Charity Governance

Every board of trustees of a charity is responsible for the governance of their charity, and they must run it in a way that complies with the charity's governing document (constitution) and all relevant charity law and other applicable laws.

For this purpose, all charities should adopt and implement policies and procedures that will help ensure that they meet applicable legal, regulatory and governance requirements.

Which template documents are included in this group?

There are a variety of formal policy documents in this group which a charity might adopt. They cover a wide range of subject matter including safeguarding, internal financial controls, reimbursement of expenses of trustees, employees and volunteers, volunteer home working, trustee conflicts of interest, fundraising whistleblowing, and grant making.

There are also templates containing procedures for making complaints to a charity.

This group also has a range of template board minutes and resolutions designed to assist trustees to document and administer routine and specific measures in suitably detailed and unambiguous way.

Why should my charity use these templates?

It would be prudent to ensure that your charity makes use of those document templates that are applicable to it.

This is because, in relation to certain policies, adoption of a formal policy document in each case is either recommended/required by the Charity Commission, or is considered generally to be best practice.

In relation to both policy templates and template resolutions/minutes, they can assist trustee boards to meet a number of legal or governance requirements or governance recommendations.

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