Risk management overview


Charities and risk management (CC26) – the Charity Commission guidance on how trustees can identify, assess and manage risks to their charity.

Charities and insurance (CC49) – guidance from the Charity Commission on how trustees can protect their assets and resources by choosing the right type of insurance.

Getting started – a guide by the Institute of Risk Management to help charities with risk management; it is complemented by the supplementary guidance on risk management for charities.

How to manage risks – free information on the NCVO/Knowhow website.

Risk assessment toolkit – a free NCVO/Knowhow toolkit to help charities identify potential risks to the organisation.

Managing risk – a free toolkit developed by Lloyds Bank Foundation and Lloyds Banking Group.

Reducing the risks – a guide to trustee liabilities – a guide available on the Governance Hub, providing guidance on assessing and minimising the risks associated with trustee liabilities.

Charities toolkit for effective risk management  – a Kingston Smith’s guidance with examples templates to support the development of a charity risk management practices.

Risk assessment made simple – an free online guide by Sayer Vincent LLP.


Useful Organisations/Websites

Institute of Risk Management – IRM is the leading body for professional Enterprise Risk Management; it provides recognised qualifications and training, publish research and guidance and set professional standards.


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We know the very best people to help Visionary members are other Visionary members.  Organisations who share a similar vision and mission, and experience similar problems and predicaments but who may have found some nimble solutions and resolutions. Please do consider sharing your guides, plans, templates to help others take their work forward. We can, if you wish, password protect your work so that anything you share will be seen exclusively by Visionary’s network. If you have great knowledge to share, please email your documents to Visionary.

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