Opening a bank account is an important step for any voluntary organisation.

Our new digital guide simplifies the process, by giving you guidance on how to choose, open and manage a bank account.

This guide has tailored advice for voluntary organisations, including:
•    Charitable organisations
•    Clubs
•    Community groups
•    Societies

No matter if you are a local volunteer-run group or a big charity operating worldwide, we’re here to help you make the right choice.

1.

Choosing your organisation structure

If you are starting an organisation but don’t know which structure to choose, then use the following guidance to decide.

2.

Working out your banking needs

You should choose a bank account that best meets your organisation's needs. We have put together some questions to help you decide.

3.

Account Finder

To find the right banking partner, browse this section to see an overview of different banking offerings and links to their websites. The profiles shown here represent the brands involved in the creation of this guide. There are more available in the wider market.

4.

Account Opening Checklist

This checklist is designed to make applying for a bank account as easy as possible, by ensuring you have all the right information to hand when you open the account.

5.

Maintaining your account

Use the information in this tool as a best practice guide to keep your organisation’s bank account up-to-date and running as smoothly as possible.

6.

FAQs and Glossary

We have collated frequently asked questions, commonly misunderstood or ambiguous terms and words used in the banking sector, and a range of useful sectoral links from our voluntary organisation partners.

With thanks to