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Guidance Note

Charity Trustee Induction

This guidance sets out the steps you might want to take when a new trustee joins the board of your charity. New trustees need support to get up to speed with the charity’s governance, projects, operations, stakeholders and impact. This support is offered through an induction process.
10 December 2024
Guidance Note
Charity
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Guidance Note

Specimen conflict of interest policy, declaration form and register of interests for charity trustees

This guidance note consolidates and expands upon the principles highlighted in the Charity Governance Code in relation to the management of conflicts of interest.
1 April 2021
Guidance Note
Charity
Boards and committees
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Guidance Note

Charity trustee standards for governance and leadership

This document sets out standards which charity trustees should follow and provides suggestions to help trustees in fulfilling their duties.
1 January 2023
Guidance Note
Charity
Leadership
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Guidance Note

Board evaluation in the charity sector

Organisations that take governance seriously will invest in the continuous improvement of their board, including board performance review and evaluation.
1 May 2021
Guidance Note
Charity
Boards and committees
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Guidance Note

Specimen board observation sheets for charities

This guidance note provides a number of sample board observation sheets that charity boards may wish to adapt as part of their board evaluation process.
1 January 2023
Guidance Note
Charity
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Guidance Note

The role and duties of charity trustees (Northern Ireland)

Guidance on the legal and regulatory role, responsibilities and duties of trustees of charities operating in Northern Ireland.
1 April 2021
Guidance Note
Charity
Northern Ireland
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Guidance Note

Specimen role description for the charity secretary of the board of trustees (Northern Ireland)

A specimen role description detailing the responsibilities and functions of a charity secretary working for a charity operating in Northern Ireland.
1 January 2023
Guidance Note
Charity
Northern Ireland
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Guidance Note

Specimen report cover sheet for charity board meetings

Cover sheets allow senior managers and other staff to present information to the board in a consistent manner and to highlight key issues to be discussed.
1 January 2023
Guidance Note
Charity
Reporting
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Guidance Note

The virtuous circle of good charity governance: the role of the governance professional

In this paper, the role of the governance professional takes centre stage in promoting and embedding a virtuous circle of good governance in a charitable entity.
1 September 2021
Guidance Note
Charity
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© Copyright 2025 The Chartered Governance Institute UK & Ireland is a division of The Chartered Governance Institute, incorporated by Royal Charter RC000248 with registered office in Saffron House, 6-10 Kirby Street, London, EC1N 8TS, United Kingdom. Founded 1891 · Constituted under Royal Charter 1902 · Patron: HM King Charles III
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