Lancaster Parr Charity Health Check included when you book a training session! We will review your governing document, trustees' annual report, Charity Commission register entry and management processes, and alert you to any issues requiring review or action

Governance Training for Charities and Not-for-Profits

Lancaster Parr offers practical governance training for trustees of UK charities, social enterprises and not-for-profit organisations. These sessions are devised to maximise both the skills and time given by your trustees and directors, and to equip them with the confidence and practical tools to manage your organisation effectively.

Our governance training will be an interactive round-table session with your Board and senior executives, delivered at your offices. We will focus on the issues that need to be addressed within your particular charity, social enterprise or not-for-profit to achieve good governance.

Topics include:

  • the role and responsibilities of your Board - duties of good faith, care and skill
  • the scope of your organisation's constitution and its restrictions
  • the distinction between governance and management
  • delegation to your chair, executives or committees, and controls on delegation
  • information flow from committees/executives to Board
  • managing conflicts of interests
  • breach of trust, breach of duty of care, regulatory breaches
  • new Companies Act 2006 provisions relevant to charitable companies
  • risk assessment and management

We aim to provide good value sessions at an affordable cost for your organisation. E-mail us on rh.parr@lancasterparr.co.uk and we will call you to discuss your specific requirements.

 

AGRICULTURAL SOCIETIES

"Rosie Parr very quickly understood what we were trying to achieve. Her expert advice, guidance and help has moved our Society into the 21st century  safe in the knowledge that our legal affairs are being handled in a very professional manner ."

Sam Braddick, General Secretary, Gillingham & Shaftesbury Agricultural Society

Rosie acts for several charitable agricultural societies, advising  them on company and charity law, and regulatory and governance issues. She regularly delivers trustee training sessions to the Management Committees of such societies and has reviewed and updated their constitutions.

Trustees of unincorporated charities - reducing your personal liability

If a charity is an unincorporated trust rather than a limited company, the trustees could be personally liable if the charity has insufficient assets to meet a claim against it. How do the trustees protect themselves?

Community interest companies - TEN years on

Community interest companies (CICs) were introduced in 2005 - over ten years on, there are some 10,000 on the CIC Register. Find out if this type of company is more suitable for your community project or social enterprise than a charity.

CHARITIES ACT 2011 AND Companies Act 2006 - the impact on charitable companies

The provisions of the Charities Act 2011 and the Companies Act 2006 may together mean that the constitution of your charitable  company is very out of date - Lancaster Parr can help you update it and assist with any regulatory issues with the Charity Commission.

 

 

CIOs NOW AVAILABLE

Since 2013 the Charity Commission has been registering  new charitable incorporated organisations (CIOs), and converting existing unincorporated charities to the CIO form. We can advise you on the pros and cons of the CIO form and assist your charity with a new registration or conversion to this new corporate form with limited liabilty for the trustees. The CIO is particularly suitable for small to medium size  charities and unlike charitable companies a CIO does not need to meet an income threshold of £5000 per annum or  more.

TRADING COMPANIES

As a regulator the Commission will continue to scrutinise closely trading companies set up by charities and it will take action if the guidelines for such companies have not been observed - e.g. if the charity is subsidising the trading activity. We can advise on these guidelines.

CONFLICTS OF INTEREST AND BREACH OF TRUST

Failure of charity trustees to manage conflicts of interest can lead to a charge of breach of trust and the Charity Commission may seek restitution from individual trustees personally. The 2012 Commission inquiry into the Plymouth Argyle Supporters Trust charity shows the risk of personal liability for trustees where conflicts are not managed properly although in that case the trustees avoided liability by negotiating new loans.

CHARITY COMMISSION STRATEGY STATEMENT

Budget and staffing cuts at the Commission have resulted in this new regulatory strategy published in November 2011:

"Helping charities become more self-sufficient

We want to help trustees become more self-sufficient and independent. In the past, charities have often come to us to confirm that they're making the right decision. That kind of support doesn't form part of the core duties of a regulator - especially one whose budget is being cut - so our new strategy places new emphasis on helping trustees help themselves."

So it is more important than ever for charities to take professional advice on  legal issues.

 


Authorised and regulated by the Solicitors Regulation Authority                            Principal Solicitor: Rosie Parr M.A. (Cantab.)