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Guidance Note

Change of member: A specimen checklist for charity secretaries in charitable companies limited by guarantee

This guidance offers an outline to the charity secretary of a charitable company limited by guarantee of the information that should be considered when dealing with a change of member, who is also a director.
1 April 2021
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Charity trustee liability (England & Wales)

Guidance for charities in using best practice principles to understand charity trustee liability in England and Wales – charity guidance notes and best practice guides.
1 April 2021
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

ESG: A maturity matrix for charities

This paper seeks to outline the rise of environmental, social (or sustainability1) and governance factors (ESG) in the commercial sector and explain how they will become increasingly relevant to modern charities. It covers the drive behind the increasing use of ESG factors in investment decisions, reputational risks, environmental awareness amongst consumers and clients and the need to attract talent with different motivations to work.
1 April 2021
Guidance Note
Charity
ESG
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Guidance Note

Governance and management - an overview for charities

This guidance note is an overview of governance and management for charities.
1 April 2021
Guidance Note
Charity
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Guidance Note

Matters reserved for the board of trustees

This guidance note is written for those charities with established boards of trustees which employ a senior management team and delegate significant, specific functions.
1 April 2021
Guidance Note
Charity
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Payment of charity trustees (England & Wales)

This guidance note covers registered charities in England and Wales. Whilst principles of good governance transcend national borders, it is important to bear in mind the specific differences in charity legislation for those charities operating in Scotland, Northern Ireland, and elsewhere.
1 April 2021
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Prospective charity trustee due diligence

This guidance note is aimed at those individuals thinking of becoming a charity trustee/director. Before applying for a board position in a charity, potential trustees/directors/governors should undertake some research into the work a prospective charity trust performs and its governance arrangements. This document sets out some of the issues a candidate should research.
1 April 2021
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Specimen board meeting etiquette (not-for-profit organisations)

This document provides practical guidance on modern etiquette for those attending and participating in board meetings to help ensure that meetings are effective and board members are focused in the performance of their duties and responsibilities
1 April 2021
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Specimen role description for a charity treasurer (England & Wales)

Guidance for charities in using best practice principles to define the role and responsibilities for the charity treasurer – charity terms of reference and example documents.
1 January 2022
Guidance Note
Charity
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