This book will also appeal to senior managers and trustees who want to understand the strategic and legislative context within which charitable funds operate. The guide has been fully updated to take account of developments since the last edition ...
was published in 2005 and includes a wide range of real life example documents that practitioners can adapt to suit their own circumstances. It also gives pointers to additional reference sources throughout. Although the primary focus is on the legislative framework and Charity Commission requirements as they apply to England and Wales, much of the practical guidance is relevant to the entire UK. The appendices contain a range of example documents including terms of reference for a charitable funds committee, investment and reserves policies, a model receipt, a procedure note for fundraising, a Treasurer's job description and a risk register extract.