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

Reporting

Guidance on Charity Commission, Companies House and serious incident reporting

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Strategy

Trustees should help oversee and develop their charity’s strategy

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Recruiting and inducting trustees

Guidance on how to find and welcome new charity trustees

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Removing trustees

Learn about the reasons to remove a trustee and the process to go through

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The legal duties of trustees

Learn about what your boards legal duties are and the considerations for each of them

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The rules on trustee disqualification

The rules on the automatic disqualification of trustees and senior managers.

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Updated conditions in the Charities Act 2016

Learn what's included on trustee disqualification in the Charities Act 2016.

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Applying to stop disqualification

What the board, trustees and senior manages can do in the event of trustee disqualification.

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Developing your trustees skills

Learn about how you can develop trustee skills

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Making changes to governing documents

Learn about the types of changes you can make to your governing document and the related rules

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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.