Bronze package
This is an affordable option for sophisticated clients who require light touch guidance and a governing document based upon our firm’s template. We would expect you to complete the Charity Commission application form, as much as possible, and we would provide general guidance on where the application can be improved and any ‘gaps’ which the Charity Commission would pick up on. Under this option we would:-
- Advising on an appropriate charity structure for your organisation.
- Preparation of Model Constitution – this will be based upon model documents which we have developed in a form which will be acceptable to the Charity Commission
- Registration with Companies House (if applicable)
- Review of Charity Commission application and feedback – you will complete the charity commission application form and we will provide one review and feedback.
Silver package
This option will be for clients who still require a template governing document, however, may not have the time to complete the Charity Commission Application Form. For this option we would provide you with our firm’s bespoke questionnaire which breaks down the Charity Commission’s own application into a format which is easy to understand. We would provide advice and guidance on this and then draft the Charity Commission application based upon this and submit the application on your behalf. For this option we would:-
- Advising on an appropriate charity structure for your organisation.
- Preparation of Model Constitution – this will be based upon model documents which we have developed in a form which will be acceptable to the Charity Commission
- Registration with Companies House (if applicable)
- Drafting Charity Commission application – our approach will be either to meet with you and go through the Charity Commission application in the meeting answering the relevant questions and providing advice on this or providing you with a bespoke questionnaire with accessible questions designed to guide you through the charity application process
- Submission of Charity Commission application and dealing with any follow up queries raised by Charity Commission
Gold package
This is an option for clients who require a bespoke governing document and have complex structures. For example if you have tailored provisions on how Trustees are appointed or an outside body is involved in the Charity’s decision making process. This option will also be appropriate if there is any question mark over whether the Charity’s activities would be considered ‘charitable’ under charity law. For this option we would:-
- Advising on an appropriate charity structure for your organisation.
- Preparation of Bespoke Constitution – the preparation of a bespoke constitution will be relevant if your organisation has a complex charity structure
- Registration with Companies House (if applicable)
- Opening a bank account with Metro Bank
- Drafting Charity Commission application – meeting with client or client complete bespoke questionnaire with easily accessible questions designed to guide the client through the charity application process
- Submission of Charity Commission application and dealing with any follow up queries raised by Charity Commission
- Registration with HMRC
- Guidance on Gift Aid
Get in touch
For more information and pricing please contact Kate Pipe on 020 7481 2422 or email kate.pipe@wellerslawgroup.com