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NPO Success Hub

Sage Foundation

Providing you and your organisation with the tools, resources and training you need to thrive.

How-to videos

5 Fundamentals to Managing your NPO Finances

Learn how to ensure your NPO is financially stable with these five fundamental concepts.

5 Key Stages of Income Budgeting

In this video discover how to help balance your NPO costs.

3 Key Areas of Cost Budgeting

Explore how you can create a budget for the costs in your organisation focussing on three key areas. 

5 Key Steps to Effective Cash Management

Help better manage your NPOs cash with these five key steps.

Expert training

Sage Foundation NPO Success is committed to helping non-profits by providing valuable learning opportunities suitable for employees, leaders, trustees and volunteers. We have partnered with three established industry providers, Colour AccountingCharity Digital and NCVO to build a tailored range of courses that will meet your needs regardless of where you are on your learning journey.

All of are courses are free and you can choose whether to attend all or a specific few. To find out more and to register click on the tabs below. If you are unable to attend please do let us know so we can offer your place to another individual. 

New dates will be added regularly, so if the course you want is fully booked, check back soon!

Colour Accounting is an international publishing company and workplace education provider. Their mission is to empower individuals and organisations by improving accounting literacy. 

 

The course uses the Colour Accounting Learning System, which makes accounting simple by approaching the subject visually. You will progress your understanding of Accounting and Financial Statements so that you can better communicate financial concepts with your stakeholders, e.g. trustees, staff and your accountants.

  • Understand the key accounting categories of Assets, Liabilities, Funds (Equity), Income and Expenses. 
  • Know what is on a Balance Sheet, what is in the Statement of Financial Activity (SOFA) and how these link to each other. 
  • Know how double entry accounting works. 
  • Understand accounting concepts such as income recognition, asset acquisitions, depreciation, prepayments, accruals and deferrals. 
  • Have a better understanding of the financial reporting requirements for NPOs in the UK. 
  • Have built your confidence in communicating around financial matters with your team, accountants, or stakeholders. 
  • Be able to read Financial Statements more thoroughly. 

There are 10 minutes included at the end for a dedicated Q&A session.

Dates

 

Charity Digital was established to help other non-profits deliver their missions using digital technology. In addition to being the UK’s only software donation platform they focus on raising digital skills and knowledge for NPOs.


Budgets allow charities to look at the past, take stock of the present, and plan for the future. They use information from various sources, starting with income and expenses, and build on that to develop trends, patterns, and assumptions. The benefits of budgeting are huge. They allow charities to keep finances under control, avoid poor decision-making, and promote long-term sustainability. This workshop provides a practical guide to budgeting, showing charity the fundamentals of the budget, exactly how they can balance, and the need for long-term thinking and financial strategy.

This workshop will cover:

  • Refresh on the meaning of SOFA
  • The basics, the benefits, and the importance of budgeting
  • How to create a future budget
  • Simple and practical tips for balancing a budget
  • The basics of cash flow forecasting and cashflow process
  • The need for long-term thinking and financial strategies
  • Where to find useful resources

Registration:

All charities must keep financial records, demonstrating income, Gift Aid payments, details of substantial donors, and more. Financial reporting is a legal requirement, but it also provides a significant benefit to charities in terms of future planning, futureproofing, and strategy. This workshop will run through the basics, showing how to report finances for both the statutory and management accounts and will also include a step-by-step guide looking at each phase in detail and explaining requirements along the way. We will also look at how charities can use analyses of variances (to budget and previous year) to help them better plan, take corrective actions and revise their strategy. 

This workshop will cover:

  • The difference between statutory accounts and management accounts
  • Exactly what is needed for a useful financial statement
  • How to report income and variances to budget and last year
  • Understanding and reporting variables costs (cost of sales) and overheads
  • How to analyse variances and develop corrective plans
  • How to generate a cashflow forecast, understand it and act on it

Who should attend:

  • People involved in financial decision-making
  • People interested in refreshing financial knowledge
  • Finance staff interested in deepening their financial skills

Registration:

Sustainability is an essential part of budgeting. It’s often easy to take stock of your current situation, but a greater challenge lies in predicting, assessing, and preparing for the future. Sustainability is vital for charities, as it allows them to support service users in the long-term. But it is seldom a priority, with too many charities struggling to adopt a long-term financial vision. This workshop will provide you with the tools to prioritise sustainability. It will give you a framework that you can apply in practice, ensuring your future. 

This workshop will cover:

  • The fundamentals of financial sustainability
  • How to review income reliance and practice cash flow governance, cost control, income diversification, and more
  • The importance of financial strategy, culture, leadership, and infrastructure
  • How to write a sound financial management policy

Who should attend:

  • Financial and non-financial people involved in charity finance
  • Trustees who need to assess financial information
  • Anyone involved in financial decision-making

Registration:

NCVO is a long established organisation that champions the voluntary sector. They support over 16,000 members with practical resources designed to support the day to day running of their organisations.

 

Good practice in volunteer management is key to unlocking the potential of volunteering in your organisation. This online course provides an introduction to the key principles of good practice in volunteer management and how to apply them to your organisation.  

By the end of the day, you will: 

  • Be able to demonstrate the key principles of good practice in managing, supporting and motivating volunteers
  • Understand the legal status of volunteers
  • Explore typical situations and how to resolve them

Who should attend:

This course is aimed at those new to volunteer management and those who manage volunteers, as well as those who need a refresher.

Register Now > >

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context and highlights effective safeguarding practice. Safeguarding means the range of measures we have in place to protect people in our organisation, or those we come into contact with, from abuse and maltreatment of any kind. This means we have to think about safeguarding in everything we do: including policy and procedure writing, roles and responsibilities, safer recruitment, concerns and complaints management, ethical fundraising, quality assurance and safeguarding risk assessments of all our activities.

By the end of the course you will be able to: 

  • Understood the principle safeguarding duties to staff, volunteers, children and adults at risk of harm and others in contact with your organisation within current law and policy 
  • Considered types of harm and how to spot signs of abuse
  • Understood effective management of concerns and allegations 
  • Considered safer working practices for your organisation which embed safeguarding practices in your organisation

Who should attend:

This course is aimed at anyone who has responsibility for safeguarding within an organisation and who is leading policy and/or implementation of safeguarding practices in organisations that engage staff and volunteers.

Register Now > >

This online course will give an overview and understanding of charity governance, regulation and best practice. This training will take place over two half days and you need to attend both days of the same course. 

By the end of the course you will:

  • Understand what governance and trusteeship is
  • Know who the trustees are and what they do
  • Understand the personal liabilities of trustees and the protection available
  • Be able to identify and implement principles of good charity governance
  • Consider how to govern in the current climate and work with your fellow trustees to agree ways of working as a board

Who should attend:

This course is for anyone who’s new to governance and trusteeship or existing trustees and senior staff who would benefit from a refresher course. This course could also form part of an induction for a new trustee.

Register Now > >

Being clear on your outcomes and impact can help you plan, manage and improve your work, making the biggest difference you can for your beneficiaries. On this course, you’ll learn how to create an evaluation plan that will enable you to understand and demonstrate the difference your work makes. The course also includes a brief introduction to ways to collect data. If you want to learn how to effectively monitor and evaluate the work you do and the difference it makes, this course is for you.

By the end of this course you will have:

  • A better understanding of monitoring and evaluation theory and practice
  • Improved ability to identify and describe the outcomes and impact of your work
  • Increased ability to develop an evaluation framework to help assess your organisation’s effectiveness and impact.

Who should attend:

We recommend this course to anyone that wants to learn more about monitoring and evaluation. It's particularly useful if you are new to outcome and impact measurement, responsible for managing and reporting to funders and trustees, or are in the planning stages of a project or service.

Register Now > >

As a trustee, an understanding of finance, financial management, corporate and management metrics and reporting is essential in carrying out your role and exercising “good” governance. This specially developed training course will provide you with increased confidence and greater ability to review and assess financial information, improving your ability to monitor resources, articulate impact and make better decisions.

By the end of the course, you will have:

  • Identified the core financial documents that a charity must publish 
  • An understanding of the ways in which accounts are presented
  • Explored the key reporting areas of financial management and control
  • Been given tips for reading management accounts
  • An understanding of the role and responsibilities of all trustees in relation to the finances of the charity

Who should attend:

This course is for Trustees who feel they would benefit from a better understanding of their charity's finances and accounts. Existing trustees and senior staff who need a refresher session. 

Register Now > >

Financial checklist

This checklist is a simple tool to help you assess your current financial practices within your organisation. Download the relevant checklist below and use it as often as you like to measure your progress over time.

Product Discounts

Visit the Product Discounts page to find out about how you can apply for discounted subscriptions across our products.

Articles and advice for NPOs

Read articles and advice on Organisational Financial Literacy.

Full cost recovery: The one trick non-profit organisations need to know

Full cost recovery: The one trick non-profit organisations need to know

Understanding full cost recovery is vital for non-profit organisations, especially when trying to getting funding. Learn how to get it right.

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7 tips to make your non-profit organisation financially sustainable

7 tips to make your non-profit organisation financially sustainable

Discover how to build a resilient non-profit organisation, one that’s more sustainable when it comes to the financial side of things.

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4 ways tech can transform finance for non-profit organisations

4 ways tech can transform finance for non-profit organisations

Discover how tech can lead you to have a leaner, happier NPO that works more efficiently and can boost its return on investment.

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3 tips to help your non-profit organisation save money and do more (with less)

3 tips to help your non-profit organisation save money and do more (with less)

Discover how automating your admin and improving your reporting can help you save money at your non-profit organisation.

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Back from the brink: How non-profit organisations can improve financial literacy after Covid

Back from the brink: How non-profit organisations can improve financial literacy after Covid

Discover how digital tech and understanding of Organisational Financial Literacy can help your NPO thrive.

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Financial planning: How non-profit organisations can get it right

Financial planning: How non-profit organisations can get it right

Financial planning is an important area for non-profit organisations to get right. Read this to learn how your NPO can improve in this area.

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Applying for funding: What non-profit organisations need to do

Applying for funding: What non-profit organisations need to do

Applying for funding such as grants if you're a non-profit organisation is a learnable skill. Here's some guidance on how to win more bids.

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How to manage the finance function at a non-profit organisation

How to manage the finance function at a non-profit organisation

Understanding Organisational Financial Literacy is critical to managing your NPO's finance function. Here are the processes to understand.

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