Charity Governance is the trustee's resource. Policies, duties, frameworks and decision-making tools — everything you need to lead your organisation with clarity and confidence.
As a trustee, you carry both legal and moral responsibilities. The Charity Commission sets out six core duties — every trustee should know them by heart.
Everything your charity does must further its stated charitable purposes. This is your primary duty.
Your constitution is your rulebook. Know it. Follow it. Update it when necessary.
Decisions must benefit the charity — not individual trustees, staff or personal connections.
Proper financial controls, appropriate reserves and value for money are all part of your duty.
Apply the skills and experience you have. Get professional advice when you need it.
File accurate reports with the Charity Commission, maintain records, and be transparent with the public.
Policies are the backbone of good governance. They define how your charity operates, protect trustees and beneficiaries, and demonstrate accountability to funders and regulators.
Click on any policy below to understand what it covers, why you need it, and where to find model templates.
Governance checklist →All charities working with children or vulnerable adults must have a safeguarding policy. The Charity Commission treats safeguarding as a core trustee duty. Your policy must identify risks, name a designated lead, and set out clear reporting procedures.
Charity Commission safeguarding guidance →Your financial controls policy sets out who can authorise spending, how accounts are maintained, and how the board oversees financial management. Weak financial controls are one of the most common areas of regulatory concern.
Trustee financial essentials →Every charity must have a process for identifying and managing conflicts of interest. Trustees must declare conflicts, and in some cases must withdraw from decisions where a conflict exists. A written policy makes this process clear and consistent.
Commission guidance on conflicts →As a controller of personal data, your charity must comply with UK GDPR. Your policy should cover what data you hold, how long you keep it, how individuals can access it, and how data breaches are handled.
ICO guidance for charities →Trustees must decide how much money the charity should hold in reserve, document their reasoning, and explain it in the annual report. A good reserves policy balances financial resilience against the pressure to spend on charitable purposes.
Commission reserves guidance →A structured approach to recruiting new trustees and inducting them properly ensures your board stays skilled and diverse. The Charity Governance Code recommends regular skills audits and planned succession.
Governance Code — diversity →A whistleblowing policy creates a safe channel for staff and volunteers to report concerns about serious misconduct without fear of reprisal. It signals the board's commitment to integrity and accountability.
Commission whistleblowing guidance →The Charity Governance Code sets a voluntary standard for good governance. Trustees should understand all seven principles and use them as a self-assessment tool.
The board is clear about the charity's purposes and ensures it acts to carry them out.
Every charity is headed by an effective board that provides strategic leadership within a framework of controls.
The board acts with integrity, adopting values and creating a culture which helps achieve the charity's purpose.
The board makes sure its decision-making processes are informed, rigorous and timely.
The board works as an effective team, using the diverse skills and experience of its members.
The board's diversity of skills, experience, background and knowledge enables better decisions.
The charity and its trustees are transparent and accountable — to funders, beneficiaries and the public.
Since 1996, Trust Advice has been helping charities across the UK with governance, set-up, Gift Aid, policies and trustee support. From policy writing and board away-days to CIO conversions — practical, experienced help at every stage of your charity's journey.
Visit trustadvice.org.uk →The sector's voluntary standard — seven principles for effective and accountable trustee boards of all sizes.
Charity CommissionThe Charity Commission's definitive guide to trustee duties — essential reading for every new and existing trustee.
Self-AssessmentA simple self-assessment tool from the Charity Commission for boards to review their governance and resilience.
NCVOA comprehensive library of practical governance guidance from the National Council for Voluntary Organisations.
Expert SupportSpecialist charity support — policies, governance, set-up, and ongoing trustee guidance.
Data ProtectionThe Information Commissioner's Office provides specific GDPR guidance for charities and voluntary organisations.