Documents and Forms for Administering a CIO

December 2014

Day to day running of a CIO

If you are setting up a new Charitable Incorporated Organisation (CIO), or are involved in running an existing CIO, there are a number of documents which, day-to day, you will need to use to comply with the charity law regulations governing CIOs.

We have just produced a range of administration documents designed not only to comply with specific charity law requirements applicable to CIOs, but also to assist you to run your CIO properly and efficiently.

These new administration documents range from trustee board minutes to forms of trustees’ and members’ registers, and you will find all of them in the new Charitable Incorporated Organisation Administration subfolder.

New documents

The new administration documents consist of the following standard forms:
• registers of trustees and members
• lists of current trustees and members
• resignations of trustee and members
• application, and acceptance of application, to become a member
• certificate of membership
• written members’ resolution
• trustees’ board meeting minutes

Use of these forms will not only save you valuable time, but will also help you to comply with relevant legal requirements.

These new documents accompany the existing folder of CIO model forms of constitution and CIO guidance notes which you can find at Constitutions for Charitable Incorporated Organisation (“CIOs”).

The contents of this Newsletter are for reference purposes only and do not constitute legal advice. Independent legal advice should be sought in relation to any specific legal matter.

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