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Guidance Note

Governing documents for charities (England & Wales)

Guidance for charities in using good practice principles to create governing documents.
1 April 2021
Guidance Note
Charity
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Guidance Note

Change of charity director: A specimen checklist for charity secretaries in charitable companies limited by guarantee

This guidance note offers the charity secretary or governance professional of a charitable company limited by guarantee an outline of the information that should be considered when dealing with the change of trustee and director.
1 January 2023
Guidance Note
Charity
Boards and committees
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Guidance Note

Change of charity secretary: A specimen checklist for charitable companies limited by guarantee

This guidance note offers to a charitable company limited by guarantee an outline of the information that should be considered when dealing with the change of charity secretary.
1 January 2023
Guidance Note
Charity
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Guidance Note

Charity mergers: post-merger structures

When considering a merger, trustees should give some thought as to what the structure of the new charity will be – if indeed there is to be a new charity.
1 January 2022
Guidance Note
Charity
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Guidance Note

Trustee board effectiveness

This guidance aims to support and augment the recommendations contained in the Code and covers wide ranging aspects of charity governance.
1 April 2021
Guidance Note
Charity
Boards and committees
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Guidance Note

COVID-19 Re-opening safely: A guide for charity trustees in England and Wales

This guidance note focuses on return to work practices following the COVID-19 lockdown.
1 July 2020
Guidance Note
Charity
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Guidance Note

Specimen strategic agenda for charity boards

This guidance note provides a specimen strategic agenda for charity boards to adapt for their own purposes to improve the discussion and decision making of board meetings.
1 January 2022
Guidance Note
Charity
Reporting
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Guidance Note

Amending charity governing documents (England & Wales)

This guidance note highlights the main ways in which a governing document can be amended.
1 April 2021
Guidance Note
Charity
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Guidance Note

Model Terms of Reference for a Remuneration Committee in a Charity

This guidance note offers model terms of reference for the remuneration committee of a charity registered in England and Wales.
1 October 2021
Guidance Note
Charity
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