New Organisation Checklist

Key basic must haves in order to set up a new not-for-profit organisation.

  • Name your organisation

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  • Decide the structure

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  • What is your organisations purpose. Who, what, when and where?

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  • Gather all relevant governing documents

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  • Recruit trustees/board/committee members/staff/volunteers

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  • Complete DBS checks where necessary

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  • Finances e.g. bank account and financial documents

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  • Register with the Charity Commission (charities and CIO's) or Companies House (CIC's)

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  • Funding - fundraising, funding bids, crowdfunding etc.

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  • Marketing - social media, website, newsletter etc.

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