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Legal obligations of charities

Guidance for charities and their legal obligations

  • Law and regulation

Legal advice and assistance

Sources of legal advice and assistance for charities, voluntary organisations and social enterprises.

  • Law and regulation

Legal compliance checklist

This document contains a list of legal aspects that need to be covered by most voluntary organisations.

Political campaigning

Guidance to help you campaign with confidence during an election

  • Government and politics
  • Campaigning

Financial management

Guidance, techniques and tools for managing your organisation's finances

  • Financial management

What's different about charity finance

Find out what makes charity finance different and how to plan appropriately

  • Financial management

Processes, procedures and controls

What controls you need to put in place to stop errors creeping into your accounting, and to reduce the risk of fraud

  • Financial management

Internal controls

Internal controls are the things you do to help manage the risk of an error or a fraud

  • Financial management

Fraud

How to be aware of the risk factors relating to fraud and take steps to protect your organisation.

  • Financial management

Autumn Statement 2023: Impact on charities

Policy and insight manager Sam Mercadante considers the implications of the Autumn Statement for charities

Government policy and funding round-up: November 2023

Latest updates on our influencing work, government policy and funding announcements

  • Financial management
  • Government and politics
  • Funding and income

Time Well Spent 2023: Volunteering among the global majority

Research exploring the volunteering experiences and perspectives of people from the global majority

  • Equity, diversity and inclusion
  • Involving volunteers

Impact round-up: December 2023

The latest resources, events and training to help your organisation with its impact and evaluation

  • Impact and evaluation

Volunteering round-up: December 2023

The latest volunteering news, resources and dates for your diary

  • Involving volunteers

Governance round-up: December 2023

New inclusion and campaigning resources, a chance to help shape investment principles, and dates for your diary

  • Governance

Our tribute to Michelle

It is with much love and respect that we pay tribute to our colleague and friend, Michelle Curtis, who passed away unexpectedly in November.

Why your voice is important in 2024, and how NCVO can help

How charities can harness the power of our collective voice in 2024

Practical support bulletin: January 2024

Resources, events, support and information on the big issues affecting small charities

  • Cost of living
  • Digital and technology
  • Involving volunteers

Government policy and funding round-up: January 2024

Latest updates on our influencing work, government policy and funding announcements

  • Funding and income
  • Government and politics

Board meeting agenda

A template agenda for a board meeting.

Code of conduct

A sample code of conduct for trustees.

Declaration of interests

Sample declaration of interests form for trustees

Expenses claim form

Sample trustee expenses claim form

Organisational management calendar

A sample management calendar for users to adapt for their own organisations

Risk register

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Role descriptions for trustees

Sample role descriptions for a range of trustee roles

Role description for a chief executive

The management of a charity is delegated to the chief executive. This is a sample role description for a chief executive.

Sub-committee terms of reference

All sub-committees need terms of reference that clearly indicate what's expected of them and who they're accountable to.

CEO report template

It is good practice that the CEO reports to the board on a regular basis, we would recommend this report is written so that trustees have time to digest it and formulate questions.

Project management in the voluntary sector (2 days)

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully.

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

Mentoring and coaching (0.5 day)

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

Charity trustee induction and refresher (2 x 0.5 days)

This course will give trustees an overview and understanding of charity governance, regulation and best practice

Financial governance for trustees (0.5 day)

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

Strategic planning: tools for decision making (1 day)

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Recruiting volunteers (0.5 day)

This course will develop your skills and help you use a marketing approach to recruit volunteers

Developing a volunteer strategy (1 day)

Get an overview of the key tasks and considerations when creating a volunteer strategy. Learn how to develop a strategy that compliments your business plan and create a framework for building success