Jordans Charities Administration Service provides straightforward administrative direction and legal guidance for all individuals wanting to run a charity successfully.

Written and compiled by a team of experts, this practical, easy-to-use guide will provide you
ith essential information on all you need to know about ensuring your charity complies with the legal requirements now expected. Praised for its clear and easy to understand format, this handy resource has everything you need in one place … saving you valuable time and money.

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

Who is it for?

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.

Why Subscribe?

-It is the only legal secretarial administration handbook for charities.
-It provides latest commentary on key risk areas including HR and discrimination
-Includes precedent documents to help you plan members' and trustees' meetings
-Offers expert guidance on charity tax, trading and fundraising

The NCVO
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
£390.00 mainwork inc mainland UK p&p
4 updates per year, invoiced upon publication - approx £97.00 each

GENERAL EDITORS

Con Alexander Partner, Veale Wasbrough Vizards
Greyham Dawes FCA, DChA Charities Unit Director, Crowe Clark Whitehill LLP
Jenny Ebbage Partner, Edward & Co
Alice Faure Walker Solicitor, Bates Wells & Braithwaite
Cecile Gillard LLB (Hons), FRSA Legal Manager, Charities and Civil Society, Burton Sweet, Chartered Accountants
Simon Mackintosh Partner, Turcan Connell
Christine Rigby Solicitor, Bates Wells & Braithwaite

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
• 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
  

Small Charities Discount

Charities with an annual income of less than £250,000 are now entitled to a 20% discount on the main work of this product. For more information email us

Update 35 (March 2012)

Update 35 includes material on:


Charities Act 2011 – this update reflects the implementation of the new Act (from 14 March 2011). The Act largely replaces most (but not all) of the Recreational Charities Act 1958, which gave charitable status to village halls; the Charities Act 1993, which contains all the rules on charity accounting, and the Charities Act 2006.

Investments – significant recent development are addressed, including the Charity Commission’s revised guidance on charity investments. This update includes comment on financial investment, made to generate an income and/or capital growth return, and programme related investment, made to further the charitable purposes (objects). It also sets out the key issues for trustees of charities with “mixed motive” investments, intended to produce a combination of financial and social impact returns.  

Tax and giving to charities - this update includes guidance on important expected changes, intended to encourage additional giving to charities. This includes the proposal for a 10% reduction in inheritance tax (down to 36%) for those who leave 10% or more of their net estates to charity.

Protection of children and vulnerable adults – following various reviews instigated by the government, revised processes for CRB checks and changes to the vetting and barring procedures are now expected, this update includes the latest available information about those changes.

Northern Ireland – the transitional and pre-registration arrangements for charities in Northern Ireland (the “Deemed Charities” list), the latest news on the proposed alterations to the public benefit provisions in the Charities Act (Northern Ireland), plus the revised timetable for commencement of the full registration process.

COMING SOON
We are pleased to announce that Jordans Charities Administration Service is soon to go online.

Now you can receive all the benefits of this authoritative work and more, direct to your computer screen!

• Compatible with mobile devices - IPad, iPhone, Android and select Blackberry models. Use the service direct from your mobile phone
• Ability to create PDFs on the go - Generate PDF versions of on-screen content to enable easy printing
• Up-tp-date content at the click of a button - indexing, hyperlinks and search filters to get you to the information you need quickly

To arrange you FREE 14-day trial call 0117 918 1555 or click here and select 'Jordans Charities Administration Online' from the drop down box. You will be set up as soon as the service goes live in the spring.