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This is a letter of appointment template for new board members. The template allows a chairperson to easily communicate a new board member’s responsibilities, duties, and term of office.

This Scheme of Delegation sets out the authority delegated by the Board of Trustees (the Board) of The Organisation to the Chief Executive (or designated deputy/interim CEO when The Organisation is without a Chief Executive). Here are the guidelines on how to manage the provision of authority to the Chief Executive.

 

Carmichael has prepared a new template on ‘Schedule of matters reserved for the Board’. This template is intended for guidance purposes only. All organisations should develop their document.

All charities and other non-profit organisations must adhere to the legal and regulatory requirements that apply to the work that they do. There is a responsibility on charity trustees, directors and board members to find out what laws and regulatory requirements apply to their organisation and to ensure that the organisation complies with them.

The Compliance Calendar is a useful addition to the board materials for a meeting to ensure that relevant actions are addressed by the Board. It can also assist with preparing the agenda for an upcoming meeting.

This Sample Compliance Calendar, suitable for small or all volunteer organisations, should be amended/tailored to reflect the specific compliance requirements of your own charity or non-profit.

Carmichael wishes to acknowledge the support of Colm Hanley, LK Shields Solicitors in the development of this resource.

All charities and other non-profit organisations must adhere to the legal and regulatory requirements that apply to the work that they do. There is a responsibility on charity trustees, directors and board members to find out what laws and regulatory requirements apply to their organisation and to ensure that the organisation complies with them.

The Compliance Calendar is a useful addition to the board materials for a meeting to ensure that relevant actions are addressed by the Board. It can also assist with preparing the agenda for an upcoming meeting.

This Sample Compliance Calendar should be amended/tailored to reflect the specific compliance requirements of your own charity or non-profit.

Carmichael wishes to acknowledge the support of Colm Hanley, LK Shields Solicitors in the development of this resource.

The objective of an annual activity report is to provide information about an organisation’s activities, its financial performance and financial position that will be useful to a wide range of stakeholders in assessing the board/committee’s stewardship and management of the organisation’s resources and funds, and to assist the reader of the report to make decisions in relation to the organisation. Although past, current and potential funders, donors and financial supporters of an not-for-profit organisation are the primary audience for the information contained in an organisation’s report, the preparer should also be aware that interest in this information may also extend to an organisation’s service users, other beneficiaries, volunteers and staff (current and potential).

The report should not be viewed simply as a compliance requirement or a technical exercise. The report should help users of the information to understand what the organisation is set up to do, the resources available to it, how these resources have been used and what has been achieved as a result of its activities, how it is governed, how effective it is in achieving its objectives and its future plans.

To help organisations meet compliance requirements and standards of good governance in annual reporting, Carmichael has prepared templates for organisations of various sizes. The templates can be found on the Good Governance Awards website.

 

This new Board/Trustee Governance Handbook Template has been developed by Carmichael as part of our ongoing efforts to support non-profit organisations during this difficult time and beyond.

In developing this free handbook, Carmichael sought to reflect the principles and standards of the Charities Governance Code but it can be used by any non-profit organisation. This handbook is a template and it should be amended/tailored to reflect your own charity or other non-profit.

This guidance document has been developed by Carmichael to help charities that are implementing the Charities Governance Code to complete the Compliance Record Form.  The document is for guidance only and organisations should complete their own Charities Governance Code Compliance Record.