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  1. Home
  2. Setting up and running a charity
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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See latest changes to this content

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
  • Almshouse factsheets
  • 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

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