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Charity Checklists

1.  Setting up a Charitable Organisation

Setting up a charity can be a daunting prospect. I can help with the necessary steps to ensure that your organisation meets the legal requirements. Services include choosing the structure, creating a governing document and registering as a charity.

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I have produced a thorough and comprehensive checklist in order to guide you through the processes with clickable links to online resources. 

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Areas covered:

  • Charitable Purpose

  • Charity Structure

  • Governing Document

  • Trustees

  • Finances

  • Registration

  • Keeping Minutes of Meetings

2.  Legal Obligations

The trustees are responsible for the long term direction of the charity including the objectives and purposes; the implementation of policies and procedures in order to achieve those objectives; the compliance with legal requirements; and the accountability to those who have a stake or interest in the charity.

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This can sometimes seem overwhelming to a newly established charity and so I have produced a comprehensive checklist in order to ensure that all legal requirements have been met.

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Areas covered:

  • Board Processes

  • Key Regulators

  • Operations

  • Employment Law

  • HMRC, Tax and NI

  • Assets and Facilities

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