Charity & not-for-profit templates

Constitutions, trustee documents, key policies, Gift Aid, volunteer and grant paperwork that every charity and community group needs.

Ready-made

Professionally structured documents, ready to fill in and use.

Word format

Download in Microsoft Word and edit every line.

Easy to adapt

Clear guidance notes on what to change for your business.

For UK businesses

Written for small and growing UK businesses.

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20 documents

Charity & not-for-profit templates

Governing documents, trustee paperwork and the policies every charity and community group needs.

One price for the whole category

All 20 charity & not-for-profit documents for £20

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

£20for all 20

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All 20
Agreements 4
Policies 7
Forms & records 9

Forms & records

Collect and record information
Trustee Declaration of EligibilityA full declaration for new and existing trustees and senior managers covering the automatic disqualification rules, waivers, consent to act and checks.7 pagesRead more ›Trustee Role Description and Induction PackA trustee role description, officer role summaries, a person specification and a complete induction programme built around the six trustee duties in CC3.10 pagesRead more ›Trustee Meeting MinutesA complete minutes template for a charity board meeting, with standard governance items, resolution wording and a rolling action log.7 pagesRead more ›Annual General Meeting Notice and AgendaNotice to members, a full AGM agenda with resolution wording, trustee nomination form, attendance register and minutes outline.9 pagesRead more ›Register of Interests FormAn individual declaration of interests for trustees, committee members and senior staff, with a nil return option and a board-wide summary register.7 pagesRead more ›Trustees’ Annual Report ChecklistWork out which rules apply, check the content of the annual report and accounts, arrange independent scrutiny and file on time – updated for SORP 2026 and the new 2026 thresholds.12 pagesRead more ›Safeguarding Concern Report FormA clear, structured form for recording a safeguarding concern or disclosure, with a section for the Designated Safeguarding Lead’s decisions and actions.10 pagesRead more ›Gift Aid Declaration Forms and Gift Aid PolicyA Gift Aid policy plus ready-to-use single, enduring and sponsorship declaration forms, an oral declaration confirmation letter and a change form.12 pagesRead more ›Volunteer Expenses Claim FormA simple, auditable form for reimbursing volunteers’ actual out-of-pocket costs, with mileage log, receipts checklist and authorisation.5 pagesRead more ›

Charities pack

£20

for all 20 documents

  • Editable Word files
  • Guidance notes in every document
  • Written for UK businesses
  • Download and keep
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Constitution for a charitable association

A governing document for an unincorporated charity or community group.

Word document

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Trustee declaration of eligibility

Confirm new trustees are eligible to act.

Word document

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Trustee code of conduct

Set expectations for how trustees behave and make decisions.

Word document

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Conflicts of interest policy

Help trustees identify and manage conflicts of interest.

Word document

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Safeguarding policy

Set out how your charity protects children and adults at risk.

Word document

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Reserves policy

Explain how much your charity keeps in reserve and why.

Word document

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Volunteer agreement

Welcome volunteers and set out what each side can expect.

Word document

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Trustee meeting minutes

Record trustee meetings, decisions and actions.

Word document

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All 20 documents in this category come together as one pack for £20. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

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Open in Word, follow the guidance notes and make it your own.

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Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions