Volunteer agreement template
How to use this: adapt it to your charity and keep the language non-contractual. It is a statement of mutual expectations, signed…
Resources
Trustees’ annual report (TAR) template
How to use this: complete each section with your own information, scaling the detail to your income and accounts type. Report challenges…
Trustee role descriptions (chair, secretary, treasurer, safeguarding lead)
How to use this: adapt each description to your charity and use them for recruitment, induction and sharing the workload. They describe…
Trustee meeting agenda and minutes template
How to use this: use the agenda to plan the meeting and send papers in advance; use the minutes template to record…
Theory of change template
How to use this: fill it in with your team, working back from the change you want. Name the assumptions honestly —…
Charity safeguarding self-audit checklist
How to use this: review each item honestly with your designated safeguarding lead. A “no” or “not sure” is a gap to…
Charity safeguarding policy template
How to use this: treat this as a first draft. Complete every [ADD/CHECK] with real names, local contacts and legal specifics, have…
Charity risk register template
How to use this: list your real risks, agree the likelihood and impact ratings as a board, and record honest controls and…
Charity reserves policy template
How to use this: complete each section with your own figures and reasoning, then have trustees discuss, agree and adopt it. The…