Key Considerations for Charities Seeking Commercial Legal Advice

Providing clear information at an early stage will help your solicitor understand the proposed arrangement, identify the relevant risks and advise on the appropriate strategy.

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Below are some of the points a solicitor may wish to discuss when responding to your enquiry. It can help if you prepare the relevant information so that your initial conversation is more productive.

  • The Organisation’s Legal Structure – Be prepared to explain the organisation’s legal form and provide copies of its governing documents.
  • The Organisation’s Charitable Purposes – Consider how the proposed activity supports or relates to the organisation’s charitable purposes.
  • Trustee and Board Approval – Identify who is responsible for approving the proposed transaction and whether any specific decision-making requirements apply
  • The Commercial Objectives – Explain what the organisation is trying to achieve through the proposed arrangement.
  • The Parties Involved – Provide details of the other organisations or individuals involved, including their role, legal status and relationship with the charity.
  • Responsibilities and Risk Allocation – Identify the responsibilities each party will have and the risks that could arise.

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Whether you need legal advice or support with a specific matter, our team is here to help. We take the time to understand your situation and provide clear, practical guidance tailored to your needs, helping you move forward with confidence.

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