Charities: Miscellaneous 
What are the miscellaneous matters covered in this group, and why should trustees use the documents in this group ?
A guidance note in this group outlines the law and practice on “ex gratia” payments by a charity to any person or organisation, i.e payments made where there is no legal obligation to do so but there is a moral obligation to do so. It takes account of changes to the law relating to ex gratia payments that became effective on 27 November 2025. Familiarisation with this note can help ensure that your charity does not act in breach of the relevant law.
This group also contains various templates that can be used to agree the terms of engagement of volunteers by a charity, to establish the rules that will apply to working with a volunteer fundraising group, and dealing with volunteers' expenses. Use of these documents can help to avoid liability or other adverse legal consequences arising from uncertainty as to the basis on which a charity engages with its volunteers.
Sometimes a charity may, for a fee, need to hire premises from another person or organisation for one or more short periods (as distinct from taking a lease for a period). Alternatively, it might wish to make available all or part of its own premises to another organisation in return for a fee. In either case use of one of the hire documents in this group can help avoid liability or other legal pitfalls arising from failure to fully and accurately document a premises hire arrangement.
This group also includes a template agreement for use when it needs to buy in any (non-fundraising related) consultancy services from another person or organisation. Use of this template can help avoid liability or other adverse legal consequences arising from a failure to agree any or appropriate terms on which services are procured.
General
Charities might easily overlook the importance of fully and correctly considering and handling the legal aspects of the topics covered in this group. Trustees are recommended to familiarise themselves with the matters covered by it.
- Ex Gratia Payments by a Charity
- Charity Volunteers
- Hire of Rooms to or by Charities
- Charity Agreements for Procurement of Services
Charities: Miscellaneous is part of Corporate. Just £38.50 + VAT provides unlimited downloads from Corporate for 1 year.
