Annual general meeting (AGM)
The next step in the process is to organise your annual general meeting (AGM).
As a constituted group, your network is required to hold an AGM annually to adopt your constitution and approve your committee. All members need to be notified at least 21 days in advance prior to the AGM.
On your annual AGM you can elect or re-elect committee members and share reports. Make sure to have an agenda for the meeting and take notes to keep a record of discussions and action points. Please include your Parks and Greenspace, Natural Heritage or Cemeteries Officer in the circulation of your minutes.
Organise your finances
Following your first AGM, you now must set up a bank account to manage any funds your group collects from fundaising for example, membership fees and grants. The account should be in your group’s name and have at least two committee members, who are usually the Chair and Treasurer, who can act as signatories.
How to set up a bank account
Many banks offer special accounts with free banking options for small voluntary groups. To open an account, visit a local branch or contact them directly. Make sure to tell them you’re a non-profit organisation to avoid hidden charges.
You may need
- a letter from the chair and secretary
- a resolution from your AGM
- a copy of your constitution
- charity registration documents if applicable.
Signatories will need to provide proof of identity and address.
Bank account information
All listed accounts offer free banking subject to conditions. For more information on accounts and reporting, please visit the Scottish Council for Voluntary Organisations website.
Charity status
To access tax benefits and improve your fundraising options consider applying to be a registered charity. Only groups on the Scottish Charity Register can officially call themselves a charity. To apply, contact the Office of the Scottish Charity Regulator (OSCR).