Charity Governance

Charity Governance

We are committed to supporting your organization’s growth and impact. Whether you are starting a new charity or looking to enhance the operations of an existing one, we provide the expertise, resources, and personalized guidance you need. Join us in making a difference in the lives of those we serve.

Download our free guide to different types of Charities!

Training for trustees
Contact us today to learn more about how our policies and procedures development, self-evaluation toolkits, governance support, DBS guidance, and board development resources can benefit your organization.

Together, we can drive positive change and make a lasting difference in our communities.

Devising a Strategic Plan
A strong strategic plan serves as a roadmap for charities to achieve their mission and create meaningful impact.

We assist organizations in developing strategic plans tailored to their unique goals and challenges.

Our experts will guide you through the process of defining your mission, conducting situational analyses, setting SMART goals, creating actionable strategies, and implementing a monitoring and evaluation framework.

Together, we can ensure your charity is well-positioned for success.

Staying compliant
We understand the significance of adhering to legal and regulatory frameworks.

Our team offers guidance on compliance matters, ensuring that your charity operates within the boundaries set by relevant authorities.

We provide up-to-date information on reporting obligations, financial transparency, tax regulations, and fundraising guidelines to ensure your organization’s compliance.

Create trust
Transparent reporting is crucial for maintaining trust with stakeholders and demonstrating accountability.

Our experts assist charities in understanding reporting requirements, such as annual financial statements and impact reports.

We offer templates, training, and personalized guidance to help you effectively communicate your achievements and financial stewardship to donors, volunteers, and the public.

We are passionate about supporting charitable organizations in achieving excellence. Our resources, toolkits, and expertise will empower your charity to operate with integrity, efficiency, and impact. Together, let’s build a stronger and more vibrant charitable sector.

Regulatory Obligations

We are dedicated to supporting your organization in fulfilling its regulatory obligations through our comprehensive Charity Audits and Independent Examination Reports.

Charity Audits

Our comprehensive charity audits involve an in-depth examination of your organization’s financial statements, internal controls, and compliance with regulatory requirements. We thoroughly assess financial records, transactions, and governance practices to provide an accurate and reliable audit report.

Independent Examination Reports

Our independent examination reports offer a cost-effective alternative for smaller charities that do not require a full audit. Our experts independently review your financial statements, assessing their accuracy, compliance, and transparency. Provides stakeholders with confidence in your financial affairs.

Compliance Reviews

We also offer compliance reviews to ensure your organization adheres to relevant laws and regulations. Our specialists assess your policies, procedures, and operational practices, providing recommendations to strengthen your compliance framework.

Expert Advice and Support

We believe in fostering long-term relationships with our clients. Our team is always available to provide expert advice and support, assisting you in understanding and implementing best practices in financial management, governance, and transparency.

Resources and toolkits

As your trusted partner in strengthening the governance and operations of charitable organizations, we offer a comprehensive suite of resources and toolkits to help charities devise policies and procedures, evaluate their performance, enhance governance practices, and ensure the safety and well-being of their trustees, employees, and volunteers. Explore the range of services we provide:

Policies and Procedures
Developing robust policies and procedures is essential for ensuring consistent and ethical practices within your organization.

Our expert team can guide you through the process of creating tailored policies in areas such as finance, human resources, safeguarding, equality and diversity, data protection, and risk management.

We provide guideline templates, examples, and best practices to assist you in implementing effective policies that align with legal requirements and industry standards.

DBS Toolkit for Trustees, Employees, and Volunteers
Ensuring the safety and well-being of individuals involved in your charity is of utmost importance.

Our DBS toolkit provides guidance on Disclosure, and Barring Service (DBS) checks for trustees, employees, and volunteers.

It helps you understand the legal requirements, navigate the application process, and establish safeguarding practices to protect vulnerable individuals.

Safeguard your organization and maintain trust within the community by implementing robust DBS procedures.

Self-Evaluation Toolkits
Continuous improvement is vital for charities to maximize their impact. Our self-evaluation toolkits offer a structured approach to assessing and enhancing your organization’s performance.

These toolkits cover various aspects, including governance, financial management, program delivery, volunteer engagement, and impact measurement.

By utilizing our self-evaluation resources, you can identify strengths, address areas for improvement, and refine your strategies for greater effectiveness.

Role of the Board
The board of trustees plays a crucial role in setting the direction and overseeing the activities of a charity.

Our resources highlight the responsibilities and best practices of board members, including fiduciary duties, strategic planning, performance monitoring, and accountability.

Empower your board to be effective leaders and advocates for your organization’s mission.

Governance Toolkit
A strong strategic plan serves as a roadmap. Strong governance is the backbone of a successful charity.

Our governance toolkit provides comprehensive guidance to help trustees and board members fulfil their roles and responsibilities effectively.

It covers topics such as board recruitment and composition, leadership development, decision-making frameworks, conflict of interest management, and board-staff relationships.

Empower your board with the tools and knowledge they need to steer your organization.

Contact us today to learn more about how our policies and procedures development, self-evaluation toolkits, governance support, DBS guidance, and board development resources can benefit your organization. Together, we can drive positive change and make a lasting difference in our communities.