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Vol 22 No 1 Jan/Feb 2017

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Fiduciary Obligations: 40th Anniversary Republication with Additional Essays

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Jordan Publishing Charities Administration Service Looseleaf

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Edited by: Con Alexander, Greyham Dawes, Jenny Ebbage, Cecile Gillard, Simon Mackintosh

ISBN13: 9780853083276
Latest Release: December 30, 2016
Publisher: Jordan Publishing Ltd
Country of Publication: UK
Format: Looseleaf, A4 + CD-ROM
Price: £483.00 + £49.75 VAT
Subscription Type: Pay-as-you-go

This is a Print On Demand Title.
The publisher will print a copy to fulfill your order. Books can take between 1 to 3 weeks. Looseleaf titles between 1 to 2 weeks.

Written and compiled by a team of experts, this practical, easy-to-use guide will provide you with essential information on all you need to know about ensuring your charity complies with the legal requirements now expected. Praised for its clear and easy to understand format, this handy resource has everything you need in one place… saving you valuable time and money.

Containing sample forms, checklists and model documents along with extensive practical notes on every aspect of running a charity - from setting up a trust deed to financial and other public reporting - this work takes the strain out of the day-to-day running of a charity. Its clear and straightforward layout makes it exceptionally easy to find out what the latest legal requirements are and gives you the ability to implement them accurately and cost-effectively.

Who is it for?

Designed specifically for use by professionals working as advisers to the charity sector or within an individual charity, the service offers detailed materials for charities that are companies limited by guarantee, trusts and unincorporated members' associations. Other general items will assist in the administration of charities in the less common legal forms.

Subscription Information: 4 updating releases per year, charged separately on publication.

Why Subscribe?
  • It is the only legal secretarial administration handbook for charities.
  • It provides latest commentary on key risk areas including HR and discrimination
  • Includes precedent documents to help you plan members' and trustees' meetings
  • Offers expert guidance on charity tax, trading and fundraising

The manual is published in association with the NCVO (the National Council for Voluntary Organisations). The NCVO is the umbrella body for the voluntary sector in England with a membership of over 1000 voluntary organisations, ranging from the large national bodies to community groups, volunteer bureaux and development agencies working at local level.

They represent the views of their members and the wider voluntary sector to Government, the Charity Commission, the EU and other bodies. They also provide high quality information and advice to voluntary organisations through their Helpdesk, publications, NCVO News, events and information networks.

Jordan Publishing Charities Administration Service provides guidance, checklists and model documents on the key areas including:

  • Personnel and employment procedures - including contracts, disciplinary and dismissal procedures
  • Protection of children and vulnerable people, equality and discrimination
  • Fundraising, trading and tax - legacies, sponsorship, donated goods, professional fundraisers, lotteries, trading and public collections
  • Public accountability and reporting - disclosures, records and registers, accounting and reporting
  • Investment, grants and land; risk management and insurance - including risk policy and risk assessment
  • Website and electronic communication, data protection, freedom of information and intellectual property
  • Dispute resolution and credit control - with model documents for demands and claims, instructing a solicitor and issuing proceedings
  • The Companies Act 2006 - the latest impacts on charitable companies and trading subsidiaries and how to meet them
  • Scotland and Northern Ireland - both are now subject to their own charity law regimes. The Service offers guidance on the special requirements of relevant legislation

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Charities, Looseleaf Work
Table of Statutes
Table of Statutory Instruments
Table of Forms and Publications
Division A: Setting up and registering a charity
Division B: Regulatory Regime
Division C: Constitutional amendments and restructuring
Division D: Names for charities and trading subsidiaries
Division E: Governance and legal administration
- Trustees - general Appointment of directors/trustees
- Directors' / trustees' retirement and cessation of office
- Removal of directors/trustees
- Proceedings of directors/trustees
- Delegation and committees
- Branches
- Filing and Register-Keeping Requirements - Checklist
- Registered office/correspondence address
- Signing, sealing and execution of documents
- Charity stationery - statutory requirements
- Auditors
- Bank accounts
Division F: Members' Meetings
- Annual accounts and reports and annual general meeting
- General meetings and resolutions
- Proxies and authorised representatives
- Written resolutions of members
Division G: Public accountability and reporting
Division H: Personnel
Division I: Fundraising, trading and tax
- Legacies
- Professional fundraisers and commercial participators
- Public collection
- Lotteries
Division J: Investments
Division K: Subsidiary trading companies
Division L: Charity contracts
- Specimen service agreements
Division M: Grants
Division N: Dispute resolution and credit control
Division O: Acquiring, mortgaging and disposing of land
Division P: Risk management and insurance
- Risk management
- Insurance
Division Q: Data protection and freedom of information
Division R: Intellectual property
Division S: Websites and electronic communications
Division T: Equality and Discrimination
Division U: Model Policies
Northern Ireland

Recent Subscription Releases:

Part Price
Update 54 + CD-ROM
December 30, 2016
Update 53 + CD-ROM
October 31, 2016
Update 52 + CD-ROM
August 08, 2016
Update 51 + CD-ROM
March 31, 2016
Update 50 + CD-ROM
December 22, 2015
Update 49 + CD-ROM
October 20, 2015
Update 48 + CD-ROM
June 24, 2015
Update 47 + CD-ROM
March 25, 2015
Update 46 + CD-ROM
December 22, 2014
Update 45 + CD-ROM
October 22, 2014
Update 44 + CD-ROM
June 30, 2014
Update 43 + CD-ROM
March 20, 2014
Update 42 + CD-ROM
December 30, 2013
Update 41 + CD-ROM
October 28, 2013
Update 40 + CD-ROM
June 26, 2013
Update 39 + CD-ROM
March 27, 2013
Update 38 + CD-ROM
December 28, 2012
Update 37 and CD-ROM
October 30, 2012
Update 36 and CD-ROM
June 28, 2012
Update 35 and CD-ROM
March 29, 2012
Update 34 and CD-ROM
December 29, 2011
Update 33 and CD-Rom
October 20, 2011
Update 32 and CD-Rom
July 04, 2011
Update 31 and CD-Rom
March 29, 2011
Update 30 and CD-Rom
December 13, 2010
Update 29 and CD-ROM
October 22, 2010
Update 28 and CD-ROM
June 15, 2010
Update 27 and CD-ROM
March 30, 2010
Update 26 and CD-ROM
December 18, 2009
Update 25 and CD-ROM
October 20, 2009
Update 24 and CD-ROM
June 26, 2009
Update 23 and CD-ROM
March 26, 2009
Update 22 and CD-ROM
January 12, 2009
Update 21 and CD-ROM
December 04, 2008
Update 20 and CD-ROM
July 14, 2008
Update 19 and CD-ROM
March 07, 2008
Update 18 and CD-ROM
November 30, 2007
Update 17 and CD-ROM
August 22, 2007
Update 16 and CD-ROM
February 21, 2007

Please contact our subscriptions team if any further information is required.