Built for trustees

Good governance starts with you.

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.

6Core trustee duties
20+Essential charity policies
7Governance Code principles
FreeAll guidance on this site
The Basics

The six duties of every trustee

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.

01

Ensure your charity is carrying out its purposes

Everything your charity does must further its stated charitable purposes. This is your primary duty.

02

Comply with your governing document and charity law

Your constitution is your rulebook. Know it. Follow it. Update it when necessary.

03

Act in your charity's best interests

Decisions must benefit the charity — not individual trustees, staff or personal connections.

04

Manage your charity's resources responsibly

Proper financial controls, appropriate reserves and value for money are all part of your duty.

05

Act with reasonable care and skill

Apply the skills and experience you have. Get professional advice when you need it.

06

Ensure your charity is accountable

File accurate reports with the Charity Commission, maintain records, and be transparent with the public.

Policy Library

Policies that protect your charity

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 →
Required Safeguarding Policy

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 →
Required Financial Controls Policy

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 →
Required Conflicts of Interest Policy

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 →
Recommended Data Protection (GDPR) Policy

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 →
Recommended Reserves Policy

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 →
Good Practice Trustee Recruitment & Induction Policy

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 →
Good Practice Whistleblowing Policy

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 →
Governance Framework

The seven principles of the Governance Code

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.

🎯

Organisational Purpose

The board is clear about the charity's purposes and ensures it acts to carry them out.

⚖️

Leadership

Every charity is headed by an effective board that provides strategic leadership within a framework of controls.

🔍

Integrity

The board acts with integrity, adopting values and creating a culture which helps achieve the charity's purpose.

🧠

Decision-Making

The board makes sure its decision-making processes are informed, rigorous and timely.

👥

Board Effectiveness

The board works as an effective team, using the diverse skills and experience of its members.

🌍

Diversity

The board's diversity of skills, experience, background and knowledge enables better decisions.

📊

Openness & Accountability

The charity and its trustees are transparent and accountable — to funders, beneficiaries and the public.

Featured — Charity Support Partner

Need expert charity support?

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 →
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External Resources

Essential governance reading