Guidance

NHS charities guidance

Guidance for managing NHS charities in England and Wales.

• From: The Charity Commission
• Published: 1 February 2012
• Last updated: 31 October 2022 — See all updates

Applies to England and Wales

Documents

NHS charities guidance

HTML

Model A for use for a general purposes charity where a corporate trustee is acting

MS Word Document, 40.5 KB

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Model B for use for a general purposes charity where individual trustees are acting (it is anticipated that no NHS charities with individual charities will exist from 1st April 2018)

MS Word Document, 41.5 KB

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Model C for use for a special purposes charity where a corporate trustee is acting

MS Word Document, 43.5 KB

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Model D for use for a special purposes charity where individual trustees are acting (it is anticipated that no NHS charities with individual charities will exist from 1st April 2018)

MS Word Document, 45 KB

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Details

This guidance is for those who have a formal or informal role in the management of NHS charities in England and Wales. This includes:

• members of trust boards of NHS bodies (including NHS foundation trusts)
• employees of trusts responsible for day-to-day management of NHS charities or who are given the status of fund advisers/holders
• employees of NHS charities

The Model trust deeds are not intended to be used to create a charity for narrowly defined purposes from the unrestricted funds held by the corporate trustee.

If the trustee wishes to set aside or ‘earmark’ unrestricted funds for narrowly defined purposes it should establish a ‘designated’ fund within the general purpose charity instead.

See also the Department of Health’s guidance How NHS charities can convert to independent status on the issues and processes NHS charities need to consider when becoming independent.

Published 1 February 2012
Last updated 31 October 2022 + show all updates

1. 31 October 2022

   Guidance updated to reflect changes (introduced by the Charities Act 2022) that simplify the current rules on failed appeals and what trustees need to do in these situations.

2. 1 February 2012

   First published.