Governance

Financial procedures manual

Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.

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Before you start

How to use NCVO's financial procedures manual template

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Introduction

Guidance for using NCVO's financial procedures manual templates

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Financial responsibilities

Guidance for using NCVO's financial procedures manual templates

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Delegation of authority

Guidance for using NCVO's financial procedures manual templates

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Reserves policy

Guidance on reserves policies for your charity

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Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

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Segregation of duties

A basic building block of internal control

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Exercising budgetary control and monitoring

Putting together a properly costed plan, and then using it to monitor progress

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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.

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

  • Equity, diversity and inclusion
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Governance round-up: June 2022

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Government policy and funding round-up: June 2022

  • Funding and income
  • Government and politics
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Governance round-up: May 2022

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Join our powerful journey: Power & integrity launch

  • Equity, diversity and inclusion
  • Safeguarding
  • Governance

Governance round-up: April 2022

  • Governance
  • Law and regulation

Government policy and funding round-up: April 2022

  • Funding and income
  • Government and politics
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12 things I've learnt about culture change over the last 12 months

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  • Equity, diversity and inclusion
  • Inside NCVO

Governance round-up: March 2022

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  • Law and regulation

Governance round-up: February 2022

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  • Law and regulation

Charity ethical principles

Principles that support charities to recognise and resolve ethical issues and conflicts, and make charities safer

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Explaining governance

Learn about what governance is and how it applies to charities

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What is a board?

Learn about what a board is and how it works

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What is a trustee?

What is a Trustee and how do you appoint them?

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Trustee roles

What is the role of a Trustee?

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Who are your members?

Find out about who your charities members are and what decisions they make

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Making good decisions as a board

Learn about the rules around decision-making and how to go about the process of making decisions effectively

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Running good meetings

Learn about the different types of meetings and how you can work to make them effective

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Reviewing the structure of your board

Learn about what the structure of the board looks like and what to consider when reviewing

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eLearning: Roles and duties of trustees

Trustees play an important role in making sure charities are well-managed and can achieve their aims. This accessible, interactive trustee eLearning course lets you study in your own time and at your own pace so you can fit around your schedule and priorities.