Charity Trustee Hub
Welcome to the MHA Trustee Hub
Here, we will provide resources and support materials to aid you in fulfilling your Trustee duties effectively.
Introduction
Policies & Procedures
"Ensuring your charity’s policies and procedures are current and effective is crucial for maintaining high standards and robust governance. Our Trustee Hub provides an array of expertly crafted, downloadable templates to assist you in your Trustee responsibilities."
Maintaining and updating policies and procedures in your charity is vital in creating and upholding good governance standards.
As specialists in the sector, we understand the importance of having clear, comprehensive and up-to-date guidelines to ensure that your organisation operates smoothly and ethically.
Well-documented policies and procedures serve as a roadmap for consistent decision-making, expectations for all and foster a culture of transparency and accountability.
By leveraging our expertise and resources, you can ensure that your charity operates efficiently and in full compliance with all relevant regulations, ultimately supporting the achievement of your charitable objectives.
Policies & Procedures
The reverse charge VAT trap
How reverse charge advertising on social media can lead to unanticipated VAT obligations.
Read more
Charity risk policies and procedure
Sample board policy on risk management. This document provides an outline of a framework for handling and mitigating major risks.
Read more
Charity reserves policy template
Guiding charity Trustees to create and define their own policies and understand the importance of effective stakeholder management.
Read more
Fulfilling your Trustee responsibilities
Ensuring Trustees take their legal responsibilities and duties seriously and act appropriately to benefit their charity effectively.
Read more
Investment guidance, tips and strategies
Helping understand the types of services offered by your investment manager, enabling informed decisions and strategic planning.
Read more
Terms of reference and guidelines
This document and its content are suitable for smaller charities and groups that do not require separate committees for each function.
Terms of Reference
Helpsheets
"Trustees have a wide range of responsibilities covering all areas of the charity and it can be difficult knowing where to start in establishing priorities and ensuring all those responsibilities are being met. Our range of helpsheets will give Trustees a starting point in addressing some of the key areas, supporting your journey to effective governance."
Our helpsheets are concise, user-friendly documents that offer step-by-step guidance on a wide range of tasks and processes.
These resources are designed to simplify complex operations, ensuring you can manage your responsibilities as a Trustee with confidence and efficiency.
Each helpsheet distils intricate procedures into clear, manageable steps, making it easier for you to implement essential actions.
By using our helpsheets, you can save time, reduce uncertainty, and focus on driving your charity’s mission forward.
Helpsheets
CICs vs Charity
Guiding you through the key differences between a CIC and a charity and helping you choose the right option for your venture of project.
Read more
Collaborative working and mergers
Helping you identify indicators that suggest collaborative working or a merger might be worth considering for your charity.
Read more
Conflicts of interest
Understanding your duty to act in the best interests of your charity, ensuring all decision contribute to your charity’s missions and goals.
Read more
How to set investment policy
Guiding Trustees along the journey of making the initial decision to invest, to diligently monitoring and effectively settling an investment.
Read more
How to ensure your board is financially competent
Helping your charity have a formal process to ensure your Trustee board has high financial competency.
Read more
Independent examination vs audit
Knowing the difference between an independent examination and audit and assessing which is best for your charity.
Read more
Investment policy template
This template must be tailored to the specific charity as it can be used to summarise your charity’s investment strategy.
Read more
Top 10 tips on the benefits of effective risk management
Harnessing the power of effective risk management strategies for sustainable success.
Read more
Trading and Tax
Clarifying key considerations for Trustees to ensure compliance while maximising impact when dealing with trading and tax in the charity sector.
Read more
Trustees Meetings & Decision Making
Trustees need to ensure they are prepared for their meetings and make the most use of their skills and experience.
Read more
Risk Management
Is your Approach to Risk Management Fit for Purpose? Most trustees know that risk management is something that they need to be involved in.
Read more
Checklists
"Our checklists will help Trustees assess if their charity is meeting reporting and governance requirements with minimal effort."
Ensuring meticulous oversight and maintain high standards is crucial for any charity, as it directly impacts the organisation’s effectiveness and trustworthiness.
At MHA, we understand the unique needs and challenges faced by the charitable sector. To support your role as a Trustee, we offer a comprehensive range of downloadable and interactive checklists.
These tools are designed to help you uphold best practices, streamline your operations and enhance governance.
By utilising our expertly crafter materials, you can ensure your charity meets its objectives while adhering to all regulatory requirements, fostering a culture of accountability and excellence.
Checklists
Board performance review
Ensuring Trustee boards are making well-informed and appropriately considered decisions to direct the strategy of their charity.
Read more
Charity investment checklist
Comprehensive guidance for Trustees on essential considerations when developing an investment strategy for their charity.
Read more
Code of governance questionnaire
A valuable tool for charities looking to enhance and strengthen their existing governance procedures more effectively and efficiently.
Read more
How to assess the performance of your auditor
Ensuring charities can identify what they should be expecting from their auditors.
Read more
SORP Insights
Our guidance is designed for charity professionals and finance leaders who want clarity on the new SORP exposure draft and its real-world impact. From webinars and articles to downloadable tools, our team has poured their expertise in everything you need to stay informed and prepared.
If you were unable to attend our webinars live or would like to revisit the content, you’ll find everything you need below.
SORP Insights
Beyond Compliance: How Trustees Can Turn the 2026 SORP into a Strategic Advantage
Stuart McKay
Response from MHA to SORP consultation 2025
Full details
What to expect from the new charities SORP
Sudhir Singh
Navigating the Recent Amendments to the Charity SORP
Full details
The first international accounting standard for non-profit organisations
Full details
The origins of an international accounting standard for non-profits
Full detailsWatch our webinars
Download our summary handout
We've prepared a handout that encompasses some practical examples identified from the session, ideal for sharing with your wider team or board.
Key Changes in the 2026 Charities SORP Exposure Draft
Get in touch
Take the first step in making a lasting impact with your charity or not for profit organisation by getting in touch with our dedicated team today. We're committed to building personal relationships now, to foster thriving partnerships tomorrow.
Connect with us and let's create a better future together.
