Charity & Philanthropy

At DTM Legal, we excel in providing both contentious and non-contentious legal support for the charity sector. Our comprehensive understanding enables us to collaborate closely with charities and not for profit organisations, ensuring we can act as their trusted partner across a wide range of legal services. We pride ourselves on delivering advice that aligns with our client’s best interests.

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Our multi-disciplinary team possesses extensive knowledge to assist you on a wide range of organisational complexities including, establishing Charitable Trusts, charitable and not for profit organisations and companies, advising on policies, offering commercial contractual guidance, or managing property acquisitions.

We represent a diverse range of clients, including health and social care organisations, educational institutions, charitable companies, trusts, private individuals, unincorporated charitable associations, not for profit organisations, and community interest companies.

Our Charity and Not for Profit Legal Services Include:

Set up

Detailed advice on the various different structures available to organisations and key attributes of these
Advising on, preparing and reviewing governing documents to ensure compliance with legal and Charity Commission requirements
Assistance with Charity Commission and Companies House Registration

Governance

Comprehensive guidance on governance matters to ensure compliance and effective management including advising on trustee responsibilities and assisting with Terms of Reference to clearly define the roles and responsibilities within your organisation, ensuring transparency and accountability.

Policy Preparation and Operational Support

Assistance with developing and implementing policies for smooth day-to-day operations and compliance with Charity Commission requirements. Policies include conflict of interest, financial, research and grants, safeguarding, website/social media, data protection well as volunteer agreements and risk management strategies tailored to the specific needs of your organisation.

Commercial Advice

Expert advice on commercial matters tailored to the specific needs of charitable and not for profit organisations. Our team can help with negotiating and drafting commercial contracts, service agreements, and advising on commercial ventures (including preparing, reviewing and advising on commercial participator arrangements).

Restructuring and Reorganisation

Strategic support for organisational changes and restructuring initiatives. Whether merging with another entity, streamlining operations, or expanding services, we provide the legal framework to support your goals.

Collaboration

Facilitating successful collaborative ventures by advising on ways to work with other similar organisations and preparing and advising on appropriate documentation.

Contractual, Commercial, and Legacy Disputes

Resolving disputes efficiently to protect the organisation’s interests. Our expertise includes handling contractual disagreements, commercial disputes, and issues related to charitable legacies.

Debt Recovery

Effective solutions for recovering debts owed to the organisation. We offer a range of services from negotiation to litigation to ensure your organisation recovers what it is owed.

Property Matters

Comprehensive property advice, including acquisition, leasing, and management. Our services cover property purchases, lease negotiations, property disputes, and compliance with property regulations.

Charitable Bequests and Legacies

Guidance on managing and receiving bequests and legacies. We help ensure that donations are received and utilised according to the donor’s wishes, providing clarity and legal assurance throughout the process.

Insolvency and Dissolution

Expert support for charities facing insolvency or dissolution. We provide advice on winding up operations, dealing with creditors, and ensuring compliance with legal obligations during dissolution.

For expert advice and personalised service, and to discuss our Charity & Philanthropy Legal services please contact:

Alison Brennan