Charities Update

Charities Update

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Course Overview

During this bite-size session, lecturer Richard Quenby will provide viewers with a round-up of recent developments in charity including:

·         The publishment of the Institute of Fundraising (IoF)’s ‘Connecting People to Causes: A Practical Guide to Fundraising Research’, a practical guide intended to help fundraisers understand the lawful bases for processing data, and ensure fundraisers treat people fairly and lawfully when they conduct major donor fundraising and prospect research work.

·         The release of GDPR and Charitable Fundraising guidance briefings by the IoF and the Fundraising Regulator (FR).  These documents focus on the practical application of the law and will consider different fundraising methods and how personal data is likely to be used in each case.

·         Changes to trustee automatic disqualification rules - As of 1st August 2018, the criteria for automatic disqualification from charity trusteeship will extend to those who hold senior manager positions

·         The UK charity regulators (the Charity Commission, Office of the Scottish Charity Regulator and Charity Commission for Northern Ireland) have issued a regulatory alert to charities advising them to use bank accounts in the regulated financial sector in order to safely receive, hold and move charity funds.

The following topics will also be discussed:

·         Rates relief schemes

·         Converting a charity to a Charitable Incorporated Organistation (CIO)

·         Unclaimed Gift Aid

·         Reverter provision

What are the requirements?

  • Watch the recorded webinar, review the supporting documentation and complete the short quiz to test your legal knowledge.
  • This course provides 0.5 - 1 CPD point (depending on length of time spent reviewing the supporting documentation).

Learning Outcomes

  • On completion of this course you will be up to date with recent developments in charity law

What is the target audience?

  • Charity law practitioners



About Instructor - Richard Quenby

Richard was called to the Bar in 1985. For the next thirteen years he practised at the Chancery Bar in Manchester, where he specialised in landlord and tenant, commercial property and insolvency work.

Richard now works as a freelance writer, tutor and lecturer. His published articles have appeared in Estates Gazette, Property Week, Legal Week and The Lawyer. He is also the co-author of Flat Schemes in Residential and Mixed Use Developments, published by Bloomsbury Publishing.

Course Curriculum

Recorded Webinar

  • Webinar

Supporting Documentation

  • Notes
    9 Page
  • Slides
    4 Page
  • Discussion Points and Further Reading
    1 Page


  • Quiz