Setting up a CIO

Date last reviewed

Thursday, June 22, 2017

Peter King, partner at law firm Weil, Gotshal & Manges, explains how to set up a CIO and how to prepare for the process.




Who should watch this?

Watch this if you are setting up a charitable incorporated organisation (CIO) and want an overview of the process and some helpful tips.

The content of this video is accurate as at June 2017.

What does the video cover?

The video will cover questions such as:

  • Is it easier to get approval if we use one of the Charity Commission’s standard documents?
  • Where can I access useful resources and model documents?
  • Is it okay if our CIO focusses on just one section of the public, such as women or a particular race?
  • Which parts of the application form may cause difficulties and why?
  • Do we need a fundraising strategy at this early stage?
  • Do we need to do anything extra if we will be working with children?
  • How many trustees do we need?
  • Do we need to apply to HMRC separately for Gift Aid status?

Running time: 9mins

  • Title page (0.23)
  • Introduction (0.09)
  • Overview (0.40)
  • Typical forms of UK charities (0.46)
  • Useful resources (0.45)
  • Drafting the constitution (2.00)
  • Application process (1.47)
  • Trustees (1.11)
  • Gift aid and HMRC (0.27)
  • Summary (0.38)

Special thanks to

Peter King and Weil, Gotshal & Manges LLP

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Date last reviewed

June 2017


Date of publication

Tuesday, November 24, 2015

Area of law

Type of Resource

Year of Publication