At DTM Legal, we’re proud to support charities, social enterprises, and not-for-profit organisations with clear, commercially minded legal advice tailored to your mission. Our Charity & Philanthropy team understands the operational and regulatory challenges faced by third-sector organisations and works in partnership with trustees, executives, and senior leadership teams to deliver practical solutions that ensure governance, compliance, and long-term sustainability.
From incorporation and governance structuring to trustee training and strategic advice, our charity law specialists are here to help your organisation thrive.
Supporting Your Day-to-Day Operations
Having robust policies and procedures in place is key to maintaining good governance and delivering your charitable objectives efficiently. We provide comprehensive support to help you establish, update, and implement the policies needed to operate effectively and stay compliant with Charity Commission expectations and other regulatory frameworks.
Our Policy Preparation and Operational Support Services include:
Policy Drafting and Review
- Drafting new policies aligned with best practice and current legislation
- Reviewing and updating existing policies to ensure they remain fit for purpose
- Tailoring policies to your charity’s size, sector, and structure
Key Operational Policies
- Safeguarding (children and vulnerable adults)
- Financial controls and reserves
- Conflicts of interest
- Fundraising and donation acceptance
- Whistleblowing and complaints handling
- Equality, diversity and inclusion (EDI)
- Volunteer and staff policies
- Risk management
Trustee and Staff Training
- Induction and training for trustees on their legal duties
- Workshops on operational governance and policy implementation
- Tailored training on specific policies (e.g. safeguarding)
Internal Governance Support
- Advice on implementing internal rules and procedures
- Ensuring compliance with your charity’s governing document
- Supporting strategic planning and board decision-making processes
Speak to Our Charity & Philanthropy Team
Whether you are launching a new initiative, reviewing your governance framework, or responding to regulatory change, DTM Legal is here to support you.
To discuss how our team can help with your charity’s policy and operational needs, please contact a member of our Charity & Philanthropy team:
Phone: 01244 354815
Email: Alison.Brennan@dtmlegal.com
Phone: 01244 354801
Email: Richard.Thomas@dtmlegal.com
