Guidance on Grant Making

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A guidance document for a Trust, Foundation or other grant making body in the UK which makes grants in the UK and/or overseas. It outlines: due diligence and risk assessment processes, key provisions for written agreements, conditions for restricted and unrestricted grants, provisions in overseas grant making, grants to non-charities and individuals. List of relevant guidelines by the Charity Commission and HMRC is appended.

Please Note: This template needs to be adapted to be relevant to your organisation and is not a substitute for legal advice.

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