Documents

Setting up a charity or social enterprise

Contract Review

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    Setting up a charity or social enterprise

    Getting started: finding your legal form

    The Get Legal decision tool can start you on your journey to find the form that best fits your mission and vision. Following a short series of questions, the tool provides an indicator of an appropriate legal form and a few key aspects to help you make your decision.

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    Letter to amend an employment contract

    Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.

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    Notice of annual general meeting

    For companies wanting to hold an annual general meeting.

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    Notice of first directors meeting

    This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.

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    Notice of general meeting

    For companies wanting to hold a general meeting of the members.

Data Protection

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    Data protection policy (GDPR-friendly for use after 25 May 2018)

    Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.

Employment

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    Letter to amend an employment contract

    Letter confirming a change to an employee’s contract of employment. For organisations needing to document a change to an employee’s contract of employment which has been agreed with them.

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    Employment contract

    This document is a simple employment contract best suited for junior members of staff.

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    Social media policy

    For organisations wanting a short-form policy setting out appropriate use of social media by employees.

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    Volunteer agreement

    For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.

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    Anti-harassment and bullying policy

    For organisations wanting a simple anti-harassment and bullying policy confirming your commitment to preventing such behaviours in the workplace. This policy is not intended to set out the procedure for managing employees’ acts of discrimination, harassment and bullying.

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    Capability procedure

    For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.

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    Charity Volunteers explained

    Q&A about volunteers - essential reading for all charities that work with volunteers.

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    Conflicts of interest policy

    For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.

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    Consultancy agreement

    For organisations wanting a simple and short contract for services between them and an independent contractor for the provision of services. It is drafted in an informal letter format and would be appropriate to use for a junior consultant or a consultant appointed for a short-term engagement.

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    Disciplinary policy

    For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.

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    Equal opportunities policy

    For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.

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    Expenses policy

    For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.

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    Flexible working policy

    For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.

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    Grievance policy

    For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing. 

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    Guide to English employment law

    An overview of employment law in England and Wales.

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    Health and safety policy

    For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met. 

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    Letter of secondment

    For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements

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    Offer letter

    Letter confirming an offer of employment. For organisations wanting a letter offering employment following an interview, including appropriate conditions relating to references, right to work in the UK, medical fitness and qualifications.

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    Secondment agreement

    For organisations wanting a secondment agreement to record agreed terms with an organisation which will be hosting an employee during a secondment on a temporary basis. This document is not intended to be used for permanent arrangements.

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    Staff Handbook

    For organisations wanting to purchase a bundle of different policies, including a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.

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    Whistleblowing policy

    For organisations wanting a simple whistleblowing policy confirming how disclosures in the public interest should be made and dealt with. This policy is not intended to set out the procedure for raising personal complaints. You can purchase our grievance policy for this purpose.

Governance

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    Notice of annual general meeting

    For companies wanting to hold an annual general meeting.

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    Notice of first directors meeting

    This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.

  • document icon

    Notice of general meeting

    For companies wanting to hold a general meeting of the members.

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    Conflicts of interest policy

    For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.

  • document icon

    Staff Handbook

    For organisations wanting to purchase a bundle of different policies, including a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.

  • document icon

    Whistleblowing policy

    For organisations wanting a simple whistleblowing policy confirming how disclosures in the public interest should be made and dealt with. This policy is not intended to set out the procedure for raising personal complaints. You can purchase our grievance policy for this purpose.

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    Before starting a social enterprise

    Q&As for people considering starting a social enterprise.

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    Charity Governance Code

    Introduction and link to the Charity Governance Code.

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    Charity Tax

    Q&A about charity tax. Guidance on avoiding the pitfalls and busting the myth that charities never have to pay any tax.

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    Checklist for general meeting

    A checklist of the different requirements of organising and holding a general meeting.

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    Checklist for setting up and registering a charity

    A checklist of the different stages to complete when setting up a charity.

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    Checklist of filing requirements

    A checklist of the legal requirements surrounding the filing of documents and information for an organisation.

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    Consent to short notice

    For companies that wish to gain consent for holding a general meeting or annual general meeting without giving 14 or more days notice.

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    Guide to running a charitable company limited by guarantee

    A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.

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    Making the relationship between the chair and the CEO work

    For organisations that want some key tips on the relationship between the chair of the board and the CEO.

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    Pros and cons of charitable status

    A guide for organisations which are considering registering as a charity

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    Protecting your social mission

    A brief summary on options for protecting the social mission of an organisation.

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    Proxy notice

    For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.

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    Setting up a charity – a guide to legal forms

    A guide to the different legal forms available to charities.

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    Setting up a social enterprise - a guide to legal forms

    A guide to the different legal forms available to social enterprises.

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    Setting up: governance structures and stakeholder involvement

    A summary of common governance structures and ways organisations can involve stakeholders.

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    Template board role specification

    Various template board roles specifications.

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    Written resolution

    For companies wanting to pass a members’ resolution without holding a general meeting.

Guidance

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    Capability procedure

    For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.

  • document icon

    Charity Volunteers explained

    Q&A about volunteers - essential reading for all charities that work with volunteers.

  • document icon

    Guide to English employment law

    An overview of employment law in England and Wales.

  • document icon

    Before starting a social enterprise

    Q&As for people considering starting a social enterprise.

  • document icon

    Charity Governance Code

    Introduction and link to the Charity Governance Code.

  • document icon

    Charity Tax

    Q&A about charity tax. Guidance on avoiding the pitfalls and busting the myth that charities never have to pay any tax.

  • document icon

    Checklist for general meeting

    A checklist of the different requirements of organising and holding a general meeting.

  • document icon

    Checklist for setting up and registering a charity

    A checklist of the different stages to complete when setting up a charity.

  • document icon

    Checklist of filing requirements

    A checklist of the legal requirements surrounding the filing of documents and information for an organisation.

  • document icon

    Guide to running a charitable company limited by guarantee

    A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.

  • document icon

    Making the relationship between the chair and the CEO work

    For organisations that want some key tips on the relationship between the chair of the board and the CEO.

  • document icon

    Pros and cons of charitable status

    A guide for organisations which are considering registering as a charity

  • document icon

    Protecting your social mission

    A brief summary on options for protecting the social mission of an organisation.

  • document icon

    Setting up a charity – a guide to legal forms

    A guide to the different legal forms available to charities.

  • document icon

    Setting up a social enterprise - a guide to legal forms

    A guide to the different legal forms available to social enterprises.

  • document icon

    Setting up: governance structures and stakeholder involvement

    A summary of common governance structures and ways organisations can involve stakeholders.

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    Charity Trustees explained

    What it means to be a trustee, with links to the Charity Commission guidance.

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    Guide for charities wishing to dispose of property

    A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.

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    Pros and cons of incorporation

    A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.

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    Remaining unincorporated

    A brief summary of what it means to be unincorporated.

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    The cost of taking and running a lease

    A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.

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    The differences between leases and licences and when to grant them

    A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.

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    Trademarks and brands for charities

    Q&A about ways of protecting your brand, name and logo.

Incorporation

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    Notice of annual general meeting

    For companies wanting to hold an annual general meeting.

  • document icon

    Notice of first directors meeting

    This document will help newly-incorporated companies ensure that all of the necessary legal issues are covered at the first meeting of the board.

  • document icon

    Notice of general meeting

    For companies wanting to hold a general meeting of the members.

  • document icon

    Before starting a social enterprise

    Q&As for people considering starting a social enterprise.

  • document icon

    Checklist for general meeting

    A checklist of the different requirements of organising and holding a general meeting.

  • document icon

    Checklist for setting up and registering a charity

    A checklist of the different stages to complete when setting up a charity.

  • document icon

    Guide to running a charitable company limited by guarantee

    A guide to the legal issues you need to consider when running a charity that is also incorporated as a company limited by guarantee.

  • document icon

    Pros and cons of charitable status

    A guide for organisations which are considering registering as a charity

  • document icon

    Proxy notice

    For companies sending out notice of a general meeting or annual general meeting and needing help with the drafting a proxy form.

  • document icon

    Setting up a charity – a guide to legal forms

    A guide to the different legal forms available to charities.

  • document icon

    Setting up a social enterprise - a guide to legal forms

    A guide to the different legal forms available to social enterprises.

  • document icon

    Setting up: governance structures and stakeholder involvement

    A summary of common governance structures and ways organisations can involve stakeholders.

  • document icon

    Written resolution

    For companies wanting to pass a members’ resolution without holding a general meeting.

  • document icon

    Charity Trustees explained

    What it means to be a trustee, with links to the Charity Commission guidance.

  • document icon

    Pros and cons of incorporation

    A guide for unincorporated charities that are considering whether to incorporate as either a company limited by guarantee a charitable incoroprated organisation or a community benefit society.

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    Remaining unincorporated

    A brief summary of what it means to be unincorporated.

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    Membership application form

    For companies that wish to allow people to apply to be company law members.

Policies

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    Data protection policy (GDPR-friendly for use after 25 May 2018)

    Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.

  • document icon

    Social media policy

    For organisations wanting a short-form policy setting out appropriate use of social media by employees.

  • document icon

    Volunteer agreement

    For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.

  • document icon

    Anti-harassment and bullying policy

    For organisations wanting a simple anti-harassment and bullying policy confirming your commitment to preventing such behaviours in the workplace. This policy is not intended to set out the procedure for managing employees’ acts of discrimination, harassment and bullying.

  • document icon

    Capability procedure

    For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.

  • document icon

    Conflicts of interest policy

    For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.

  • document icon

    Consultancy agreement

    For organisations wanting a simple and short contract for services between them and an independent contractor for the provision of services. It is drafted in an informal letter format and would be appropriate to use for a junior consultant or a consultant appointed for a short-term engagement.

  • document icon

    Disciplinary policy

    For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.

  • document icon

    Equal opportunities policy

    For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.

  • document icon

    Expenses policy

    For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.

  • document icon

    Flexible working policy

    For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.

  • document icon

    Grievance policy

    For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing. 

  • document icon

    Health and safety policy

    For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met. 

  • document icon

    Letter of secondment

    For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements

  • document icon

    Staff Handbook

    For organisations wanting to purchase a bundle of different policies, including a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.

  • document icon

    Whistleblowing policy

    For organisations wanting a simple whistleblowing policy confirming how disclosures in the public interest should be made and dealt with. This policy is not intended to set out the procedure for raising personal complaints. You can purchase our grievance policy for this purpose.

  • document icon

    Trademarks and brands for charities

    Q&A about ways of protecting your brand, name and logo.

Property

  • document icon

    Guide for charities wishing to dispose of property

    A short summary for charities wanting to understand the Charities Act requirements on disposing of charity property (whether freehold or leasehold) and practical guidance on how to satisfy those requirements.

  • document icon

    The cost of taking and running a lease

    A short summary for charities or companies wanting to understand the potential costs to consider when entering into a new lease and the costs that will be incurred while renting property.

  • document icon

    The differences between leases and licences and when to grant them

    A short document for charities or companies wanting to understand the difference between leases or licences of property, whether in relation to their own occupation or grant of occupation to others.

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    Licence to occupy

    For organisations that wish to take or grant a licence for office or desk space on a short term and flexible basis.

Staff Handbook

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    Social media policy

    For organisations wanting a short-form policy setting out appropriate use of social media by employees.

  • document icon

    Anti-harassment and bullying policy

    For organisations wanting a simple anti-harassment and bullying policy confirming your commitment to preventing such behaviours in the workplace. This policy is not intended to set out the procedure for managing employees’ acts of discrimination, harassment and bullying.

  • document icon

    Capability procedure

    For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.

  • document icon

    Disciplinary policy

    For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.

  • document icon

    Equal opportunities policy

    For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.

  • document icon

    Expenses policy

    For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.

  • document icon

    Flexible working policy

    For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.

  • document icon

    Grievance policy

    For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing. 

  • document icon

    Health and safety policy

    For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met. 

  • document icon

    Staff Handbook

    For organisations wanting to purchase a bundle of different policies, including a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.

  • document icon

    Whistleblowing policy

    For organisations wanting a simple whistleblowing policy confirming how disclosures in the public interest should be made and dealt with. This policy is not intended to set out the procedure for raising personal complaints. You can purchase our grievance policy for this purpose.