The Charities Regulator endeavours to provide guidance and advice relating to all aspects of our work.
The organisation was established under the Charities Act 2009 and we have included a copy of that document here for reference.
If you are considering applying for charitable status, we have produced and published a suite of guidance documents to help with the consideration and submission of your application. These documents also provide advice about governance and best practice.
General
Guidance
Trustees
Charities Governance Code Toolkit - Guidance Notes and Templates
Charity trustees are responsible for the governance of their charity and should make sure that the six principles of the Charities Governance Code are being applied. In order to assist and provide practical support to charity trustees in their efforts, the Charities Regulator is committed to developing a suite of guidance documents and templates. To download a document, click on the document title below to access it.
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Sample Completed Compliance Record Form
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Compliance Record Form
Download the editable Compliance Record Form (WORD doc)
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Charity Trustee Duties and Roles
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Meetings and Minutes
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Planning and Risk
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Recruitment and Induction
Recruitment and induction of prospective charity trustees (PDF document)
Induction pack checklist (PDF document)
Guidance on Code of Conduct for charity trustees (PDF document)
Code of Conduct for charity trustees template (WORD document)
Guidance note on Charity Trustee Term Limits and Succession Planning (PDF document)
Due diligence for prospective charity trustees (PDF document)
Sample Code of Conduct for Volunteers (WORD document).
Sample Code of Conduct for Employees (WORD document).
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General note on 'other' legal and regulatory requirements
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Board Appraisal
