Banks? New Report Highlights Ongoing Challenges

  • Collaboration
  • Financial management

Gift aid small donations scheme (GASDS)

GASDS is a top up on small cash donations without using Gift Aid

  • Financial management

Making tax digital

Guidance on complying with with HMRC Making Tax Digital reporting requirements

  • Financial management

Banking guidance for charities

Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.

  • Financial management

Financial difficulty and insolvency

Find out about some of the areas to consider when managing financial difficulties and insolvency

  • Financial management

Working through financial challenges

Learn about how to work though helping your organisation manage financial uncertainty

  • Financial management

Our financial position and the importance of timing

Learn more about your organisation's financial position and understanding the timings of financial challenges

  • Financial management

Insolvency and cashflow forecasts

Learn more about what insolvency means and how cashflow forecasting can help

  • Financial management

Taking control, adopting a people-centred approach and seeking professional advice

Guidance on taking control of your situation, adopting a people-centred approach and seeking professional advice

  • Financial management

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 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

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

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

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

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

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance