NGO Financial Management and Donor Reporting

Manage donor funds with confidence and report on them accurately.

3 daysIntermediate7 modules

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Overview

About this course

Manage donor funds with confidence and report on them accurately. Over three days you will build grant budgets that follow donor rules, track spending against budget, and handle variances and revisions before they become problems.

You will strengthen the internal controls that protect your organisation, work through allowable costs and cost allocation, and prepare clear financial reports that match your narrative and stand up to audit.

What you'll learn

Explain the principles of sound financial management in NGOs
Prepare and structure grant budgets in line with donor rules
Track expenditure against budget and manage variances
Apply internal controls that protect funds and reduce risk
Understand allowable costs, cost allocation and compliance requirements
Prepare accurate financial reports for donors
Get ready for audits and donor financial reviews

Curriculum

7 modules

Stewardship and accountability
Roles of finance and programme staff
Financial policies and procedures
The grant financial cycle

Budget structure and cost categories
Direct and shared costs
Budget notes and assumptions
Co-funding and match requirements

Chart of accounts and coding
Tracking costs by grant
Budget versus actual reports
Managing variances and budget revisions

Segregation of duties
Approvals and authorisation
Cash and bank management
Procurement controls
Fraud risk awareness

Allowable and unallowable costs
Cost allocation methods
Supporting documentation
Currency and exchange rate considerations

Reporting formats and timelines
Reconciling financial and narrative reports
Explaining variances
Common reporting errors

Preparing for an audit
Working with auditors
Responding to findings
Grant close-out

Who it's for

Finance officers, grant managers and programme managers in NGOs and development organisations.

Before you start

Basic understanding of bookkeeping or budgets

Diplomas

Part of these Alalamia diplomas

Alalamia Diploma in NGO Management

2 days

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