(28.10.25 - This page is currently in development).
This page contains useful information on setting up and running a charity.
The fact sheets here have been put together in collaboration with our Devon Voluntary Action partners.
If you need any further help please feel free to email us on [email protected] or call 01237 420130.
We can arrange a face to face meeting to help you set up a charity or improve the one you have!
Starting a group
• Setting up a community group
• Legal structures for organisations
• Registering as a charity
• Decision tree
• Model Constitution
Running a group
• What is a committee
• Roles of a chair, secretary and treasurer
• Risk management & template risk assessment
• Health and safety
• Strategic planning & writing a business plan
• Setting up a bank account
• Reporting and accountability
• Organising an AGM & planning events
• Monitoring & evaluating your project
• Merger & collaboration & closing your organisation
Financial information
• Funding toolkits
• Proving the need for your work
• Sustainable income
• Getting support from companies
• Budgeting
• First steps to fundraising & DIY fundraising tips
• Financial management policy template
• Common mistakes & how to avoid them
• Full cost recovery
Data Protection and Communications
• Data protection & GDPR
• Inclusive communications
• Privacy Policy template
Useful policies and information
• Conflict of interest policy template
• Safeguarding vulnerable adults policy template
• Simple child protection policy
• Equality and diversity policy template
• Diversity and Inclusion Glossary
• DBS guidance
