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  • Jordan Publishing Charities Administration Service
Order Your Copy of Running a Charity Running a Charity

The perfect handbook for charity administration

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Charity Governance: Second Edition Charity Governance: Second Edition

Your practical guide to charity governance

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Jordan Publishing Charities Administration Service


The practical, reliable and easy-to-use guide on running your charity

A 10.3% VAT charge will be added to this product at the checkout as it includes a CD-ROM.

The easy way to manage your charity

Ensure 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
  • Taxation/VAT
  • Employment
  • Public Accountability
  • Borrowing, Creditcontrol and Dispute Resolution
  • Charity Land, Investments and IP
  • Data Protection Law

To arrange your FREE trial to the online service or to find out how a print or online subscription to APIL Personal Injury Law, Practice and Precedents will benefit your day-to-day work contact our Account Management Team today.
  • 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
     - Branches
     - Filing and Register-Keeping Requirements - Checklist
     - Registered office/correspondence address
     - Signing, sealing and execution of documents
     - Charity stationery - statutory requirements
     - Auditors
     - 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
    - Legacies
     - Professional fundraisers and commercial participators
     - Public collection
     - Lotteries
  • 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
     - Insurance
  • 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
  • Scotland
  • Northern Ireland
  • Index
"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.

Quentin Elston
Clerk to the Trustees of Mr Willat's Charity
Head of Charity Eminence
October 2014


Con 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

Geraint Probert, Barrister, Guildhall Chambers
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.

Updating issue 57 October 2017

Update 57 includes material on:

– Charity registration: exempt church charities converting to charitable incorporated organisations: charity registration obligations; excepted charities: expected date for removal of exemptions form registration (all exempt charities with income over £5,000).

– Proposed regulations enabling the conversion of charitable companies limited by guarantee to CIOs.

– Fundraising: obligations for larger charities (income over £1 million) to report their policy and practice relating to fundraising in the annual trustees’ report.

– General Data Protection Regulation (GDPR is coming into force on 25 May 2018) including security issue, revision of contract terms, ICO guidance and consultations.

– Data protection: data subject requests: ICO guidance on disproportionate effort; cyber-attacks.

– Auditors: disclosure of matters of material significance to UK charity regulators; auditors’ (Northern Ireland) statutory duty to report certain matters of regulatory concern to Charity Commission for Northern Ireland.

– Northern Ireland: Charity Commission for Northern Ireland latest guidance on reporting public benefit; religious charities designation; update on progress with the tranches of charity registrations; CCNI model governing documents; notifying CCNI of constitutional changes; delegation of investment management; annual monitoring return; legacies – registration of mergers (CCNI).

– Scotland: OSCR’s ‘notifiable events’ regime; update on land law reform; Scottish fundraising complaints.

– Governance and legal administration: updated model first board meeting minutes (charitable company).

– Members’ meetings: fiduciary nature of the rights of members (charitable company); alteration of former memorandum (now deemed part of a charitable company’s articles).

– Taxation: updated ‘fit and proper persons’ guidance; updated material on Gift Aid declarations; Gift Aid obligations and HMRC expectations and guidance – intermediaries; social investment tax relief – Finance Act 2017 changes; VAT – subscriptions; VAT – sale of owner’s goods by charity as agent for owner.

– Investments: Northern Ireland Central Investment Fund for Charities.

– Risk management: Charity Commission revised guidance for trustees on reporting serious incidents; updated model risk policy

Have a question about this product? Please get in touch by completing the boxes below.

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