Strategy and governance resources

On this page you will find a range of resources on strategic thinking and governance practices for charitable foundations. We also have resources on the Common Reporting Standard and General Data Protection Regulation



Survey of Charitable Funders’ Views of Accounts prepared under the Charities SORP
The Charities SORP (Accounting and Reporting by Charities: Statement of Recommended Practice) is a fundamental document in the preparation on charity reports and accounts.

December 2020

View details



Strategy and governance
The pillars of stronger foundation practice. 

April 2020

View details


The Awareness and Effectiveness of Charity Trustees in Grant-making in England and Wales
Research and analysis of grant-making foundation trustees’ perceptions of their role and responsibilities as trustees.

June 2018

View details



The Governance & Financial Management of Endowed Charitable Foundations
This report highlights how a charitable purpose should be central in a foundation’s self-perception

January 2012


View details

Find more resources on the Common Reporting Standard and General Data Protection Regulation