As the extensive practical impacts of the Charities and Companies Acts of 2006 and the Charities and Trustee Investment (Scotland) Act 2005 continue to evolve, charities and their subsidiary trading companies must keep up with the changing face of charity governance and legal administration.

Charities are now regulated and scrutinised more closely than ever before. With the continuing increase in regulation, wider public accountability, active policing by charity regulators and the escalating requirement for transparency, it is of the utmost importance that charities comply strictly with the law.

Jordans Charities Administration Service addresses these requirements and provides up-to-date legal, administrative and regulatory information. Written in plain language by a team of professional charity advisers with extensive expert knowledge of the charity sector, this work is designed specifically for use by professionals working as advisers to the charity sector or within an individual charity. The service offers detailed materials for charities that are companies limited by guarantee, trusts and unincorporated members' associations. Other general items will assist in the administration of charities in the less common legal forms.

Containing sample forms, checklists and model documents along with extensive practical notes on every aspect of running a charity - from setting up a trust deed to financial and other public reporting - this work takes the strain out of the day-to-day running of a charity. Its clear and straightforward layout makes it exceptionally easy to find out what the latest legal requirements are and gives you the ability to implement them accurately and cost-effectively.

Accessible

Written in plain language and divided into discrete sections, every chapter contains a summary of the most important principles relating to that subject area so you can easily gain a quick overview.

Flexible

Inclusion of forms and other precedents on the accompanying CD-ROM allows you to complete documentation on screen, print and save it (in Microsoft Word) or even adapt and save the template in accordance with your own requirements.

Authoritative

Written by professional charity advisers who have extensive expert knowledge of the charity sector.

Practical

Checklists, sample forms and model documents include new material for the latest charity and company law changes and indicate exactly how to deal with events and transactions in practice.

Up-to-date

Comprehensive updating to the manual ensures you are aware of all the most recent news and developments.
 

Jordans Charities Administration Service provides guidance, checklists and model documents on the key areas including:

• Personnel and employment procedures - including contracts, disciplinary and dismissal procedures
• Protection of children and vulnerable people, equality and discrimination
• Fundraising, trading and tax - legacies, sponsorship, donated goods, professional fundraisers, lotteries, trading and public collections
• Public accountability and reporting - disclosures, records and registers, accounting and reporting
• Investment, grants and land; risk management and insurance - including risk policy and risk assessment
• Website and electronic communication, data protection, freedom of information and intellectual property
• Dispute resolution and credit control - with model documents for demands and claims, instructing a solicitor and issuing proceedings
• The Companies Act 2006 - the latest impacts on charitable companies and trading subsidiaries and how to meet them
• Scotland and Northern Ireland - both are now subject to their own charity law regimes. The Service offers guidance on the special requirements of relevant legislation

The manual is published in association with the NCVO (the National Council for Voluntary Organisations). The NCVO is the umbrella body for the voluntary sector in England with a membership of over 1000 voluntary organisations, ranging from the large national bodies to community groups, volunteer bureaux and development agencies working at local level.

They represent the views of their members and the wider voluntary sector to Government, the Charity Commission, the EU and other bodies. They also provide high quality information and advice to voluntary organisations through their Helpdesk, publications, NCVO News, events and information networks.

2012 Subscription Information

Loose-leaf + CD-ROM
£388.00 mainwork inc mainland UK p&p
4 updates per year, invoiced upon publication - approx £97.00 each

GENERAL EDITORS

Philip Kirkpatrick, Partner, Bates Wells & Braithwaite Solicitors
Greyham Dawes FCA, Director Not-for-profit Unit, Horwath Clark Whitehill LLP
Cecile Gillard, Legal Manager, Charities and Voluntary Sector Unit, Burton Sweet, Chartered Accountants
Alice Faure Walker, Consultant, Bates Wells & Braithwaite Solicitors
Christine Rigby, Solicitor, Bates Wells & Braithwaite Solicitors
Jenny Ebbage Parter, Edwards & Co. Solicitors, Belfast

CONTRIBUTORS

Selman Ansari
Stephanie Biden
Iain Cathcart
Erica Crump
Sean Egan
Alice Faure Walker
Luke Fletcher
Mary Groom
Kevin Groome
Jamie Huard
Philip Kirkpatrick
Thea Longley
Alana Lowe-Petraske
Louise McCartney
Leona McHugh
Robert Oakley
Mairead O'Reilly
Christine Rigby
Abbie Rumbold
Lawrence Simanowitz
Simon Steeden
Philip Trott
Dinah Tuck
All Bates Wells & Braithwaite Solicitors
Greyham Dawes FCA, Director Not-for-profit Unit, Horwath Clark Whitehill LLP
Cecile Gillard, Legal Manager, Charities and Voluntary Sector Unit, Burton Sweet, Chartered Accountants

SCOTTISH EDITORS

Simon Mackintosh Partner and Head of the Charities Unit
Ken Pinkerton and Alexander Garden both from Turcan Connell Solicitors

• 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 Mergers
• Division D: Names and Logos
• 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
• Index
  

Small Charities Discount

Charities with an annual income of less than £250.000 are entitled to a 10% discount on the full work

Update 34 (December 2011)

Update 34 includes material on:

• Additional material relating to the Equalities Act 2010 and the relevant Charity Commission guidance on restricting who can benefit from charities;
• Latest information about the regulation of formerly exempt charities;
• Division N: the recent changes to public information on individuals who have been made subject to Bankruptcy and Restriction Orders;
• Division H: there is additional material relevant to Northern Ireland specific employment regulations.