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Charities

Our specialist team advises national and international charities and not for profit organisations, as well as small locally based organisations achieve the best outcomes for their beneficiaries. We have extensive experience in acting for clients across the sector and many of our lawyers are charity trustees themselves. We provide first-class advice tailored to the context you operate in.

Overview

Our charities team has a proven track record and a strong reputation, with specialist lawyers who act for a wide range of charitable organisations across the third sector.

Charities can face complex, sensitive issues that require crisis management, stakeholder management and national and international media liaison. They also face more day to day challenges and carry out more strategic planned projects in which it is important to understand the regulatory framework. As your experienced advisers, we can provide focussed guidance on a strategic and practical level.

Our charities team is full service, providing advice on all aspects of your operation including:

  • Governance
  • All aspects of regulatory compliance
  • Mergers and restructuring
  • Bank funding and security
  • Fundraising
  • Grant agreements
  • Safeguarding
  • Serious incident reporting
  • Disputes
  • Charity Commission enquiries
  • Property
  • Employees and volunteers
  • Data protection and cyber security
  • Commercial contracts
  • Intellectual property and brand management

We offer advice across your life cycle, from start-up and registration, to winding up and insolvency.

The team acts for all types and sizes of charities including national household names. Our clients include professional bodies, research charities, grant giving charities, universities, further education colleges, schools, health and social care charities, environmental charities and many more.

Featured experience

  • Advising on numerous charity transactions including mergers, acquisitions, and disposals
  • Successfully defending a charity in complex charity proceedings brought against it in the High Court, related to allegations of an unlawful election of the current president and financial irregularities
  • Advising charities on governance reviews, including reviewing constitutional documents, schemes of management and delegation, and relevant policies and procedures
  • Assisting charities with crisis management issues of all descriptions, including reporting serious incidents to the Charity Commission and other regulators
  • Advising charities on grant agreements, both as grant givers and recipients

What our clients say

  • ”

    A genuine interest in the charity sector in general and the development of our organisation in particular…

    Legal 500 UK Solicitors Edition 2023

  • ”

    [Emma-Jane Dalley] As ever, your advice, support and assistance in dealing with this tricky situation is much appreciated.

  • ”

    Anne Marie Gregory – thoroughly professional, personable, responsive and communicates clearly and in accessible language. Always looking to help us by explaining how we can rather than why we can’t.

    Legal 500 UK Solicitors Edition 2023

Charities key contacts

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Emma-Jane Dalley

Partner

Bristol

Emma-Jane Dalley

Partner

Bristol

+44 (0) 117 366 2960

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Alistair Robertson

Partner

London

Alistair Robertson

Partner

London

+44 (0)20 7894 6020

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Anne-Marie Gregory

Legal Director

Bristol

Anne-Marie Gregory

Legal Director

Bristol

+44 (0) 117 918 2324

View profile

Who we are

Why choose DAC Beachcroft?

We’re a broad-based commercial firm serving a wide range of sectors with a strong heritage in insurance,
health and real estate. We combine excellent legal skills and cutting-edge delivery expertise to design
solutions that fit the needs of our clients – often involving clever uses of technology.

More about us