White

A collection of useful links for WI Trustees, including websites, forms, and additional resources to support you in your role.

General

WI Handbook: 

PRESS HERE to sign into MyWI to access the WI Handbook 

Constitution: 

https://mywi.thewi.org.uk/essential-information/the-wi-constitution   

WI History: 

PRESS HERE to read more about the history and mission of the WI 

The Essential Trustee:

What you need to know, what you need to do – Section 2 where the document talks about ‘Trustees duties at a glace’ (Charity Commission):

https://assets.publishing.service.gov.uk/media/66290919b0ace32985a7e6c3/CC3_feb24.pdf

The Essential Trustee Diagram (Charity Commission):

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/544220/Jigsaw.pdf

NCVO – Help and Guidance:

https://www.ncvo.org.uk/help-and-guidance/

Role Description & Person Specification Documents:

Resource – Federation Trustee Role Description – 2024

Resource – Federation Trustee Person Specification – 2024

Charity Law & The Charity Commission

Charity Regulators

Charity Commission for England and Wales:

https://www.gov.uk/government/organisations/charity-commission   

Attorney General for the Isle of Man: 

https://www.gov.im/about-the-government/offices/attorney-generals-chambers/   

Jersey Charity Commissioner: 

https://charitycommissioner.je/   

Guernsey Register: 

https://www.guernseyregistry.com/charities   

Governance & Policies

Template Strategic Plan:

Resources – Template Strategic Plan – 2024 PDF

NFWI Strategic Vision statements (My WI):

https://mywi.thewi.org.uk/essential-information/nfwi-vision-for-the-future  

CC26 (Charity Commission):

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/589944/CC26.pdf

Video on Conflicts of Interest (Charity Commission):

https://www.youtube.com/watch?v=kEg9sFWT78w

Video on Conflict of Interest created by Birketts Lawfirm (WI Learning Hub): 

https://denman.bookinglive.com/book/add/p/4895 

CC27 (Charity Commission):

https://www.gov.uk/government/publications/its-your-decision-charity-trustees-and-decision-making

‘Making decisions at a charity’ (Charity Commission):

https://www.gov.uk/guidance/making-decisions-at-a-charity

Video on Making Decisions at a Charity (Charity Commission):

https://www.youtube.com/watch?v=25FyxbTI2Uw

Video on ‘Dealing with problems and disputes between trustees’ (NCVO):

https://www.ncvo.org.uk/help-and-guidance/governance/managing-board-relationships/approaching-board-relationship-challenges/dealing-with-problems-and-disputes-between-trustees/#steps-to-dealing-with-trustees-causing-problems

Video on ‘Guidance on how to deal with challenging conservations with trustees’ (NCVO):

https://www.ncvo.org.uk/help-and-guidance/governance/managing-board-relationships/approaching-board-relationship-challenges/having-challenging-conversations/

Advise about disagreements (Charity Commission):  

https://www.gov.uk/guidance/disagreements-and-disputes-in-charities

WI Policy and Guidance: 

https://mywi.thewi.org.uk/essential-information/wi-policy-and-guidance   

Data Protection Guidance: 

https://mywi.thewi.org.uk/running-your-wi/data-protection 

Trademark Guidelines: 

https://mywi.thewi.org.uk/__data/assets/pdf_file/0004/270823/Trademark-guidelines-2022.pdf   

Fundraising Guidelines: 

https://mywi.thewi.org.uk/running-your-wi/wi-finances/fundraising-guidelines   

NFWI Social Media Code of Conduct: 

https://mywi.thewi.org.uk/communications-and-pr/social-media-guides   

Code of conduct:

https://mywi.thewi.org.uk/essential-information/wi-policy-and-guidance/NFWI-Code-of-Conduct.pdf  

NFWI Charter:

https://mywi.thewi.org.uk/essential-information/wi-policy-and-guidance/NFWI-Charter.pdf  

Theory of Change:

https://www.thewi.org.uk/about-us/wi-key-messages  

Financial Management

More about trustee liability insurance:

https://www.ncvo.org.uk/help-and-guidance/running-a-charity/insurance/

NCVO website:

https://www.ncvo.org.uk/help-and-guidance/safeguarding/specialist-guides/certain-roles/director-operations/budget-insurance-security/#/

CC8 (Charity Commission):

https://www.gov.uk/government/publications/internal-financial-controls-for-charities-cc8

Gift Aid and Subscriptions (My WI):

https://mywi.thewi.org.uk/running-your-wi/wi-finances/gift-aid/WI-Gift-Aid-Guidance-2023.pdf

NFWI guide for Gift Aid (My WI):

https://mywi.thewi.org.uk/running-your-wi/wi-finances/gift-aid

CC35 ‘What is trading?’ (Charity Commission):

https://www.gov.uk/government/publications/trustees-trading-and-tax-how-charities-may-lawfully-trade-cc35/trustees-trading-and-tax-how-charities-may-lawfully-trade#trading-by-charities

CC11 ‘Trustee Expenses and Payments’ (Charity Commission):

https://www.gov.uk/government/publications/trustee-expenses-and-payments-cc11/trustee-expenses-and-payments

CC8 (Charity Commission): https://www.gov.uk/government/publications/internal-financial-controls-for-charities-cc8/internal-financial-controls-for-charities

CC14 ‘Charities and investment matters’ (Charity Commission):  

https://www.gov.uk/government/publications/charities-and-investment-matters-a-guide-for-trustees-cc14

CC31 ‘Independent examination of charity accounts: guidance for trustees’ (Charity Commission):

https://www.gov.uk/government/publications/independent-examination-of-charity-accounts-trustees-cc31/independent-examination-of-charity-accounts-trustees

The Association of Charity Independent Examiners is also a great resource on this subject:

https://www.acie.org.uk/

CC14d ‘Charity Reporting and Accounting’ (November 2016) (Charity Commission):  

https://www.gov.uk/government/publications/charity-reporting-and-accounting-the-essentials-november-2016-cc15d

CC26 ‘Risk management’ (Charity Commission):

https://www.gov.uk/government/publications/charities-and-risk-management-cc26/charities-and-risk-management-cc26

Contracts and Procurement’ (Charity Commission):

https://assets.publishing.service.gov.uk/media/5a7e302ae5274a2e87db020c/contracts-and-procurement.pdf

CC49 ‘Charities and insurance’ (Charity Commission):

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/613184/CC49.pdf

Skills Development

Further Training Courses Available on the WI Learning Hub: 

Federation Role Area press here to enter this area which has been created for anyone operating within a federation role. This area includes listings of upcoming live training and relevant E-Learning resources which could support you further within your role. 

ICAEW Trustee Training:

https://learninghub.thewi.org.uk/wp-content/uploads/2024/03/ICAEW-Trustee-Training-How-To-Guide.pdf

Active Listening:

https://www.youtube.com/watch?v=t2z9mdX1j4A&t=1s

Being Empathetic & Encouraging:

https://www.youtube.com/watch?v=lO1gpzakbik&t=1s

Communication & Tone of Voice:

https://www.youtube.com/watch?v=QRfTylX46pU

https://management.org/blogs/personal-and-professional-coaching/2012/01/26/useful-communications-skills-how-to-paraphrase-and-summarize/

https://coachingandthejourney.wordpress.com/2012/10/22/the-art-of-building-rapport-part-i-mirroring-matching/

https://www.youtube.com/watch?v=pH287zxVXE0

Body Language:

https://www.youtube.com/watch?v=1zpf8H_Dd40

Being a Team Member:

Team Roles Framework PDF

Contacts

NFWI HQ:

HQ@nfwi.org.uk

NFWI Board Secretary:

Boardsecretary@nfwi.org.uk

NFWI Finance Department:

Fd@nfwi.org.uk

NFWI PR Department:

Pr@nfwi.org.uk