Charity operational advice and income generation

“A very good understanding of clients’ needs.”

The Legal 500 UK 2013

Charities are all different but they all have operational requirements to deliver their charitable purposes. Many charities operate as social  businesses and Blake Morgan's Charities team can offer a full range of advice to meet all their legal needs.

Main areas of practice

Our charities team offers a wealth of knowledge in a wide variety of areas relating to operations and funding to support your work. Our advice includes:

  • Working well: support for efficiency and effectiveness - includes support for loans and grants, procurement, debt collection, cost efficient contract creation, in-house training and support
  • Protecting and using your reputation and intellectual assets - including brand protection, accreditation and certification, data protection, licensing
  • People you work with - employment law, volunteers, pensions, immigration, safeguarding etc
  • Investment and financing - including private equity investment,, lending and borrowing, property investment and leases
  • Generating funds - gifts of assets and property, social enterprise, appeals, competitions and e-commerce, gift aid management, digital giving and legacies
  • Property management - includes acquisition and disposal, planning and construction, estates and farms, heritage property and assets, environmental law.
  • Risk limitation and compliance - regulatory compliance, operational policies, complaints policies and handling, trustee liability, fraud and business risk, disputes and litigation.


Our clients comprise of every type and size of charity and voluntary organisation, including:

Aid charities (UK and international) International charities and NGOs
Arts organisations

Leisure trusts

Benevolent associations

Maritime charities

Care charities NHS charities
Campaigning charities Poverty relief agencies
Charity shops Professional associations
Community charities Regulators
Educational charities Research charities
Fair trade organisations Social enterprises
Faith-based charities Special interest charities
Grant makers Sports-related organisations and clubs
Heritage charities and museums Umbrella charities
Housing associations Welsh charities
Independent schools Wildlife and environmental charities

Significant experience

  • Advising a charity on a major government outsourcing contract, procurement and public law issues, risk assessment and the transfer of employment contracts (TUPE).
  • Providing training, processes and supporting guidance and template documents to an in-house charity contracting team with a supporting advice line for risk related support.
  • Advising a charity on successfully resolving a contractual dispute with a supplier involving issues connected with miss selling by the supplier.
  • Advising a faith based charity on an allegation of abuse, the conduct of an internal investigation, liaising with the Charity Commission and establishing trustee policies for the handling of such cases and to assist them in difficult decision making.
  • Advising a heritage charity on the lease, and construction of a landmark museum building.
  • Advising a medical research charity on terms and conditions  and quality assurance requirements for the award of research grants.
  • Advising an educational charity on a merger involving the acquisition of existing educational business and related contractual arrangements.
  • Advising on a multinational public health research collaboration involving charitable and grant funding and private investment, and educational and charitable institutions.
  • Advising on the structured growth of a national care charity including the acquisition and merger of a number of charitable trusts and companies, reorganisation of care arrangements including advice on CQC requirements and  advising to ensure related charity law and other regulatory compliance.

Related expertise

Main contacts

Related Knowledge & Resources

Charities newsletter - March 2018


Our Charities team here at Blake Morgan publishes e-bulletins to keep you up-to-date with breaking news and topical issues affecting the sector. We also offer regular charity trustee induction and refresher training sessions.

Charity Commission - Funding Update


On 22 January 2018, the Charity Commission announced that it had been awarded additional government funding of £5 million per year.

Charity Commission - Consultation for managing relationships with organisations that are not charities


The Charity Commission has launched a consultation process on draft guidance on how charities should manage their relationships with organisations that aren't charities.

Lessons Learned from the Presidents Club: Guidance for trustees on returning funds

The recent events surrounding the Presidents Club Charity Dinner have brought to light a difficult situation that trustees of any charity may find themselves in (albeit on, hopefully, rare occasions)

If a charity fundraiser knocks on your door is it cold calling?

This was just one of the questions the Fundraising Standards Board (FRSB) considered following a complaint it received about Battersea Dogs & Cats Home.

Good governance of universities

A new voluntary governance code for UK universities has been published by The Committee of University Chairs (CUC).

Making Charity property transactions simpler - hope on the horizon?

The Law Commission has issued a report on Technical Issues in Charity Law and has made a series of fairly radical recommendations to make the acquisition and disposal of property by a Charity simpler. Our expert explains.

Charities (Protection and Social Investment) Bill

The Bill is now at committee stage in the House of Lords and looks to extend the Charity Commission's powers to protect charities from abuse and make it easier for charities to make social investments.

Being ready for the unexpected

Elizabeth Davis outlines certain risks which could threaten the future of a charity and suggest how to plan for dealing with them.