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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Anonymous
01/10/2023
The DTM Legal LLP are one of our charity’s most valued legal skill donors. We can rely 100% on DTM Legal’s support. They are always quick to respond and very efficient and thorough in their work. They set out the parameters to which they are able to offer pro bono support and have a personable approach, which puts the charities at ease, during what can be stressful situations.
Dianne Parrish
26/05/2026
Alison and her colleagues at DTM Legal have provided legal support and peace of mind for a wide range of organisations consistently over many years. Expertise, solutions and guidance delivered promptly with clarity.
Anonymous
01/10/2023
Our initial key contact has been such a pleasure to work with, Alison Brennan. Alison always responds to email requests promptly and, wherever possible, will offer to help either directly, if the skills request is within her area of expertise, or she will facilitate support from her colleagues in other departments, within the DTM Legal practice. Our charities are always very happy with Alison, Kate and their respective teams’ support.