Helpsheets and Checklists - Trustee Hub

Maintaining and updating upholding good governance is vital. As specialists in the sector we have created a hub of downloadable templates which will help you in your role as a trustee.

There is no doubt that strong effective governance and leadership is the major contributor to the success of a charity.

This section contains helpsheets and Checklists. The hub is evolving and we will be adding further documents but please do comment below if there is something specific you are looking for.

Board Performance ReviewDownload

**A self-assessment to help charities establish how the Board performs its key functions.**

CIC vs a Charity – What are the differencesDownload

What is the difference between a CIC and a charity? This helpsheet looks at the common features and differences between these two types of organisations, to help assess the best option for your venture or project.

Covid-19 Charities SORP Committee GuidanceDownload

**Guidance from SORP for preparing statutory financial statements and year-end processes, post-Covid-19.**

How to ensure your board is financially competentDownload

**Effective engagement by trustees in finance makes a tangible difference to a charity’s impact.**

Code of Governance Questionnaire Download

**This questionnaire will help assess if the Board is compliant with the Code of Governance.**

How to assess the performance of your auditorDownload

**An annual performance checklist to help charities assess auditor performance, using key criteria.**

Key tax considerations for trading through a subsidiaryDownload

There are a number of reasons why trustees may consider incorporating a trading arm. This article looks at the key tax drivers to think about when looking to commence trade through a subsidiary company.

Trustees Annual Report Compliance ChecklistDownload

**This checklist will assist those Trustees that compile the Trustees Annual Report.**

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Maintaining and updating upholding good governance is vital. As specialists in the sector we have created a hub of downloadable templates which will help you in your role as a trustee.

Speak to one of our charity experts

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