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Guidance Note

Charity trustee competence matrix

The matrix highlights factors that would indicate the competency of individual charity trustees, and boards collectively, highlighting what capabilities trustees and boards should be able to demonstrate.
1 April 2021
Guidance Note
Charity
Boards and committees
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Guidance Note

Charity trustee recruitment

This guidance note has been written to provide those responsible for or involved in the governance of a charity with detailed information on how to recruit and appoint charity trustees.
1 April 2021
Guidance Note
Charity
Boards and committees
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Feedback report

The SORP Trustee Engagement Strand Trustee Questionnaire Feedback report

This report provides an analysis of trustees' experiences and understanding of the current Charities SORP.
1 March 2021
Guidance Note
Charity
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Guidance Note

The board evaluation process - visual aids

This guidance note visually outlines some of the factors that a charity board will want to consider when discussing board evaluations.
1 May 2021
Guidance Note
Charity
Boards and committees
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Guidance Note

Virtual and hybrid AGMs: A guide for charities

This guidance aims to provide a practical ‘how to’ guide for charities approaching their first virtual or hybrid annual general meeting (AGM).
3 February 2021
Guidance Note
Charity
Technology and AI
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Guidance Note

Lead charity trustees in England and Wales

The charity sector has seen increasing calls for individual trustees on boards to be appointed to lead on specific aspects of a charity’s activities in response to adverse reports – whether it be safeguarding, staff welfare, digital or fundraising. The concept of a ‘lead’ or 'link’ is not new, as it could, for example, be argued that the honorary position of treasurer makes that person the lead trustee on finance.
17 January 2023
Guidance Note
Charity
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Guidance Note

Specimen charity board evaluation questions

A trustee board that is aware of its powers, duties and responsibilities and the impact it can have on the sustainability of an organisation is better placed to lead the charity to achieving its stated objects and making the intended positive impact on society.
1 January 2022
Guidance Note
Charity
Boards and committees
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Guidance Note

Specimen role description for charity trustees (England & Wales)

Guidance for charities in using best practice principles to define the role and responsibilities for charity trustees.
24 January 2022
Guidance Note
Charity
Boards and committees
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Guidance Note

Specimen appointment letter for trustee of unincorporated charity

This guidance note offers an example of a specimen letter to be sent to a new trustee of an unincorporated charity. As such, it is an outline for charities to amend to suit their needs. Charities are urged to ensure that all relevant factors relating to their organisation are included in such letters.
1 January 2023
Guidance Note
Charity
Boards and committees
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Chartered Governance Institute Coat of Arms
© Copyright 2025 The Chartered Governance Institute UK & Ireland is a division of The Chartered Governance Institute, incorporated by Royal Charter RC000248 with registered office in Saffron House, 6-10 Kirby Street, London, EC1N 8TS, United Kingdom. Founded 1891 · Constituted under Royal Charter 1902 · Patron: HM King Charles III
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