Free governance resources
Ready to use and adapt for your charity. For charities in England and Wales, with sources cited and review dates shown.
What charity trustees should do each month, quarter and year
The monthly, quarterly and annual jobs of a well-run charity board, and the duties each one meets.
templateCharity trustee meeting agenda template
A trustee meeting agenda with timings and the standing items every board needs.
templateMinutes, decisions and actions: the record-keeping pack
How much detail trustee minutes need, a minutes template, and a decision log and action log to go with them.
templateConflicts of interest policy and register
A conflicts of interest policy to adapt, a register of interests template, and the wording for declaring a conflict at a meeting.
templateCharity risk register starter, with examples
A risk register for a small charity, with straightforward scoring and six example risks to start from.
checklistNew trustee starter pack and induction checklist
What a new charity trustee should receive, read and confirm in their first month, as a checklist.
checklistCharity annual return preparation checklist
What the Charity Commission annual return asks for, what to gather first, and the common late-filing traps.
templateCharity annual governance calendar
A twelve-month planner of filings, reviews, declarations and meetings, arranged around your financial year end.