As a registered charity, [Charity name] recognises that effective partnerships and collaborations can enhance its ability to deliver charitable purposes, increase impact, and make efficient use of resources.
This Partnership and Collaboration Policy sets out the principles, criteria, and governance arrangements under which the Charity enters into, manages, and reviews partnerships and collaborative working arrangements.
The Trustees acknowledge that while partnerships can bring significant benefits, they must be carefully assessed and managed to ensure alignment with the Charity’s objectives, values, and legal obligations.
Purpose of the Policy
1.1 The purpose of this Policy is to:
1.2 This Policy supports Trustees, staff, and volunteers in making informed and responsible decisions regarding collaborative working.
Scope of the Policy
2.1 This Policy applies to:
2.2 It applies to all forms of partnership and collaboration, including:
Definition of Partnerships and Collaborations
3.1 For the purposes of this Policy:
3.2 Partnerships may involve charities, public bodies, private organisations, or community groups.
Principles of Partnership Working
4.1 The Charity’s partnerships will be guided by the following principles:
4.2 The Charity will not enter into partnerships that compromise its independence or public trust.
Due Diligence and Risk Assessment
5.1 Before entering into any partnership, the Charity will undertake proportionate due diligence, which may include:
5.2 Risks will be identified, assessed, and mitigated prior to approval.
Approval and Decision-Making
6.1 Partnerships must be approved in accordance with the Charity’s governance arrangements.
6.2 Material or high-risk partnerships require approval by the Board of Trustees.
6.3 Delegated authority must be clearly documented.
Formal Agreements
7.1 Where appropriate, partnerships will be documented in writing.
7.2 Written agreements may include:
Financial Management and Accountability
8.1 All financial aspects of partnerships must:
8.2 The Charity will ensure that charitable funds are used solely for charitable purposes.
Safeguarding and Ethical Considerations
9.1 Partnerships involving beneficiaries, particularly children or vulnerable adults, must comply with safeguarding requirements.
9.2 The Charity will not collaborate with organisations whose practices conflict with its ethical standards or safeguarding obligations.
Data Protection and Confidentiality
10.1 Information sharing within partnerships must:
10.2 Confidential information must be protected in accordance with the Charity’s policies.
Monitoring and Performance Management
11.1 Partnerships will be monitored to ensure:
11.2 Regular reviews may be undertaken depending on the nature and scale of the partnership.
Review, Renewal, and Exit
12.1 Partnerships will be reviewed periodically to assess ongoing suitability.
12.2 The Charity may terminate a partnership where:
12.3 Exit arrangements will be managed responsibly and documented where appropriate.
Governance and Responsibility
13.1 The Board of Trustees has overall responsibility for partnerships and collaborations.
13.2 Day-to-day management may be delegated, but accountability remains with the Trustees.
Monitoring and Review of the Policy
14.1 This Policy will be reviewed:
14.2 Any amendments must be approved by the Board of Trustees.
Conclusion
By adhering to this Partnership and Collaboration Policy, [Charity name] ensures that collaborative working is undertaken responsibly, strategically, and transparently, enhancing impact while protecting the Charity’s integrity, independence, and public trust.
Signed: ………………………………………
Chair of the Board of Trustees
Date: ………………………………………
Accessibility Policy, Anti-Bribery Policy, Anti-Fraud and Corruption Policy, Anti-Harassment Policy, Board of Trustees Code of Conduct, Charitable Objectives Policy, Child Protection Policy, Code of Conduct for Employees and Volunteers, Community Development Policy, Community Engagement Policy, Complaints Handling Policy, Confidentiality Policy, Conflict of Interest Policy, Conflict Resolution Policy, Crisis Management Policy, Cultural Competence Policy, Data Protection and Privacy Policy, Digital Inclusion Policy, Emergency Preparedness Policy, Environmental and Sustainability Policy, Equality and Diversity Policy, Ethical Fundraising Policy, Exit Policy, Expenses Policy, Feedback and Evaluation Policy, Feedback Mechanism Policy, Financial Controls Policy, Foreign Receipts and Payments Policy, Fundraising Policy, Gift Acceptance and Donation Policy, Governance and Accountability Policy, Grant-Making Policy, Health and Safety Policy, Incident Reporting Policy, Information Sharing Policy, Intellectual Property Policy, Investment Policy, IT and Cybersecurity Policy, Learning and Development Policy, Media and Public Relations Policy, Membership Policy, Mentoring and Coaching Policy, Online Safety Policy, Partnership and Collaboration Policy, Peer Support Policy, Privacy Impact Assessment Policy, Procurement and Supplier Management Policy, Public Benefit Policy, Records Retention Policy, Remuneration and Compensation Policy, Reserves Policy, Risk Management Policy, Safeguarding Vulnerable Beneficiaries Policy, Service Delivery Policy, Social Media and Communications Policy, Social Responsibility Policy, Succession Planning Policy, Technology Use Policy, Transparency and Accountability Policy, Travel and Subsistence Policy, Volunteer Induction and Training Policy, Volunteer Management Policy, Volunteer Rights and Responsibilities Policy, Whistleblowing Policy
Naail & Co provides these policy templates solely as guidelines or standard templates to assist charities in developing their own policies in accordance with Charity Commission England & Wales compliance. These templates are not intended to serve as legal or professional advice, and Naail & Co cannot be held responsible or liable for any outcomes arising from their use. It is essential that each registered charity carefully tailors and customizes these policies to reflect its specific needs, structure, and legal obligations. We strongly recommend that charities seek independent legal or professional advice to ensure compliance with all relevant laws and regulations.
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