Resources · Notes

Notes

Short, practical pieces on running a small charity board, most first posted on LinkedIn. For the longer guides, see Publications.

NoteAbout
Before you send your AGM noticeAGM notices: four things to check in your governing document before you send one.
What minutes are forWhat small charity board minutes need to record, and what they can leave out.
A standing item on conflicts of interestWhy every small charity board agenda should open with a conflicts of interest item.
When the board falls below quorumWhat a small charity board can and cannot do when trustee numbers fall below the minimum.
Annual filing deadlines across the UKCharity annual return deadlines for the Charity Commission, OSCR, CCNI and Companies House.
SORP 2026 for small charitiesWhat the new Charities SORP means for small charities, including the three tiers.
New accounts thresholds in England and WalesThe charity accounts thresholds that changed for financial years ending on or after 30 September 2026.
Using the 2025 Charity Governance CodeHow a small charity board can use the refreshed Charity Governance Code.
Charity trustees and Companies House: a quick noteWhy trustees of charitable companies need to verify their identity with Companies House.
Scottish charities: what the Register now showsWhat the Scottish Charity Register has published since 9 March 2026.
A skills audit before you recruitHow a short skills audit makes small charity trustee recruitment more useful.
A risk register that gets usedHow to keep a small charity risk register short enough that the board uses it.
AI tools and your charityWhat a short AI use policy for a small charity should cover.
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