Charity conflicts of interest checker

Use this before trustees make a decision involving trustee payments, connected persons, loyalty conflicts, shared trustees, user trustees, related-party suppliers, property, assets, employment, mergers, or other sensitive transactions. The checker follows Charity Commission CC29 themes, but it is not legal advice, governance advice, procurement advice, audit advice, tax advice, investment advice, employment advice, data-protection advice, or a Charity Commission authority decision.

Conflict contexts6Trustee payments, connected suppliers, shared trustees, user trustees, all-trustee conflicts, property, assets, and complex transactions.

Evidence checks10Weighted around governing document rules, declarations, register, withdrawal, quorum, authority, best-interest evidence, advice, and minutes.

Official sourceCC29Links point to Charity Commission conflicts of interest guidance for England and Wales.

Data entryLocal onlyInputs run in the browser and are not submitted. Do not paste trustee personal details into this page.

Official sources to check

Identifying and managing conflicts of interest in a charity (CC29) is the Charity Commission overview for England and Wales.
Identifying and managing conflicts of interest in a charity explains financial conflicts, loyalty conflicts, connected persons, governing documents, the step-by-step approach, policies, serious or complex conflicts, user trustees, and when to involve the Commission.

Related trustee tools

Charity trustee relationship checker for selected-sample trustee and related-charity relationship signals.
Charity internal financial controls checker for related-party payment, supplier, asset, and fraud-control evidence.
Charity risk register checker for recording serious or complex conflicts as governance and reputational risks.
Charity serious incident reporting checker for escalation where conflict handling may indicate serious governance, fraud, or financial-loss concerns.

What this checker should prevent

Letting a conflicted trustee take part in a decision that should be made only by unconflicted trustees.
Approving a trustee payment, connected-person transaction, or user-trustee benefit without authority and minutes.
Proceeding when too many trustees are conflicted to form a valid quorum after withdrawal.
Relying on informal conversations instead of a conflict policy, register, minutes, best-interest evidence, and advice where needed.

E-signatures, agreements, contract workflow

Docusign for Nonprofits

Docusign has an official nonprofit industry page for modernising agreements, automating processes, and digitising nonprofit documents.

Official nonprofit industry page verified; fixed discount not quoted2026-06-21

Document automation, proposals, contracts, eSignatures, payments

PandaDoc for Nonprofits

PandaDoc offers a general Free eSign plan. Its current comparison lists five documents per month for current Free accounts and distinguishes older 60-document annual accounts. Confirm charity-specific pricing with sales rather than assuming a published discount.

Official nonprofit and plan pages checked on 12 October 2026; charity-specific pricing needs confirmation2026-10-12

Secure content management and collaboration

Box.org

Box.org states that nonprofits receive the first 10 licenses free on the Starter plan, with discounted pricing on other plans and add-on services.

Official Box.org page verified2026-06-21

Microsoft 365, Azure, Dynamics, security

Microsoft for Nonprofits

Microsoft publishes nonprofit grants and discounts including Microsoft 365 Business Basic free for up to 300 users, annual Azure credits, and discounted business applications.

Official nonprofit offers page rechecked2026-08-12

Microsoft 365, Teams, email, security

Microsoft 365 nonprofit discount

Microsoft's official nonprofit pricing page lists Microsoft 365 Business Basic as a grant free for up to 300 users, Business Standard at USD 3.00 per user monthly, and Business Premium at USD 5.50 per user monthly when paid yearly.

Official Microsoft 365 nonprofit pricing rechecked2026-08-12

Email, documents, meetings, shared storage

Google Workspace for Nonprofits

Google's official Workspace nonprofit page lists Google Workspace for Nonprofits at USD 0 per user per month and discounted Business and Enterprise nonprofit offers.

Official Google Workspace for Nonprofits page verified2026-06-22

Accounting, finance, payroll, VAT

Xero for nonprofits

Xero's UK non-profit page says registered not-for-profit organisations on a business pricing plan can get 25% off Xero.

Official Xero UK non-profit page verified2026-06-22

Accounting, MTD, expenses, payroll status tracker

QuickBooks nonprofit accounting status

Status tracker: QuickBooks UK has general accounting software pages, but no official UK nonprofit discount page was verified during the latest check.

Official QuickBooks UK accounting page verified; nonprofit discount not verified2026-06-22

Data visualization, charts, maps, tables, impact reporting, communications

Datawrapper nonprofit discount

Datawrapper's official pricing page says it gladly offers a 20% discount on annual and monthly Custom plans for non-profit organizations.

Official Datawrapper pricing FAQ verified; discount applies to Custom plans, not a universal plan discount2026-06-22

Password manager and access security

1Password for Non-Profits

1Password offers special pricing and support routes for nonprofit teams that need to protect passwords, passkeys, account logins, files, notes, and contacts.

Official nonprofit page verified; exact support and discount level depend on application review2026-06-22

Identity, access, cybersecurity

Okta for Nonprofits

Okta for Good offers eligible nonprofits 50 free Workforce Identity licences, 50% off additional licences and selected advanced solutions, and 50% off Auth0 plans.

Official Okta for Good nonprofit page rechecked; free products, licence quantities, discounts, validation route, and exclusions verified2026-08-12

Software donations and validation

TechSoup nonprofit technology marketplace

Marketplace and validation network used by nonprofits to access donated or discounted technology products.

Official marketplace entry verified2026-06-21