We recognise that time is precious and that you want to focus your time and energy on making a difference, not admin. We offer a range of administrative and clerking services to support you and help to free up your time to do the things you do best.
Our charity administration and clerking services have been put together with your needs in mind, based on our years of experience working with a broad range of charities. The sector is incredibly diverse, but all charities have to deal with a certain amount administration, including keeping accurate records of all trustee decisions and making key filings with the Charity Commission.
Grant Making Charities
Our flagship service is our range of bespoke packages for Grant Making Charities, providing comprehensive support to allow you to focus solely on the important job of deciding which projects to support and where you can make the most impact with the charity’s income.
We offer three core packages of administrative support, providing different levels of service covering the most common areas of need for our clients. However, we can also tailor a package specifically for you by taking our Bronze package and bolting on the additional services you require.
If you are interested in discussing our administrative and clerking services for Grant Making Charities and receiving a quote for our services, please get in touch.
Accreditations
NCVO
Corporate Member
| Bronze | Silver | Gold | |
|---|---|---|---|
| Registered contact address for the charity | Yes | Yes | Yes |
| Managing all correspondence with grant applicants | Yes | Yes | Yes |
| Sending out notice of trustees’ meetings (up to 4 per year) | Yes | Yes | Yes |
| Preparation of papers for trustees’ meetings (up to 4 per year) | Yes | Yes | |
| Charity Commission filings (excluding accounts) | Yes | Yes | |
| Maintaining and keeping charity registers up-to-date | Yes | Yes | |
| Minute taking at trustees’ meetings (up to 4 per year) | Yes | ||
| Annual legal update from qualified Charities Team lawyer | Yes | ||
| Annual legal and regulatory compliance audit | Yes | ||
| Liaising with other professional advisers as required | Yes |
In addition to the above general administrative support services, all clients on our Silver or Gold packages can take advantage of the following additional legal advice services at a discount to our usual hourly rates (5% discount for Silver, and 10% discount for Gold):
- updating the charity’s governing documents
- drafting or updating a Grant Making Policy to reflect your current priorities, eligibility and assessment criteria
- drafting a Grant Application Form to be completed by applicants, covering all information required to be consistent with your Grant Making Policy
- drafting a suite of template correspondence, including a cover letter to send to applicants with the Grant Application Form, and letters informing applicants of the outcome of their application
- drafting a template Grant Funding Letter or Grant Funding Agreement (depending on the formality required) containing all of the key terms and conditions to be applied in respect of all grants made by the charity
- tailoring the template Grant Funding Letter or Grant Funding Agreement for a specific grant award, or drafting an entirely bespoke Agreement for more unusual or high risk grant awards
- advice in respect of powers of investment, including adopting a total return approach to investment
- advice on releasing restrictions on expenditure of capital for permanent endowment funds.
Other administration support packages
In addition to our flagship services for Grant Making Charities, we also offer a range of services for all other types of charities.
Our core services are as follows, but if you need any other administrative support please do get in touch to discuss whether we can offer this as part of our service for you.
| For charitable companies | For other registered charities | For all registered charities |
|---|---|---|
| Registered office address | Registered contact address | Charity Commission Annual Return support |
| Company secretarial service | Charity registers management | All other Charity Commission filings (excluding accounts) |
For more details about any of our administrative and support services, and to receive a quote for your charity, please get in touch with us to discuss your requirements.
