This technical and good practice guidance has been developed through collaboration between experts and practitioners. It provides independent advice on a wide range of governance issues and practical specimen materials that you can adapt and use.
GOOD PRACTICE
- Thinking about a charity merger?
- Payment of charity trustees (England & Wales)
- Charity mergers: due diligence
- Charity mergers: post-merger structure
- Trustee board effectiveness
- Prospective charity trustee due diligence
- Managing conflicts of interest in a charity
- Charity trustee liability (England & Wales)
- Governing documents for charities (England & Wales)
- The role and duties of charity trustees
- Specimen board meeting etiquette (not-for-profit organisations)
- Governance and management - an overview for charities
HOW TO
- Specimen charity merger documents: joint feasibility working party terms of reference and confidentiality agreement
- Amending charity governing documents (England & Wales)
- Charity merger or collaboration checklist
- Charity merger: finding the right match
- Change of member: A specimen checklist for charity secretaries in charitable companies limited by guarantee
- Change of charity secretary: A specimen checklist for charitable companies limited by guarantee
- Change of charity director: A specimen checklist for charity secretaries in charitable companies limited by guarantee
MODELS
- Trustee competency matrix
- Skills specimen: Trustee boards
- The role and duties of charity trustees (Northern Ireland)
- Specimen conflict of interest policy, declaration form and register of interests for charity trustees
- Specimen charity trustee declaration
- Specimen induction pack for charity trustees
- Specimen letter to be sent on appointment to a trustee (and director) of a charitable company limited by guarantee
- Specimen letter to be sent on appointment to a trustee of an unincorporated charity
- Specimen code of conduct for charity trustees (England & Wales)
- Specimen role description for a charity treasurer (England & Wales)
- Specimen role description for charity trustees (England & Wales)
- Specimen role description for the charity secretary of the board of trustees
- Specimen role description for chair of the board of charity trustees
- Matters reserved for the board of trustees
- Specimen skills register for charity trustees
ICSA's full range of governance materials, including good practice guidance for company secretaries for corporate and charity entities, is available to professional subscribers of ICSA. Discover more.