As charities become more sophisticated, and the issues facing them become more complex, our clients need us to have a real understanding of their wants and aims.

Call Gary De’Ath on 01284 763333 or contact us

With 15 years’ specialist experience in advising charities, we have in-depth experience in legal and business advisory issues including:-

  • Setting up a charity – offering structural advice
  • Registration with the Charity Commission
  • Helping charities ensure that their constitution is kept up-to-date
  • Fundraising and lottery applications
  • Negotiating funding agreements
  • Identifying and cementing commercial partnerships
  • Mergers and reorganizations
  • Charity Commission reviews and investigations
  • Compliance with Charity Commission orders and schemes
  • Clarifying trustee duties
  • Trustee remuneration
  • Project Management
  • Assisting with charitable lotteries and promotions
  • Offering advice regarding Insurances
  • PR advice

Maximise Charitable Income

Help you get the best value from investment advisers in terms of advice, performance and reporting
Develop, streamline & monitor trading initiatives
Advise on fundraising initiatives which capitalise on Gift Aid and share gift reliefs
Assist with regard to setting up payroll-giving with a commercial sector partner
Encourage enterprise in particular with sources of funding – e.g. European funds

Increase Productivity / Efficiency

Advise on developing the skills of key managers
Explore the possibility of joint initiatives with other charities to achieve economies of scale generating increased negotiating power and profile

Risk Management

Assess the training and development needs of executives and managers
Offer trustee training on specific topics
Assess your employee handbook and offer advice on means of improvement
Help with audits and spot checks of financial systems and procedures
Advise on the means to ensure that there is clarity and openness regarding potential trustee conflicts of interest

Efficient Planning

Advise on the short and longer-term generation and management of robust and flexible business plans
Ensure that any major new activities are cleared quickly with the Charity Commission

Charitable Trusts – Grant Making

Help you monitor your grants to ensure compliance with your objectives
Analyse joint initiatives between grant givers and receivers in an effort to maximise the effective use of available funds in the locality/sector

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