Charity governance
Discover a wide range of training and resources designed specifically for those working in governance roles within charities
Charity guidance notes
New charity guidance notes
A suite of guidance notes aimed at charities, and those working with them, to improve understanding of the CLG model and the charity, company, and education frameworks within which they operate.
- Political and issues-based campaigning as a charity: Governance FAQs
- Code of Practice for board reviewers: Not-for-profit organisations
- Principles of Good Practice for not-for-profit organisations undergoing board performance reviews
- AGMs - impact and implications of the Corporate Insolvency and Governance Act 2020 on charities, social enterprises and mutuals
- Dealing with financial difficulty: legal and and practical measures to consider for charities and social enterprises
- COVID-19 Re-opening safely: A guide for charity trustees in England and Wales
- Improving charity boardroom behaviours
- How to build a charity board assurance framework
- Change of charity director: A specimen checklist for charity secretaries in charitable companies limited by guarantee
- Change of charity secretary: A specimen checklist for charitable companies limited by guarantee
- Change of member: A specimen checklist for charity secretaries in charitable companies limited by guarantee
- Charity mergers: finding the right match
- Virtual and hybrid AGMs: A guide for charities
Good practice
- Lead charity trustees in England and Wales
- Governance and management - an overview for charities
- Managing conflicts of interest in a charity (England & Wales)
- Thinking about a charity merger?
- Improving charity boardroom behaviours
- Charity trustee eligibility
- Charity trustee standards for governance and leadership
- Payment of charity trustees (England & Wales)
- Charity mergers: due diligence
- Charity mergers: post-merger structures
- Trustee board effectiveness
- Prospective charity trustee due diligence
- Charity trustee liability (England & Wales)
- Charity trustee recruitment
- Governing documents for charities (England & Wales)
- The role and duties of charity trustees
- The role and duties of charity trustees (Northern Ireland)
- Board evaluation in the charity sector
- The board evaluation process - visual aids
How to
- How to build a charity board assurance framework
- Specimen charity merger documents: joint feasibility working party terms of reference and confidentiality agreement
- Amending charity governing documents (England & Wales)
- Charity merger or collaboration checklist
- Charity merger: finding the right match
- Change of member: A specimen checklist for charity secretaries in charitable companies limited by guarantee
- Change of charity secretary: A specimen checklist for charitable companies limited by guarantee
- Change of charity director: A specimen checklist for charity secretaries in charitable companies limited by guarantee
Models
- Charity trustee competence matrix
- Specimen report cover sheet for charity board meetings
- Specimen strategic agenda for charity boards
- Specimen role description for the charity secretary of the board of trustees (Northern Ireland)
- Specimen charity board evaluation questions
- Specimen board observation sheets for charities
- Specimen conflict of interest policy, declaration form and register of interests for charity trustees
- Specimen charity trustee declaration
- Specimen induction pack for charity trustees
- Specimen letter to be sent on appointment to a trustee (and director) of a charitable company limited by guarantee
- Specimen letter to be sent on appointment to a trustee of an unincorporated charity
- Specimen role description for a charity treasurer (England & Wales)
- Specimen role description for charity trustees (England & Wales)
- Specimen role description for the charity secretary of the board of trustees
- Specimen role description for chair of the board of charity trustees
- Matters reserved for the board of trustees
- Specimen skills register for charity trustees
- Specimen board meeting etiquette (not-for-profit organisations)
