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Charity Excellence - Free Charity Policy Template Downloads

Choose the charity policy you want, then click the View Policy button.  We are the only organisation that makes a policy library free to everyone.  Please consider making a small regular donation to help us ensure it stays free.  Any amount, no matter how small, will have real impact, thank you.


AI Meeting Recording Policy
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AI Policy
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Animal Rehoming Policy
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Animal Welfare Policy
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Beneficiary Assessment Policy
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Board - Code of Conduct (Behaviours)
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Board - Conflict of Interest Policy
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Board - Conflict of Interest Register
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Board - Operating Procedures
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Board - Reserved Powers
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Board - Serious Incident Reporting Policy
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Campaigning Policy
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Comms - Copyright Safe Use Policy
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Comms - Imagery Use Policy
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Comms - Social Media Group Guidelines
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Comms - Social Media Policy
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Complaints Policy
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Data Protection Policy
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Environmental Sustainability Policy
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Finance - Anti Bribery Policy
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Finance - Cash Handling Policy
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Finance - Due Diligence
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Finance - Expenses Policy
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Finance - Fraud Policy
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Finance - Internal Financial Controls
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Finance - Investment Policy
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Finance - Money Laundering
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Finance - Reserves
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Finance - Risk Management (Small Charity)
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Fundraising - Acceptance and Refusal of Donations
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Fundraising - Cryptocurrency
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Fundraising - Donations Refund
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Fundraising - Due Diligence (Donors)
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Fundraising - Ethics Policy
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Fundraising - Gifts in Kind Policy
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Fundraising - Pro Bono Company Agreement
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Fundraising Policy (for volunteers)
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Grant Agreement (UK)
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Grant Making Policy
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Grant/Project Agreement
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H&SW - First Aid Policy
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H&SW - Food Handling Safety
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H&SW - RIDDOR Reporting
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H&SW - Staying Safe Overseas
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H&SW - Staying Safe Overseas (High Risk Areas)
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H&SW Policy Statement
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HR - Bullying And Harassment Policy
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HR - Code of Conduct
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HR - Dress Code
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HR - Free Speech Policy
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HR - Lone Working Policy
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HR - Modern Slavery Statement
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HR - Pay Policy
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HR - Safeguarding
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HR - Sexual Harassment Policy
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HR - Speaker Policy
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HR - Time Off In Lieu (TOIL)
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HR - Whistleblowing Policy
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HR - Workplace Relationship Policy
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HR Policies & Procedures
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MOU Template
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Project Selection Procedures
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Volunteer Agreement
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Volunteer Recruitment & Selection Policy
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Disclaimer & Legal

Our documents may be used by non-profits but may not be used on a commercial basis, without our prior written approval.  Copyright and all other intellectual property rights of these and any derivatives are retained by Charity Excellence Framework CIO to the fullest extent possible in law.

We are neither lawyers nor accountants, so are unable to offer professional advice.  Even if we were, we could not offer advice that would adequately cover either all charities or all circumstances, and cannot reflect any changes to regulatory frameworks or law, since any given document was last updated. If you have a regulator other than the Charity Commission &E&W, there may be other requirements that are not necessarily included in our example policies. Our policies are examples only and it remains fully your responsibility to make necessary changes.

In downloading any of our documents, you are accepting that you will take all necessary steps, including seeking professional advice, to ensure the final version approved by your non profits fully meets its needs and complies with all regulatory and legal guidance and that we have no responsibility whatsoever for any loss or detriment that may arise from using it.

To help you in doing so, we have included links to regulatory guidance, and you can find pro bono support using the Charity Excellence Help Finder.


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