Charity Law Explained

As charities become more sophisticated, and the issues facing them become more complex, our experience is that our client charities prefer us to have a real understanding of their needs and aims.

We are here to help you achieve your aims by delivering specialist advice and practical solutions in an efficient and user-friendly way. We are proactive, approachable and take a real interest in what you are trying to achieve.

With 15 years’ specialist experience in advising Charities, we have in-depth experience in legal and business-advisory issues such as:-

  • Setting up a charity – offering structural advice and assisting in the process of registration with the Charity Commission
  • Helping charities ensure that their constitution is kept up-to-date
  • Maximising the effectiveness of fundraising and lottery applications
  • Negotiating funding agreements
  • Assisting with the process of identifying and cementing commercial partnerships
  • Advising on charitable mergers and reorganizations
  • Pre-empting and assisting with Charity Commission reviews and investigations
  • Offering assistance regarding compliance with Charity Commission orders and schemes
  • Clarifying trustee duties
  • Offering advice regarding Trustee remuneration
  • Providing practical, relevant assistance with Project Management
  • Advising on methods of maximising trading efficiency
  • Assisting with charitable lotteries and promotions
  • Offering advice regarding Insurances

Why use our Charity Department?

Maximise Charitable Income

  • We will help you get the best value from investment advisers in terms of advice, performance and reporting.
  • We can help develop, streamline & monitor trading initiatives.
  • We can advise you on fundraising initiatives which capitalise on Gift Aid and share gift reliefs.
  • We can assist with regard to setting up payroll-giving with a commercial sector partner.
  • We can help encourage enterprise in particular with sources of funding – e.g. European funds.

Increase Productivity / Efficiency

  • We can advise on developing the skills of key managers.
  • We can help you explore the possibility of joint initiatives with other charities to achieve economies of scale, generating increased negotiating power and profile.
  • With an understanding of the level of available resources, we can help maximise the effectiveness of those resources.

Public Relations

  • We can advise on publication of articles in partnership with sector leaders or third party specialists.
  • We are able to offer advice regarding your Public Relations and help you clarify and target your PR efforts.
  • We can offer advice on increasing the effectiveness of your website.

Risk Management

  • We can help you assess the training and development needs of executives and managers.
  • We can offer trustee training on specific topics.
  • We can assess your employee handbook and offer advice on means of improvement.
  • We can help with audits and spot checks of financial systems and procedures.
  • We can advise on the means to ensure that there is clarity and openness regarding potential trustee conflicts of interest.

Efficient Planning

  • We can advise on the generation and management of robust and flexible business plans [both short and longer-term].
  • We can help ensure that any major new activities are cleared quickly with the Charity Commission.

Charitable Trusts – Grant Making

  • We can help you monitor your grants to ensure compliance with your objectives.
  • We can 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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