Setting up and running a charity

Managing your charity: detailed information

• From: The Charity Commission, HM Revenue & Customs, Department for Digital, Culture, Media & Sport, Closed organisation: English Heritage, and Welsh Government

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Forms

• Send a charity's annual return
• Tell the Charity Commission about a change to your charity
• Remove a charity from the charities register
• Charity trustee: declaration of eligibility and responsibility
• How to get a charity registration certificate

Introductory guides

• Charity trustee: what’s involved (CC3a)
• Charity purposes and rules
• Managing conflicts of interest in a charity
• Making decisions at a charity
• Managing charity finances
• What to send to the Charity Commission and how to get help

Essential reading

• Prepare a charity annual return
• Prepare a charity trustees' annual report
• Charity meetings: making decisions and voting
• Trustee board: people and skills
• Charity staff: how to employ paid workers
• How to report a serious incident in your charity
• Charity trustees: resignation and removal
• The essential trustee: what you need to know, what you need to do (CC3)
• Making digital work: 12 questions for trustees to consider
• Charity governance, finance and resilience: 15 questions trustees should ask
• Safeguarding and protecting people for charities and trustees

Change what your charity does

• How to make changes to your charity’s governing document
• How to write your charity's governing document (CC22b)
• Change your charity structure
• Charity types: how to choose a structure (CC22a)
• How to write charitable purposes
• How we approve changes to charities
• Change a charity governing document by scheme

Protect your charity from harm

• Charities and terrorism
• Charities: holding, moving and receiving funds safely
• Protecting charities from abuse for extremist purposes
• Charities: due diligence, monitoring and verifying the end use of charitable funds
• Charities and risk management (CC26)
• Conflicts of interest: a guide for charity trustees (CC29)

Reporting and accounts

• Charity reporting and accounting: the essentials November 2016 (CC15d)
• Trustees' annual report template (SORP 2005)
• Charity accounting template: receipts and payments accounts (CC16)
• Receipts and payments accounts pack (CC16)
• Independent examiner's report template (SORP 2005)
• Accruals accounts packs (CC17 and CC39) - SORP 2005
• Charity accounting template: accruals accounts (CC17) - SORP 2005
• Charity accounting template: accruals accounts (CC39) - SORP 2005
• Internal financial controls for charities (CC8)
• The Charities Statement of Recommended Practice (SORP)
• Accruals accounts pack (CC17) - SORP FRS 102

Land, property and assets

• Charity land and property
• How to transfer charity assets
• Sales leases transfers or mortgages: what trustees need to know about disposing of charity land (CC28)
• Transfer charity land or property to the Official Custodian
• Appointing nominees and custodians (CC42)
• Selling or leasing charity land for less than best price
• Sell or lease property to someone connected to your charity
• Use of church halls for village hall and other charitable purposes (CC18)
• Village halls: answers to some common questions
• The Official Custodian for Charities' 'land holding' service (CC13)
• Charitable registered social landlords

Work with other organisations

• How to merge or link charities
• Making mergers work: helping you succeed
• Public service delivery: rules for charities
• Choosing to collaborate: helping you succeed
• Register of merged charities

Technical guidance

• Exempt charities (CC23)
• Excepted charities
• Charities and insurance (CC49)
• Finding new trustees (CC30)
• Changing your charity's governing document (CC36)
• Charities and meetings (CC48)
• Return a gift: how charities can make moral (ex gratia) payments
• Vicarious liability of a charity or its trustees

Alerts and warnings

• Charity Commission alerts, decisions, reports and statements
• Regulatory alerts: Charity Commission
• Commission warns charities on business rates relief
• Be aware of suspect donations - advice for charities

Public benefit and charitable purposes

• Public benefit: rules for charities
• Charitable purposes and public benefit
• Charitable purposes
• Public benefit: an overview
• Public benefit: the public benefit requirement (PB1)
• Public benefit: running a charity (PB2)
• Public benefit: reporting (PB3)
• What makes a charity (CC4)
• Legal analysis: public benefit