Top 10 tips on good governance and best practice for charity and voluntary sector trustees


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  1. Ensure that your trust deeds and other important documentation such as insurance and licences are current and in one place

  2. Keep your risk register up to date – the Charity Commission has excellent resources on risk management for smaller charities

  3. When you’re appointing new trustees look at your existing skills’ set and invite professionals with particular expertise e.g. IT, finance, HR, marketing or legal to fill any gaps. That’s how I became involved with charities. Undertake a skills audit.

  4. Ensure that new trustees are appointed according to your constitution and that they go through an induction process and understand their roles and obligations

  5. Minute all meetings properly and ensure that minutes are kept safely

  6. Make sure that you have lodged all necessary documents with the Charity Commission

  7. You should be confident that accounting requirements and methods are robust. If not, you could invite a local accountant to join the board of trustees or gain their support in an advisory capacity.

  8. If your charity recruits volunteers you need to be sure that processes for selection, training and management of them are formalised and include any statutory obligations such as CRB checks

  9. Charities must adhere to the same employment regulations as other employers.  Don’t get caught out on complex issues and changes to the law -  take expert advice if necessary 

  10. Your charity must observe data protection laws.  Public sector organisations have received six figure fines for breaches such as losing confidential data or not storing it securely.


Salford CVS
Lesmond Taylor, Development Worker

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Salford CVS is the city-wide infrastructure organisation for the voluntary, community and social enterprise sector; providing specialist information, advice, development support and opportunities for influence and collaboration.

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