Useful Guides
December 6, 2023
Useful Guides
Useful Links – Governance
We've put together a list of useful resource links you may find useful
Content written by Jade Warwick
Latest News
November 29, 2023
Latest News
Changes made to CIO Constitutions
Changes made to CIO Constitutions
Useful Guides
July 14, 2023
Useful Guides
Caveats explained
In this handy guide we look at what a caveat is and how you can remove and register
Useful Guides
June 12, 2023
Useful Guides
Useful Links (Governance)
We've carefully gathered a selection of useful links to help you navigate through the trustees and charities sector.
Boards & Trustees
March 2, 2023
Download Templates
Charity and not for profit legal structures – key features
The right legal structure from the outset is key to enable you to concentrate on the work of the charity. Here we look at the key legal features of each
Wills & Estate Adminstration
March 1, 2023
Useful Guides
How and when do charities receive a legacy gift from a will?
Although any physical distribution of assets to a charity occurs towards the end of the administration process, early notification is vital to help charities plan. Find out more and how
Disputes
February 22, 2023
Useful Guides
How to handle disputes with executors
The primary role of an executor is to distribute an estate according to the deceased person’s wishes, as outlined in their will. However, this doesn’t always happen as it should
Boards & Trustees
February 22, 2023
Download Templates
Charity Chair Checklist
The role of charity chair is key to acting between the board and the trustees. Here we have a comprehensive checklist of responsibilities often undertaken by those in this most
Wills & Estate Adminstration
February 15, 2023
Useful Guides
The final gift: The influence of will construction and rectification on charitable donations
Even after careful preparation, wills can still be challenged based on rectification - an act of correcting a defect to a will, or by construction – a poorly drafted or
Latest News
February 15, 2023
Latest News
Previous Editions of Legacy Loop
Download previous editions of Legacy Loop - our e-newsletter for the charitable sector covering news and recent case law updates and how they affect you.
Policies
February 13, 2023
Policies
Charitable Purposes – Charities Act 2011
In order to be charitable, a charity must have exclusively charitable objects which fall within one or more of the 13 descriptions of charitable purposes set out in the Charities
Trustees
February 13, 2023
Download Templates
Trustees Meeting: Minutes Template
There are legal requirements for running a trustee meeting – make sure you’re running them in the right way. Download our handy template here.
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