Charity Trading & Operations

Many charities carry out trading to generate income for their charity. We understand that you need to manage trading in such a way as to maximise income for your charity but with minimal risk. Whether that is trading which directly advances the charitable objects or non-primary purpose trading, we can help you to assess how such trading could be carried out and whether a separate trading company should be set up.

We can also support you to manage the charity’s relationship with its trading subsidiary, including in relation to property, tax and IP, to ensure compliance with charity law and Charity Commission recommended best practice.

We also advise charities on their additional operations, including fundraising and data protection issues, grant-making, general commercial contracts and procurement.

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What clients say

"The team at Geldards took the time to really get to know the Trust, in order to represent us properly they understood our ethos and aims. The Trust felt that this investment developed the client relationship to build confidence in the advice during a very difficult time."

Client Quote

"Needless to say, everything you and your colleagues have done for the Society is very much's taken a huge weight off our shoulders over the past months."

Society for Nautical Research

"Thank you for a very useful Trustee training session earlier this week. I’ve had positive feedback from the Trustees, and the newer members and SLT found it to be particularly useful. "

Client Quote

"We are so very grateful for all the help you've given us since we started this merger. Please pass our thanks onto Harriet and the rest of the team involved in guiding us through this tumultuous and drawn out episode. You are stars!!!! "

Client Quote

"Geldards give me confidence and their advice is specific to charities and Charity Commission challenges."

Charities & Not-For-Profit, Wales, Legal 500 2022

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