Resources - Governance


Resources on the governance of your charity.

Below we provide some useful resources on the key topics of insurance, recruitment and making the most of your Annual Report.  We also provide information on becoming a charitable incorporated organisation (CIO). These resources are provided by the National Churches Trust on behalf of the Churches Trusts Forum. 



The legal duties of trustees include acting in the best interest of the charity, managing resources responsibly, and ensuring accountability. Being properly insured is an important way of managing risk, protecting your trustees and supporters, and meeting these requirements.

The National Churches Trust has worked with the Churches Trusts Forum to get an overview of the the issues involved and useful advice from insurance broker Scrutton Bland. 

Risk Management and Insurance Considerations


Trustee and volunteer recruitment

Trustee and volunteer recruitment is a growing challenge for small charities. The downloads provide suggestions for ways to approach recruitment today.

Example of a Trustee role description 1

Example of a Trustee role description 2

Example of a volunteer role description (Ride+Stride for Churches)

See the national Ride+Stride website for its page on volunteering for a Ride+Stride for Churches event

Top ten recruitment tips

Working out what you have and what you need

When new volunteers and Trustees start


Charitable Incorporated Organisations

From January 2013 charities have been able to register as Charitable Incorporated Organisations (CIOs). This simplified structure allows local trusts to protect their trustees from being personally liable for the activities of the charity.

A CIO structure may not be the ideal solution for all local trusts and we would always recommend that you consult with professional advisors. However, a CIO structure is likely to be attractive to those trusts that enter into contractual obligations, employ staff, own property or take on leases. 

It is important that you receive professional advice before amending the corporate structure of your charity. The downloadable documents below were prepared in 2016 by Stone King LLP. Whilst much of the advice remains valid, there have been more recent changes. For the current situation visit

Charitable Incorporated Organisations

Model CIO Constitution


Making the most of your Annual Report (accounts)

The Annual Report is a vital publication for small charities that can promote your work. You can keep up to date with regulatory changes through the Charity Commission. In recent years there has been growing emphasis on demonstrating public benefit and the impact of a charity's work. 

A local trusts' guide to the dos and don'ts (Buzzacotts, 2015)