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Although experienced, a new board member may be lacking the knowledge of the non-profit sector so use this template to identify any gaps  to address and implement their training.

A letter of appointment template for new board members, allowing 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.

 

A new template on ‘Schedule of matters reserved for the Board’, prepared by Carmichael, intended for guidance purposes only. All organisations should develop their document.

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.

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. 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.

 

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.