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


Define your charity’s framework for the management of major risks with this template policy.
Define your charity’s framework for the management of major risks with this template policy.
This template provides model terms of reference for Finance, Audit and Risk Committees.
This template provides model terms of reference for Finance, Audit and Risk Committees.
This pro-forma will help trustees and executives to establish their own reserves policy.
This pro-forma will help trustees and executives to establish their own reserves policy.
Created with Cazenove Charities, this article will help to decipher the jargon within investment manager services.

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.

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