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The easy way to manage your charityEnsure your charity’s governance and legal and financial administration are all fit for purpose with Jordan Publishing Charities Administration Service.
"a sound investment which has paid for itself time and time again, and I would recommend it to anybody involved in advising or operating charities"Quentin Elston
Clerk to the Trustees of Mr Willat's Charity
Head of CharityEminence
Written in a clear format with easy-to-use language, this publication keeps you up to date with the latest compliance requirements and developments. It will save you many hours, and will save you a multiple of the subscription-price in terms of professional advice-fees, with its sample forms, handy checklists and model policies, all professionally drafted and ready to be downloaded, adapted and used. Whether you are a company secretary, trustee, chief executive, accountant or senior external adviser, this resource is a must for you.
Among its extensive administrative compliance sections, this service also provides:
- Event Safety: Now includes latest Health and Safety Executive guidance
- New Legislation: Addresses important changes introduced by the Health and Social Care Act 2008 and the Control of Asbestos Regulations 2012
- Equality Act: Latest guidance for charities on the Scottish Charity Register from The Office of the Scottish Charity Regulator
- Safeguarding Requirements and Criminal Records Checks: Industry news including recent changes to safeguarding regulations; changes to the rehabilitation of offenders rules and the revised Disclosure and Barring Service procedures, documents and guidance
- Charity Constitutions/Registration/Regulation
- Charitable Giving
- Charity Trading
- Public Accountability
- Borrowing, Creditcontrol and Dispute Resolution
- Charity Land, Investments and IP
- Data Protection Law
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- Table of Statutes
- Table of Statutory Instruments
- Table of Forms and Publications
- Division A: Setting up and registering a charity
- Division B: Regulatory Regime
- Division C: Constitutional amendments and restructuring
- Division D: Names for charities and trading subsidiaries
- Division E: Governance and legal administration
- Trustees - general Appointment of directors/trustees
- Directors' / trustees' retirement and cessation of office
- Removal of directors/trustees
- Proceedings of directors/trustees
- Delegation and committees
- Filing and Register-Keeping Requirements - Checklist
- Registered office/correspondence address
- Signing, sealing and execution of documents
- Charity stationery - statutory requirements
- Bank accounts
- Division F: Members' Meetings
- Annual accounts and reports and annual general meeting
- General meetings and resolutions
- Proxies and authorised representatives
- Written resolutions of members
- Division G: Public accountability and reporting
- Division H: Personnel
- Division I: Fundraising, trading and tax
- Professional fundraisers and commercial participators
- Public collection
- Division J: Investments
- Division K: Subsidiary trading companies
- Division L: Charity contracts
- Specimen service agreements
- Division M: Grants
- Division N: Dispute resolution and credit control
- Division O: Acquiring, mortgaging and disposing of land
- Division P: Risk management and insurance
- Risk management
- Division Q: Data protection and freedom of information
- Division R: Intellectual property
- Division S: Websites and electronic communications
- Division T: Equality and Discrimination
- Division U: Model Policies
- Northern Ireland
"I have been using Jordan Publishing Charities Administration Service for over a decade, as a clerk to trustee boards and as a specialist charity adviser. In all those contexts, I have found it to be an indispensable source of knowledge for the successful running of a charity.
It is so easy to use, and offers essential legal, financial and administrative advice in a practical way that someone who is not an expert in the full range of subject matter can understand and implement easily and effectively.
The quarterly updates ensure that I always know of any new developments, and so never need worry that there are unknown new obligations or regulatory requirements we should be addressing.
Overall, Jordan Publishing Charities Administration Service has been a sound investment which has paid for itself time and time again, and I would recommend it to anybody involved in advising or operating charities.
Clerk to the Trustees of Mr Willat's Charity
Head of Charity Eminence
GENERAL EDITORSCon Alexander Partner, Veale Wasbrough Vizards
Greyham Dawes FCA, DChA Charities Unit Director, Crowe Clark Whitehill LLP
Jenny Ebbage Partner, Edwards & Co Solicitors
Cecile Gillard LLB (Hons), FRSA Legal Manager, Charities and Civil Society, Burton Sweet, Chartered Accountants
Simon Mackintosh Partner, Turcan Connell
Simon Mackintosh Partner and Head of the Charities Unit
Ken Pinkerton and Alexander Garden both from Turcan Connell Solicitors
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2017 Print Subscription Information
Looseleaf and CD-ROM*
£483.00 main work + p&p
4 updates per year - approximately £139.00 per update. You will continue to receive updates until you countermand this.
Annual subscription January - December
*This CD-ROM is designed to run on Windows based systems. To check your system compatibility please contact our helpdesk on 0117 917 5396.
Update 54 includes material on:
– Company law: further legal and regulatory changes resulting from the Small Business, Enterprise and Employment Act 2015.
– Northern Ireland: new guidance from the Charity Commission for Northern Ireland including guidance for Northern Ireland industrial and provident societies on areas such as trustee remuneration, charity registration and governing documents; legal changes introduced by the Credit Unions and Co-operative and Community Benefit Societies Act (Northern Ireland) 2016; CCNI guidance – independent examination of accounts.
– Accounting and reporting (England and Wales): general principles that underpin charity reporting; small charities classification (update bulletin issued by the joint SORP issuing bodies); latest SORP changes – reworked model charity annual reports and accounts examples; cashflow statements requirements; social investments; investment performance against objectives – requirements for larger charities; disclosures of ‘principal risks and uncertainties’ for larger charities and their subsidiaries (annual trustees’ report).
– Audit and independent examination: revised Charity Commission guidance on whistleblowing for auditors and independent examiners.
– HR: pensions enrolment latest batch of auto-staging date; latest updates to the statutory guidance ‘Keeping Children Safe in Education’; employment law – staff rights on transfers (general); transfer of staff into the UK.
– Tax: Gift Aid ‘authorised officials’: HMRC expectations; Finance Act 2016.
– Contracts: potential impact of Public Contracts Regulations and State Aid rules on some contractual arrangements; public sector contracts – prompt payment clauses and the Crown Commercial Service guidance and ‘model’ clause.
– Fundraising: additional reporting requirements in trustees’ annual report (compulsory for charities subject to audit); revised Charity Commission guidance on risk management (CC20 June 2016); Scottish Fundraising Complaints – the new body and the new complaints regime; new Fundraising Regulator and its remit (England and Wales).
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