Charitable Trust (CT) Formation Checklist

This is a checklist of the key points that need to be considered when setting up a Charitable Trust (“CT”).

This checklist is based on various requirements of the Charity Commission and Charity Law, but it goes further and considers other issues such as, preliminary issues to be considered before deciding to set up a CT, selection of permissible charity names, use of names, the taking on of financing, the office address and contact person for the charity, charity assets, and how assets may be held on behalf of the charity.

This checklist is in the form of a table which sets out the actions that needs to be taken or considered with commentary by us to assist you, followed by empty boxes for the customer to complete as to status and responsibility etc. depending on the customer’s individual circumstances.

This template is a useful guide when setting up a CT to ensure that all the main points have been considered. This checklist is not exhaustive but does include all the main headline points. How you use it will depend on the size and nature of your proposed charity. 

Once you have purchased access to the appropriate document folder click on the “Download Document” button below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.

Charitable Trust (CT) Formation Checklist is part of Corporate Documents. Just £35.00 + VAT provides unlimited downloads from Corporate Documents for 1 year.