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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 , i.e payments made by a charity to any person or organisation where there is there is a moral (but no legal) obligation to do so. This note takes account of relevant changes in the law that became effective on 27 November 2025. Familiarisation with this note can help ensure that your charity complies with 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, using 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 a charity 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.

Charities: Miscellaneous is part of Corporate. Just £38.50 + VAT provides unlimited downloads from Corporate for 1 year.

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