Financial management

Trusted suppliers

Our trusted suppliers are experts who can save your organisation time and money

  • Financial management
  • Employing and managing staff
  • Digital and technology

Finance

These suppliers can help with financial planning, insurance, employee benefits and more

  • Financial management

Lucas Fettes Financial Planning

Lucas Fettes Financial Planning provides tailored financial advice and employee benefits solutions to charities and voluntary organisations

  • Financial management

Zurich

Zurich provide insurance for charities, social enterprises and community groups of all shapes and sizes

  • Financial management

Utilities and property

These suppliers can provide free help and advice with your organisation’s property queries and energy bills

  • Setting up
  • Financial management
  • Law and regulation

Utility Aid

Utility Aid is the UK's largest energy broker for the voluntary sector. They can help reduce your energy costs and save you money

  • Responding to crises
  • 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

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

Fraud

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

  • Financial management

Audit and independent examination

The difference between audits and independent examinations and how to prepare for both

  • 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

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

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