Are you a trustee, chair or involved in governance? This is a thread for you to meet others in the same boat, share your experiences, and ask questions—introduce yourself below!Some questions to get...
Benita Culshaw
Steering the ship alone is tough. Find your support group of other charity leaders here in your own thread, where you can ask questions, share advice, and network to your heart's content!Some questio...
Benita Culshaw
Hi, I was wondering if anyone can advise if it's acceptable to use digital signatures on official documents, specifically for a Written Resolution for amendment to Constitution? We can get the truste...
Hollie Felton
Good morning, does anyone have a template for a trustee attendance policy they'd be willing to share?   Thanks Emma
Emma Willder
Has anyone here requested a review of a decision by the Charity Commission (ideally successfully!) I'm not clear on what they might consider legitimate "grounds", and how this would differ from the "...
Robb Masters
Hello there Does anyone have knowledge of the best legal structure for community carnivals? What would you say is better CIC or CIO? I'm assuming the ability to raise funds via the CIO model is great...
Hello My Governance & Risk Team is under-resourced at the moment so I am seeking a consultant for a few days a week for a few months to support the governance function with tasks like minuting, polic...
Emily Wilson
Our small charity does not have a reserves policy as such - we have no premises, paid staff etc so do not see the need. However, we would like to make a short reserves statement. Please oes anyone ha...
Jo Stone
Hi everyone, Wondering if any one has a procedure document around trustee appointments or similar? Our constitution covers the key rules but we're looking to put together a procedures document that e...
Caroline Walker
Hi,I recently took over as chair of a small charity in wales. The ex chair left suddenly and refused to meet for a proper handover. They have stated they have handed over all the documents at an impr...
Catherine Tuck
In a company limited by guarantee can a Trustee be removed from The Board by a decision by the Board to remove that Trustee from membership. As you have to be a member to be a Trustee this means that...
Stephen Kennedy
Hi - I work in a relatively young CIO and need to put the appropriate governance in place.  Do others have explicit terms of reference for your Trustees' Boards?  I'd be grateful for a template if so...
Hi everyoneWhat is the best format for a children's sports club who wants to be a charity and claim gift aid on its membership fees ?  I have been looking at a charitable incorporated organisation bu...
Lindsey Wigginton
Does anyone know of any free/discounted resources for Charities/Social/Enterpirses specifically for Pro-bono accountancy advice? Would appreciate any advice or contacts :)
Hi everyone Just wondering what the best way is to determine how long to keep client data after a client has left a service. Any ideas gratefully received. Thank you ?? 
laura baxter
Hi there, can anyone help me please?I was a Trustee of an unincorporated charity operating through a Trust Deed, which made loans to individuals in need of start-up finance. I then closed that charit...
Jaz Sundeep
Hi. I'm looking to work with a facilitator who has a good understanding of community involvement and impact with charities. I have a short programme of work to support some trustees to discuss their...
Alan Webb
Hi All,I'm looking to set up some kind of ESG group, to discuss best practice and issues with implementing strategy around ESG topics in the charity sector.  I'm currently part of a large conservatio...
Charlotte Hunter
Does anyone have an 'equality impact assessment' template that is easy to use, but also effective?  (the ones I have seen are admittedly very thorough, but also potentially cumbersome...)Thank you!Am...
Amanda Lee
I'm Chair of Trustees at Pecan, which helps disadvantaged people in Southwark, SE London. Our slogan is 'Transforming lives through Kindness, Belief and Hope'.I second the recommendation of the Assoc...
Hi AllNew member, hopefully this is ok to ask.I am in the process of setting up a charity (CIO), we have a group of trustees formed but there is some question about my eligibility to be a trustee bec...
Matthew Barraud
I am Joseph. I have been volunteering for around two decades (dinosaur stuff, I know: I should consider getting Grade-listed!), but have been part of Solace International since its inception about te...
Hi, I'm fairly new at setting up a charity and am struggling with recruitment of trustees. I'd appreciate any help/suggestions on how other charities have done their recruitment.Many thanks,MayurFoun...
Evening, we have a cic ltd by guarantee. Is there any possible way to move to cic by shares.  I'm trying to analyse the best exit strategy after setting up with own investment and hard work. Really d...
Shona Caulton
Does home working of the CEO change any of this ?
Annie Anon
The Bill has received Royal Assent https://charitycommission.blog.gov.uk/2022/02/25/charities-bill-the-next-steps/This article on the gov.uk website covers the 5 main changes:https://charitycommissio...
A CharityConnect User
Hello, I am a trustee of a small local charitable organisation & have been charged with reviewing our current GDPR procedures and training levels.Is there an external GDPR assessor organisation in th...
paul robinson
Hi Everyone,Just wondering if anyone has any experience with outlining ownership of assets in MOU agreements with partner NGOs who are implementing projects on the ground?I can't find much on the cha...
We are a CIO and don't have to have an AGM in our Constitution.Do we need to recorded statement of this anywhere other than in the minutes that this is the case, or is this sufficient, and how often...
Liz G
Hi,We are organising an away day with our board and looking for a facilitator with experience of running this type of thing. I would really appreciate any recommendations anyone could give of anyone...
Martha Stenhouse
Hi allDoes anyone have a checklist for things to be done when trustees exit? BestG
Geetika Kaushal
Hello. I am a Trustee with a small counselling agency. We have some new Trustees joining us and I wondered if anyone has ideas for an induction programme, or what tools others have used eg as a welco...
Penny Holmes
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