At UHY, we understand the challenges and responsibilities that come with managing a charitable organisation. Whether you’re a seasoned trustee or new to the role, staying informed and compliant is crucial. That’s why we wanted to highlight a valuable resource from the Charity Commission: their 5-minute guides for charity trustees.

These concise guides cover fundamental topics that every trustee should be familiar with. Here’s a quick overview of what you can find:

1. Delivering purpose

Understand the core objectives of your charity and ensure your activities align with your mission. Read more.

2. Managing finances

Learn the basics of financial management, including budgeting, financial reporting and maintaining financial health. Read more.

3. Conflicts of interest

Identify and manage conflicts of interest to maintain trust and integrity within your organisation. Read more.

4. Making decisions

Ensure your decision-making processes are robust, transparent and in the best interest of your charity. Read more.

5. Reporting information

Know what information you need to report to the Charity Commission and how to do it correctly. Read more.

6. Safeguarding people

Implement effective safeguarding measures to protect beneficiaries, staff and volunteers. Read more.

7. Political campaigning

Understand the rules around political activity and campaigning to ensure compliance. Read more.

These guides are designed to be quick reads, making it easy for you to refresh your knowledge and stay up-to-date with best practices. We highly recommend taking a few minutes to go through these guides and share them with your fellow trustees. For more detailed information, visit the Charity Commission’s 5-minute guides collection.

By staying informed and proactive, you can help ensure your charity operates effectively and continues to make a positive impact.

The next step

If you have any questions or need further assistance, please don’t hesitate to reach out to Harriet Hodgson-Grove at h.hodgson-grove@uhy-uk.com or get in touch via the contact form below.

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