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Setting up and running a charity

Managing your charity

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

  1. Charity Commission services: log in or get a password
  2. Send a charity's annual return
  3. Change your charity's details
  4. Change your charity's governing document
  5. Change your charity's name
  6. Remove a charity from the charities register
  7. Charity trustee: declaration of eligibility and responsibility
  8. Get a charity registration certificate

Essential reading

  1. Charity trustee: what’s involved (CC3a)
  2. Prepare a charity annual return
  3. Prepare a charity trustees' annual report
  4. Charity meetings: making decisions and voting
  5. Trustee board: people and skills
  6. Charity staff: how to employ paid workers
  7. How to report a serious incident in your charity
  8. Charity trustees: resignation and removal
  9. The essential trustee: what you need to know, what you need to do (CC3)
  10. Making digital work: 12 questions for trustees to consider
  11. Charity governance, finance and resilience: 15 questions trustees should ask

Change what your charity does

  1. How to make changes to your charity’s governing document
  2. How to write your charity's governing document (CC22b)
  3. Change your charity structure
  4. Charity types: how to choose a structure (CC22a)
  5. How to write charitable purposes
  6. How we approve changes to charities
  7. Change a charity governing document by scheme

Protect your charity from harm

  1. How to manage risks in your charity
  2. Charities: how to protect children and adults at risk
  3. How to insure your charity
  4. Manage a conflict of interest in your charity
  5. Charities and terrorism
  6. Charities: holding, moving and receiving funds safely
  7. Charities: fraud and financial crime
  8. Protecting charities from abuse for extremist purposes
  9. Charities: due diligence, monitoring and verifying the end use of charitable funds
  10. Charities and risk management (CC26)
  11. Conflicts of interest: a guide for charity trustees (CC29)

Reporting and accounts

  1. Charity reporting and accounting: the essentials November 2016 (CC15d)
  2. Trustees' annual report template (SORP 2005)
  3. Charity accounting templates: receipts and payments accounts
  4. Receipts and payments accounts pack (CC16)
  5. Independent examiner's report template (SORP 2005)
  6. Accruals accounts packs (CC17 and CC39) - SORP 2005
  7. Charity accounting templates: accruals accounts (CC17) - SORP 2005
  8. Charity accounting templates: accruals accounts (CC39) - SORP 2005
  9. Internal financial controls for charities (CC8)
  10. The Charities SORP: new SORPs and SORP 2005
  11. Accruals accounts pack (CC17) - SORP FRS 102

Land, property and assets

  1. Charity land and property
  2. How to transfer charity assets
  3. Charity finances: trustee essentials (CC25)
  4. Sales leases transfers or mortgages: what trustees need to know about disposing of charity land (CC28)
  5. Transfer charity land or property to the Official Custodian
  6. Almshouse factsheets
  7. Appointing nominees and custodians (CC42)
  8. Selling or leasing charity land for less than best price
  9. Sell or lease property to someone connected to your charity
  10. Use of church halls for village hall and other charitable purposes (CC18)
  11. Village halls: answers to some common questions
  12. The Official Custodian for Charities' 'land holding' service (CC13)
  13. Charitable registered social landlords

Work with other organisations

  1. How to merge or link charities
  2. Making mergers work: helping you succeed
  3. Public service delivery: rules for charities
  4. Choosing to collaborate: helping you succeed
  5. Register of merged charities

Technical guidance

  1. Exempt charities (CC23)
  2. Excepted charities
  3. Charities and insurance (CC49)
  4. Finding new trustees (CC30)
  5. Changing your charity's governing document (CC36)
  6. Charities and meetings (CC48)
  7. Return a gift: how charities can make moral (ex gratia) payments
  8. The Companies Act 2006: guidance for charities
  9. Safeguarding children and young people
  10. Vicarious liability of a charity or its trustees

Alerts and warnings

  1. Charity Commission alerts, decisions, reports and statements
  2. Regulatory alerts: Charity Commission
  3. Commission warns charities on business rates relief
  4. Be aware of suspect donations - advice for charities
  5. Alerts issued prior to 2013

Public benefit and charitable purposes

  1. Public benefit: rules for charities
  2. Charitable purposes and public benefit
  3. Charitable purposes
  4. Public benefit: an overview
  5. Public benefit: the public benefit requirement (PB1)
  6. Public benefit: running a charity (PB2)
  7. Public benefit: reporting (PB3)
  8. What makes a charity (CC4)
  9. Legal analysis: public benefit

Research and analysis

  1. Charities and commercial partners (RS2)
  2. Collaborative working and mergers (RS4)
  3. Milestones: managing key events (RS6)
  4. Going green: charities and environmental responsibility (RS17)
  5. A breath of fresh air (RS23)

Other

  1. Charities and charity trustees: school governors
  2. Charities providing housing
  3. Disaster appeals: Charity Commission guidance on starting, running and supporting charitable disaster appeals (CC40)
  4. Disposal of redundant churches and other places of worship
  5. Equality Act: guidance for charities
  6. Examples of personal benefit
  7. Faith-based charities
  8. How to close a charity
  9. How to register a charity (CC21b)
  10. It's your decision: charity trustees and decision making (CC27)
  11. Local authorities as charity trustees
  12. NHS charities guidance
  13. Parochial church councils and chancel repair liability
  14. Recreation ground charities
  15. Schools, colleges and universities: Charity Commission
  16. Statements on live cases: Charity Commission
  17. The Extended Schools Initiative

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