Conversion to a Charitable Incorporated Organisation

  • 10, 07, 2020
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£690.00

The service and advice was comprehensive and good value for money. It helped to remove a lot of work from trustees incorporating an existing charity. A five star service and the trustees are very grateful for the expert support and guidance

Friends of the National Archive

If your charity is unincorporated (an association or a charitable trust) or a charitable company, there may be some benefits to converting to a Charitable Incorporated Organisation (CIO)

If you would like to convert an existing charity to a CIO, we will use our expert knowledge to prepare a suitable CIO constitution and apply to register your new CIO with the charity regulator

If you would like to find out more about how we can help you, simply click on the Enquire Now button below and complete our enquiry form

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Description

The process for converting your charity to a Charitable Incorporated Organisation (CIO) will depend on the structure of the existing charity. If your charity is an association or a charitable trust, the process will involve setting up a new CIO and then transferring the assets of the existing charity to the new CIO registered for that purpose. If your existing charity is a charitable company, you can convert the company to a CIO without setting up a new CIO

Our approach is to offer you a free initial telephone or video (Skype) consultation about your proposal to help you to decide if converting to a CIO is the right option for you

If you then decide to use our Conversion to a Charitable Incorporated Organisation service, we will use our extensive knowledge of the legal and regulatory framework that applies to charities to guide you through the process and what steps you need to take. We will prepare a CIO constitution with objects and administrative provisions that are suitable for your charity’s needs

We will also apply to register your new CIO with the Charity Commission or OSCR*. We will help you to collate all the relevant information and documents needed to support the application and complete and submit the application form on your behalf. We will then deal with all correspondence with the Charity Commission or OSCR until a registration decision has been made

Included in the price of this service:

Assessment of your proposal and guidance about what you need to do to convert to a CIO

Draft a CIO constitution with suitable objects and administrative clauses

Guidance about what documents and information you will need to register your new CIO as a charity

Prepare and submit the CIO registration application form on your behalf

In consultation with you, deal with all ongoing correspondence with the Charity Commission or OSCR until a registration decision is made

Business Plan template and guide to writing a charity business plan

Policies for Child and/or Adult Safeguarding, Conflicts of Interest and Grant Making

Our unique Reserves Calculator and Reserves Policy template

 

*Please note that there is an additional fee of £200 if we apply on your behalf to register as a charity with both the Charity Commission and OSCR

Included with this service:

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