The Regulator for Charities in England and Wales

Guidance For Charities

Bringing together points of good practice that we identify during our work, which is of potential relevance across all parts of the sector

Operational Guidance

Guidance, written for our staff, on charity law and practice

Guidance Updates

A list of Guidance Updates

Faith in Good Governance

This guidance is written for charities established with a religious purpose whose main focus is religious worship and related activities. It covers key aspects of the legal and good practice framework, and how they apply to faith-based charities.

Establishing Academy Schools

Guidance and further information, including example model documents.

Incorporating an existing charity as a company - Questions and answers

The Q&A pack focuses on the use of companies limited by guarantee as a means of achieving a corporate structure that provides limited liability to trustees and members of the charity. It sets out the circumstances in which incorporation of an existing charity might be an appropriate step to take, offers information on the incorporated structures available, sets out the practical steps to take when incorporating and signposts further guidance on this topic. It also flags up some commonly encountered pitfalls arising with incorporation.

Audit and examination of company charities

We have prepared a Q & A pack to answer the questions that are most frequently raised with us about audit exemption under the Companies Act, the audit or independent examination of company charities and the audit of group accounts prepared by company charities under the Charities Act 1993.

NHS charities: independence, guidance and governance

NHS specific guidance

New duties for employers under the Pensions Act 2008

The Department of Work and Pensions has recently put out to consultation the remaining regulations to be made under the Pensions Act 2008.

A Guide to Corporate Foundations

New Commission guidance about corporate foundations - HTML Version | PDF Version

Research by Higher Education Institutions

This guidance explains how the requirements of charity law apply to research carried out by Universities and other Higher Education Institutions, particularly research conducted in partnership with non-charitable organisations. Written in collaboration with the Higher Education Tax Forum - HTML Version | PDF Version

Almshouse Factsheets

Three factsheets covering the three main problems faced by almshouse charities that find themselves in trouble.

Charities and public service delivery

Information and guidance for charities delivering services on behalf of public authorities

Charities and Elections

This guidance is to aid charities in deciding what actions are and are not appropriate in the run-up to an election. It should be read in conjunction with CC9 - HTML Version | PDF Version (English)

Large Charities Division

This guidance is about the Large Charities Division which works with charities which have an annual income of more than £5 million

Small Charities

This guidance is primarily for trustees and others involved with "small" charities - that is, charities in England and Wales with incomes of under £20,000 a year

Conflicts in your Charity

This guidance sets out what a charity should do if it gets into a dispute.

Streamlined Removals from the Register

"Dissolution, winding up and removal from the Register for medium sized charities", (CSD 1077A), is our guidance for unincorporated charities with an annual income of more than £20,000 and charitable companies that are winding up or dissolving and need to be removed from our Register. There is also a declaration form (CSD 1077) that those charities can complete to enable us to fast track their removal

Fund-raising Through Partnerships With Companies

This guidance aims to provide trustees, staff involved in raising funds for a charity and professional fund-raisers with advice on some of the issues that arise when a charity allows its name to be used or associated with a commercial company as a means of raising funds for the charity. - HTML Version | PDF Version (English)

Charities and Social Investment

Guidance on charities' use of their funds for making "social" or "programme-related investments" - that is pursing their charitable purposes through the provision of loans, loan guarantees or the subscription or purchase of shares or through the letting of land and buildings - HTML Version | PDF Version (English)

Guidance for Charitable Registered Social Landlords

(including the acquisition of Tennated Housing and Tenants as members of Governing Bodies)

This guidance is primarily aimed at organisations seeking to become RSLs and register with the Commission, it is also relevant to existing RSLs registered as charities- HTML Version | PDF Version (English)

Affordable Home Ownership – Charitable Status and Tax

This guidance is issued jointly by HM Revenue and Customs, the Housing Corporation and ourselves. It gives charity trustees, including the boards of registered social landlords (RSLs), general information and advice on providing charitable shared-ownership housing

Charities Working Internationally

Legal requirements and recommended good practice for charities whose work is either wholly or partly international or overseas based

Charity Reserves and Defined Benefit Pension Schemes

Accounting for defined benefit pension schemes under FRS 17: Retirement Benefits has raised questions as to how a charity's reserves policy is affected by the balance sheet disclosure of pension assets or liabilities. This guidance prepared in partnership with The Charity Finance Directors' Group looks at issues including the cash flow impacts of pension arrangements on reserves policy

Defined Benefit Pension Schemes - Questions and Answers

Defined Benefit Pension Schemes can be complex. This Q&A packs answers the basic questions and signposts further sources of guidance

Safeguarding Children

Children are an especially vulnerable group and the Charity Commission is particularly concerned to stress the importance of proper safeguards within charities for the protection of children

Conflicts of interest guidelines for arts charities

This guidance – prepared jointly with DCMS - advises trustees of charitable museums, galleries and libraries how to identify and manage conflicts of interest that might arise at their charities

Guidance on the Extended Schools Initiative and the provision of pre-school childcare

This guidance clarifies the circumstances in which those responsible for a school can provide pre-school facilities and what happens when an existing charitable pre-school association already operates at the school

Involving young people in running a charity

Practical hints and tips on involving young people in running a charity - including a summary of the legal position for including under 18s as trustees.

Declaration of eligibility for newly appointed trustees (PDF English 26KB)

Prospective trustees should be asked to declare that they are not disqualified from acting as a charity trustee. This model declaration form can be used to obtain a signed declaration

Guidance on Electronic Banking

This guidance is aimed principally at small and medium-sized charities and answers the questions we are most often asked by charities about electronic banking

Company Director Indemnities

This guidance explains how charitable companies can make use of the law permitting a wider range of director indemnities than in previous Companies Act provisions

Common Deposit Funds - A basic guide to their regulation

This guidance focuses specifically on Common Deposit Funds (CDFs) which are one form of deposit-taking schemes

Common Investment Funds - A basic guide to their regulation

This guidance focuses specifically on Common Investment Funds (CIFs) which are one form of investment

The Official Custodian for Charities - A basic guide to the roles and responsibilities

This guidance is intended to explain to charity trustees and their advisers the role of the Official Custodian

Open Government and Human Rights

Information on two important pieces of legislation, the Data Protection Act 1998 and the Human Rights Act 1998 which have significance for everyone in the UK, including charities

Paying for Wills with Charity Funds

Advice about the legal position and best practice when a charity offers to meet the cost of will preparation as a fund-raising venture

The Public Interest Disclosure Act

Guidance relating to the Act which protects workers from detrimental treatment or victimisation from their employer if, in the public interest, they blow the whistle on wrongdoing

Questions To Consider At Key Stages In The Life Of A Charity

This checklist provides a series of questions trustees should ask themselves at different stages of the charity's development. - HTML Version | PDF Version (English)

Trustee Responsibilities

Lack of knowledge about the duties and responsibilities of charity trusteeship may not just affect the way in which the charity is run, but can also have personal consequences for the trustees themselves

Investment of Charitable Funds: Detailed guidance

This guidance sets out to explain the powers and duties of charity trustees when investing charitable funds

A Guide To Conflicts of Interest For Charity Trustees

This guidance seeks to help trustees identify and manage conflicts of interest

Vicarious Liability of a Charity or Its Trustees

These guidelines consider some aspects of liability under civil law for infringement of another’s rights

Charity Commission Policy On Charities And Their Alleged Links To Terrorism

The Home Office and HM Treasury's Review of Safeguards to Protect the Charitable Sector (England and Wales) from Terrorist Abuse

The Commission's full response - HTML Version | PDF Version (English)
The Government's review proposals (external website)

Scottish Registration of English and Welsh Charities

Non-Scottish charities are now being asked to consider whether their activities will require registration in Scotland - HTML Version

In some cases OSCR will require English and Welsh charities to amend their governing documents in order to meet the Scottish charity test. This guidance sets out why this is necessary and suggests wording that is acceptable to both the Commission and to OSCR - HTML Version

Charitable status of playing fields and recreation grounds

We have been considering the charitable status of playing fields and recreation grounds held by Local Authorities as memorials to His Late Majesty King George V

Companies Act 2006

Details information on The Companies Act 2006 and how it affects charities

Charity doorstep collections

UK charity regulators unite to advise householders how to spot genuine charity collections from commercial outfits