Key Guidelines for Setting Up a Group

This toolkit is designed for people who want to set up, structure, or strengthen a community group, voluntary organisation, or social enterprise. Whether you’re starting from scratch or refining an existing group, the resources here provide practical guidance on governance, legal structures, finances, and everyday management.

Who it’s for:

Community organisers
Voluntary groups
Social enterprises
Anyone exploring charitable or cooperative models
 

Why it’s valuable: Community organisations thrive when they are well‑structured, transparent, and legally sound. This toolkit brings together neutral, practical information to help you avoid pitfalls, attract funding, and serve your community effectively.

Contents

Legal Structures Overview
Key considerations when choosing a structure
Pros and cons of incorporation
Overview of unincorporated and incorporated models
 

Community Enterprise & Cooperatives
What community enterprises are
How cooperatives work
Benefits and challenges of cooperative models


Model Constitution Template
Suggested constitution for small unincorporated groups
Guidance on membership, management, finance, and meetings


Registering as a Charity
What charitable status means
Charitable purposes and public benefit
Steps to register with the Charity Commission


Setting up a Community Group
Step‑by‑step guide from purpose to fundraising
Writing policies and governing documents
Recruiting volunteers and planning activities


Setting up a Group Bank Account
Choosing a provider
Requirements for opening an account
Signatories and verification process


Legal Structures Chart (At a Glance)
Comparison table of common structures
Governance, liability, asset locks, and charitable status

Our funders :

  • Torridge District Council
  • Northam Town Council
  • Bideford Bridge Trust
  • Bideford TC
  • Lottery Community Fund
  • Devon County Council
  • Devon Memory Café Consortium
  • Active Devon
  • Edward Gosling Foundation