Charity Administration

Which topics are covered in this group of document templates?

A wide variety of areas are covered by the documents in this group, ranging from expense reimbursement policies and claim forms, to standard and other forms to be completed and submitted to Companies House, to public health emergency charity employee return to work forms, to electronic marketing and data protection, as well as other ongoing compliance guidance.

Are some of these documents needed for legal compliance? How can these assist charity trustees to run their charity?

The Companies House forms and other documents must be submitted to Companies House to meet company law requirements where the charity is set up in the form of a charitable company limited by guarantee. These forms relate to a number of routine events, e.g. resignation of a company secretary.

In addition to policies and forms for use when claiming back expenses, there are also some guidance notes and other documents relating to a number of topics, e.g. required contents to be included on business documents of a charity; ongoing compliance issues, e.g. GDPR compliant Privacy Notice; forms for public health emergencies (e.g. pandemics); electronic marketing.

All of the documents in this group can assist trustees to save time and trouble when administering their charity. Some of them are legally required documents or can help to fulfil compliance obligations.

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