MHA | Helpsheets and Checklists
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Trustee Hub

Helpsheets and Checklists

Maintaining and updating upholding good governance is vital. As specialists in the sector we have created a hub of downloadable templates which will help you in your role as a trustee.

This section contains helpsheets and Checklists. The hub is evolving and we will be adding further documents but please do comment below if there is something specific you are looking for.

There is no doubt that strong effective governance and leadership is the major contributor to the success of a charity.


Free resources to download below:

Top 10 tips on the benefit of effective risk management and organisational resilience for charities Page 1

Top 10 tips on the benefit of effective risk management and organisational resilience for charities.

MHA NFP Trustees Meetings and Decision Making cleaned Page 1

Trustees Meetings and Decision helpsheet.

MHA NFP Trading and Tax cleaned Page 1

Trading and Tax helpsheet.

MHA NFP Risk Management cleaned Page 1

Risk Management helpsheet.

MHA NFP Investments cleaned Page 1

Investments helpsheet.

MHA NFP Reserves cleaned Page 1

Reserves helpsheet.

MHA NFP Fundraising Page 1

Fundraising helpsheet.

MHA NFP Internal Financial Controls cleaned Page 1

Internal Financial Controls helpsheet.

MHA NFP Finding New Trustees cleaned Page 1

Finding New Trustees helpsheet.

MHA NFP Expenses cleaned Page 1

Expenses helpsheet.

MHA NFP Conflicts of Interest Page 1

Conflicts of Interest helpsheet.

MHA NFP Collaborative Working and Mergers Page 1

Collaborative Working and Mergers helpsheet.

Impact Maturity for Charities Page 1

Impact Maturity for Charities helpsheet.

MHA NFP How To Guide How to ensure your board is financially competent MHA version1 Page 1

How to ensure your board is financially competent.

MHA NFP Code of Governance Questionnaire Page 1

This questionnaire will help assess if the Board is compliant with the Code of Governance.

MHA NFP Board Performance Review Page 1

A self-assessment to help charities establish how the Board performs its key functions.

MHA NFP How to assess the performance of your auditor July 2020 Final Page 1

An annual performance checklist to help charities assess auditor performance, using key criteria.

CIC vs a Charity What are the differences 2023 05 19 125644 ayam cleaned Page 1

What is the difference between a CIC and a charity?

This helpsheet looks at the common features and differences between these two types of organisations, to help assess the best option for your venture or project.

Key Tax Considerations for Trading through a subsidiary Page 1

There are a number of reasons why trustees may consider incorporating a trading arm.

This article looks at the key tax drivers to think about when looking to commence trade through a subsidiary company.

MHA NFP Trustees compliance checklist LC Proofed July 2020 Final Page 1

This checklist will assist those Trustees that compile the Trustees Annual Report.

NFP how to guide Independent Examination vs Audit Page 1

What is the difference between an Independent Examination and an Audit?

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