Maurice Turnor Gardner LLP

This Practice Note is the second of two Practice Notes on serious incident reporting by charities. Practice Note: Serious incident reporting by charities—when to report explains the serious incident reporting framework, and provides guidance on the definition of a serious incident and the threshold question of when an incident involving a charity is sufficiently serious that it should be reported to the Charity Commission for England and Wales.This Practice Note focuses on how to make a serious incident report once it has been determined that an incident should be reported, and how the charity should manage the incident. It covers:•the timing of making a report•what information should be included•how to deal with incomplete or developing facts•how to manage communications with the Charity Commission and other stakeholders, including updating a serious incident report•wider steps trustees should take to manage a serious incident to ensure that they comply

This Practice Note is the first of two Practice Notes on serious incident reporting by charities. Practice Note: Serious incident reporting by charities—how to report and manage the incident explains how to make a serious incident report once it has been determined that an incident should be reported (including the timing of reporting), and how the charity should manage the incident. This Practice Note covers serious incident reporting by charities in England and Wales. It explains:•what serious incident reporting is and the rationale for the regime•the legal and regulatory framework for serious incident reporting•what constitutes a ‘serious incident’, including the main categories of incidents that should be reported to the Charity Commission•how the regime applies to incidents involving partner organisations•who should decide whether to report a serious incident, and•possible outcomes of making a serious incident report•a practical checklist of steps and points to consider when an incident