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Introductory guides

A pack for funding advisers working with new and small to medium-sized voluntary and community organisations and social enterprises. Each of the six guides contain practical information on a specific area of funding or finance, including case studies, tools and signposts to resources to assist organisations in their search for long-term financial sustainability.

Guide to Financial Management (625 KB, .pdf)

Downloadable 44 page .pdf (652kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The document looks at why financial management is important and covers a range of topics, including developing a financial strategy, budgets and cash flow management, book keeping and financial accounting. It also looks at tax and at financial management and governance. It includes good practice advice, examples and templates for advisers and groups to use.

Introductory Pack on Funding and Finance - Guide to Fundraising (721 KB, .pdf)

Downloadable 38 page .pdf (721kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The document introduces fundraising, and covers fundraising from the public, from businesses and from local communities.

Guide to Loans and other Form of Finance (850 KB, .pdf)

Downloadable 38 page .pdf (850kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The guide introduces loans and other forms of finance, discusses the differences between key forms of finance, and provides guidance on how to assess their suitability. It also presents several short case studies of voluntary and community organisations using various forms of finance to develop their activities, and looks briefly at various finance providers. It includes checklists for advisers and groups to use.

Guide to Procurement and Contracting (600 KB, .pdf)

Downloadable 40 page .pdf (600kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The document introduces procurement and contracting. It includes advice on how to approach agencies who may want to buy your services, assessing whether you have the capacity to deliver a contract, explaining different forms of agreements, and looking at the tendering process.

Introductory Pack on Funding and Finance - Guide to Sustainable Funding (510 KB, .pdf)

Downloadable 30 page .pdf (510kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The guide introduces sustainability, how to plan effectively, and diversifying income. It includes practical tools for advisers and groups to use, and case studies.

Guide to Trading (830 KB, .pdf)

Downloadable 32 page .pdf (831kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The guide introduces trading, explains how to prepare for trading, and explores different types of trading activity. It includes practical tools for advisers and groups to use and case studies.

Introducing Funding and Finance (739 KB, .pdf)

This is a downloadable (739 KB, .pdf) pocket sized 42 page guide produced for the Finance Hub by the National Council for Voluntary Organisations (NCVO) Sustainable Funding Project. The guide includes advice, checklists and a series of exercises that groups and advisers can use to work through the issues involved in developing a sustainable approach to fundraising.

Sustainable Sun Needs-Analysis Tool (236 KB, .pdf)

A diagnostic tool in A4 fold-out leaflet format enabling organisations to plot their current organisational health, consider future development, and display on a wall to monitor progress.

Sustainable Sun Needs-Analysis Tool (spreads) (226 KB, .pdf)

This document shows you haw the tool fits together once you have printed the six pages of the Sustainable Sun Needs-Analysis Tool.