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Guidance Note

Charity trustee eligibility

Each charity requires a body of trustees to lead and govern the organisation. The Charities Act 2011 defines trustees as ‘…the persons having the general control and management of the administration of a charity’ (s.177).
1 January 2022
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Specimen role description for charity trustees (England & Wales)

Guidance for charities in using best practice principles to define the role and responsibilities for charity trustees.
24 January 2022
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Specimen appointment letter for trustee of unincorporated charity

This guidance note offers an example of a specimen letter to be sent to a new trustee of an unincorporated charity. As such, it is an outline for charities to amend to suit their needs. Charities are urged to ensure that all relevant factors relating to their organisation are included in such letters.
1 January 2023
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Specimen letter of appointment for a trustee (director) of a charitable company limited by guarantee

This guidance note offers an example of an appointment letter to be sent to a new director/trustee of a charitable company.
1 January 2023
Guidance Note
Charity
Boards and committees
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Guidance Note

Specimen induction pack for charity trustees (England & Wales)

This CGIUKI guidance note is aimed at trustees in England and Wales and can be adapted for any size of charity to reflect good practice for each organisation’s needs.
11 January 2023
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

Specimen charity trustee declaration

This guidance note offers an example of a specimen letter of declaration by a new trustee.
1 January 2022
Guidance Note
Charity
Boards and committees
CGI UK&I Gnsector Card Charity 1292X625px
Guidance Note

The role and duties of charity trustees (England & Wales)

Guidance for charities in using best practice principles to define the roles and duties of charity trustees – charity guidance notes and best practice guides.
1 April 2021
Guidance Note
Charity
Boards and committees
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Guidance Note

Governing documents for charities (England & Wales)

Guidance for charities in using good practice principles to create governing documents.
1 April 2021
Guidance Note
Charity
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Guidance Note

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

This guidance note offers the charity secretary or governance professional of a charitable company limited by guarantee an outline of the information that should be considered when dealing with the change of trustee and director.
1 January 2023
Guidance Note
Charity
Boards and committees
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© Copyright 2025 The Chartered Governance Institute UK & Ireland is a division of The Chartered Governance Institute, incorporated by Royal Charter RC000248 with registered office in Saffron House, 6-10 Kirby Street, London, EC1N 8TS, United Kingdom. Founded 1891 · Constituted under Royal Charter 1902 · Patron: HM King Charles III
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