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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.

Sample schemes of delegation

A resource pack to help you write a scheme of delegation.

Trustee disputes process

Find out how our example code of conduct can ensure your complaints are handled fairly and consistently.

Volunteering during the covid-19 pandemic: What we know

  • Coronavirus
  • Involving volunteers

Governance round-up: July 2022

Read our latest round-up for trustees and governance professionals, with useful sector updates, training courses and written guidance.

  • Governance

Impact round-up: August 2022

In this edition, Sandy Chidley, senior consultant, spotlights opportunities in impact and evaluation and shares useful evaluation resources and training opportunities

  • Impact and evaluation

Time Well Spent: A national survey on the volunteer experience

Our survey of more than 10,000 people provides the most detailed analysis of volunteering for a decade

  • Involving volunteers
  • Digital and technology

Time Well Spent: Employer-supported volunteering

Building on existing work on corporate volunteering, this report looks at employer-supported volunteering through the eyes of the volunteer

  • Involving volunteers
  • Employing and managing staff

Government policy and funding round-up: August 2022

This round-up will help you to stay informed about our influencing work, and any government policy and funding announcements. For news related to what’s happening in parliament, see our regular inside track round-up.

  • Government and politics

Governance round-up: August 2022

Governance consultant Sally Stephens shares updates on the Charities Act and the Charity Governance Code, along with some exciting training opportunities for trustees

  • Governance

Turning abandoned shares into support for communities – and what you can do to help

We explain what dormant assets are, how they could support communities and how you can help make that happen.

  • Law and regulation

Supporting members through the cost of living crisis

  • Responding to crises
  • Government and politics

Government must provide immediate financial support to help communities

Voluntary sector partners joint statement on the cost of living crisis

  • Responding to crises
  • Government and politics

Factors to consider before closing

Whatever your reasons for considering closure, you’re likely to have legal responsibilities to follow

Planning for closure

Steps you need to take before closing your organisation

  • Closing down

Create a closure plan

Depending on your route to closure and your legal structure, you may have different legal duties and wider responsibilities

Plan your closure communications

Once the decision has been made to close, you’ll need to decide who to inform and how to inform them

Organise your finances for closure

Key financial steps your need to take when closing your organisation

Supporting your staff and volunteers through closure

Your duty of care to staff, volunteers and beneficiaries should be at the top of any closure plans

Supporting your leadership team and trustees through closure

Closing an organisation will require courage and commitment from an organisation’s leadership

You hold data

You have a website and social media presence

You're currently fundraising

Guidance on refusing donations, communicating with donors, and returning donations

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

Developing a Fundraising Strategy (0.5 day)

Learn how to develop your first fundraising strategy. This course is aimed at small to medium-sized charities looking to grow their fundraising offer.

Successful funding applications (0.5 day)

Learn Practical tips to ensure you are successful in your funding bid applications.

Webinar: charity trading essentials

Explore charity trading and when to consider a trading subsidiary.

Leading external engagement ( 1 day)

This training will teach you how to raise your profile and the profile of your charity. You’ll learn how to improve your external engagement through network-building, collaboration, partnership development and effective communication.

Tools and methods for measuring outcomes (1 day)

Get an introduction to data collection methods and practical guidance for evaluating your work

Recruiting volunteers (0.5 day)

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

Supporting good governance (4 x 0.5 days)

This course will help you implement structures and processes to support trustees, and ensure systems are aligned with your organisation’s purpose and objectives

Authentic leadership (1 day)

This practical one-day course for aspiring and existing charity leaders will strengthen your understanding of authentic leadership, so you can lead with integrity and impact