Trustee management and boards overview



The essential trustee: what you need to know, what you need to do (CC3) – the Charity Commission for England and Wales guidance on what is required of a charity trustee and their responsibilities to the charity.

Charity Governance Code – a practical tool to help charities develop and meet high governance standards by setting the principles and recommended practice for good governance.

Getting started in governance – NCVO/KnowHow resources for trustees – board responsibilities, board structures and roles, how to improve practice in governance.

How to get started – various free resources on governance, including best practice, on the Small Charities Coalition website.

How to guides – these guides from the Charity Commission provide information on charity management.

Guidance and good practice for charity trustees – guidance from the Office of the Scottish Charity Regulator; the OSCR provide useful forms and templates and offer guidance on how to manage a charity, with comprehensive resources on how to deal with the different aspects of setting up and running a charity.

Trustees and governance information sheets – WCVA information sheets on good governance for trustees and the voluntary sector in Wales.

Essential guidance – the Charity Commission in Northern Ireland have a wide range of information including how to start up a charity, running a charity, reporting and accounting and more.

Choose the governing document that’s right for you – an ‘how to guide’ from Charitysetup by the Small Charities Coalition.

The Essential Trustee Series – the FSI full Essential Trustee Series are intended to promote good governance for charity trustees; they can be used by potential trustees to get an understanding of the responsibilities they are taking on, and also as induction resources for new trustees.

Charity governance, finance and resilience: 15 questions trustees should ask – a Charity Commission checklist that trustees can use to review how their charity operates.

Trustees and fundraising; a practical guide – the Institute of Fundraising guide for trustees, produced in partnership with CFG, NCVO and ACEVO.

Cyber Security Toolkit for Boards  – the National Cyber Security Centre’s resources to support Boards on how to improve the charity’s cyber security.

Governance resources directory – resources available on the Developing Governance Group DIY Committee Guide website.



Trustee recruitment, selection and induction (RS1) – a Charity Commission research into how charities select, recruit and induct new trustees.

Charities must do more to promote diversity on their boards, new research shows – a press release from the Charity Commission; a new research involving trustees shows boards are not reflective of the communities that charities serve.


Useful organisations/websites

Association of Chairs – membership organisation supporting Chairs / Vice Chairs of charities and social enterprises in England and Wales.

Charitysetup – a website and guide through the logistical aspects of setting up a charity.


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Charity Times Trustee Guide 2018 (11 pp., 866 KB)

Governance health check – (40 pp., 1 MB) – a self-assessment toolkit for voluntary organisations from the Wales Council for Voluntary Action.

Implementing the Charity Governance Code. A toolkit for micro charities (33 pp., 368 KB) – practical toolkit by NCVO/KnowHow designed to be used by micro voluntary charities to review and improve the charity governance.

10 Actions trustee boards need to take to ensure good safeguarding governance – (1 p., 122KB) – this document from the Charity Commission explains how safeguarding should be a key governance priority for all charities.

A toolkit for good governance – (12 pp., 2MB) – Kingston Smith’s toolkit explaining the six benchmarks of effective governance for the board.

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